Loan Officer

Why choose Pinnacle?

Our Philosophy.

Our philosophy is simple. Any lender should be able to close your loans. Stating that we do a good job closing those loans simply groups us with every lender in the nation. We don’t want to talk to you about your existing pipeline or referral sources. Instead, we want to provide you with cutting edge tools to create more business.

It starts with our core values.

• Team work - Operations, transaction coordinators, assistance, business development managers, underwriters and loan officers all work toward the same common goal: funding loans.
• Empowerment - We're a team and you need to have a say in how your business is generated, managed and how you are compensated for it.
• Positivity - This sets the standard to keep a level of "FUN" in an ever challenging industry.
• Excellence - We strive to be #1 and expect you to do the same.

How we do it.

We start with referral sources and no originator can have too many. The core issues with establishing more is typically time and value. We solve these issues in two ways.

• Business Development Managers - BDM’s are consistently solidifying relationships with Real Estate Agents, Financial Planners and any other referral sources on your behalf.
• Value - It goes with our philosophy; we are not simply asking our referral sources for their existing clients. Instead we work with those referral sources to create more clients.
  We do this using our cutting edge technology “CLARITY”

By marketing agent listings.

Our resource is growing at an exponential rate as new Realtors are joining daily to providing listings to perspective buyers in the Oregon and Southern Washington area. Find a property, and get in touch with the listing agent today!  Agent Listings

Tracking leads & loans powered by Clarity.

Notifications of incoming leads are delivered to your desktop in real-time. We are partnered with many 3rd party referral sources, which will assist in keeping your pipeline full. Leads are stored in the system by milestone. Available actions are defined for each milestone and allow the lead to travel through the workflow pipeline. Clarity makes it easy to keep industry specific contacts up to speed on what milestone any lead is in. Affiliated Contacts can be bound to any lead and status emails are sent out as the lead makes its way through the workflow pipeline. Keep your contacts informed of their lead status! Request your Clarity demo today.