Samuel Scott Financial Group, a leading mortgage bank in San Diego, is pleased to announce that Lis Shupp has joined their team of expert Mortgage Advisors.
Shupp began her career as a Mortgage Advisor in 1992 at North American Financial and has since worked with North Island Credit Union, General Mortgage and CMG Mortgage. She has an extensive background in home financing and is recognized for her deep understanding of the residential loan process. With a commitment to creating strong relationships and earning repeat business, Shupp felt that Samuel Scott Financial Group was a great move for her career.
“Lis excels in client communications,” said Vice President of Sales, Russ Schreier. “She is known for being able to guide borrowers through complex loans and is considered a trusted advisor by her real estate partners.”
In her experience, Shupp has found that they key to earning referral business has been about exceeding her customers expectations. She believes in open and transparent conversations and empowering borrowers by educating them about home loans.
“At Samuel Scott we have a very large variety of home loan products and the flexibility to customize programs to fit unique situations,” said Shupp. “For me, that means I have more opportunities to help my clients find the perfect mortgage solution for their needs. It’s all about that personalized service and putting the client first.”
For Shupp, it was also very important to join a company with efficient operations and a reliable processing. “The processing team at Samuel Scott is terrific,” said Shupp. “Our VP of Operations is incredibly proactive and it shows in the way we meet our deadlines and provide smooth transactions.”
Samuel Scott Financial Group has been steadily growing in San Diego and attracting some of the most knowledgeable and experienced loan originators in the area to their team of expert Mortgage Advisors. “We think of ourselves as having three clients,” said Schreier. “We serve the borrower, the real estate agent and the Mortgage Advisor. By providing our Advisors with an abundance of support, we know that everyone is going to be well cared for and that every transaction will receive the attention it deserves.”
“I believe that I am going to be very successful here,” said Shupp. “I am excited to meet with my past clients and real estate partners so that I can share all the new tools and resources I have. It’s going to be a big win for everybody.”
Career Opportunities at Samuel Scott Financial Group
Samuel Group Financial Group is expanding throughout Southern California. If you share our passion for first-class service and continually strive to set the benchmark for financial excellence in the mortgage industry, we want to talk with you about career opportunities for Mortgage Advisors and loan professionals. Please contact Russ Schreier, VP of Sales, at phone 858-436-1187 or Russ@SamuelScottFG.com to schedule an interview.