In my search for a new employment position within the financial services industry I was looking for a company that holds the high standards of customer service and integrity that I firmly believe in. I was also looking for a company in which my past experience would be a valuable asset. During my quest I found Integris Wealth Management and felt it was great opportunity.
My previous employment positions over the last thirty years have been in the Mortgage industry mainly focused on client support and compliance. Many years of my professional experience revolved around the compliance aspect of mortgage lending, however, I really enjoyed when I was assisting a customer obtain their real estate goals whether it be purchasing a new home, refinancing to a lower rate or just helping clients understand their current loan documents. My philosophy is that it is important to go above and beyond for the customer and build great relationships along the way.
I was previously an active member of leadership in the California Association of Mortgage Brokers (CAMB) where I served as Treasurer and President of the Monterey Bay Area Chapter. I joined the Chapter leadership at several Political Action Days in Sacramento and Washington D.C. for meetings with our elected officials to discuss the current issues within the mortgage industry. During these years I also earned many company awards for being in the Top 25 Producing Branches and Excellence in Compliance. I have been licensed by the California Department of Real Estate since 1992 and currently hold a Real Estate Brokerís license.
I have been part of the Monterey Bay area community since 2000 and enjoy watching golf tournaments, biking along the coastal bike path and spending time with my family in the Carmel Valley sun. I was previously a volunteer at the 2010 US Open Golf Tournament at Pebble Beach and plan to volunteer in 2019 as well to help earn money for our local school districts.
After thirty years in the Mortgage industry I am very excited to be a part of the growing team and the continued support that Integris brings to its clients on a daily basis.
You can contact Maria at 831-333-1717 or firstname.lastname@example.org.
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