Jess and Terri pack the punch of a 1, 2 Knockout you would expect from any knowledgable mother/son team. Combining 25 plus years of mortgage lending experience the Perez team has built our success on fundamentals that maintain our 99% referral business. True professionalism combined with a "family matters" attitude is what seperates us from our competitors. Underpromising and Over-delivering is our motto and what we bring to the table whether that be with a client or business partner.Terri was born and raised right here in the Bay Area where she finds enjoyment in the simple pleasures the Bay has to offer. Running, boating, hiking, and home projects keep her busy when not in the office. Terri is a mother of five, a successful multiple time business owner, a real estate investor, and Nationally ranked telecommunication salesperson. Jess is an avid mountain biker and snow-sports addict and can now be found all about Marin County, where he recently moved to reside with his new fiancee. Jess is a graduate of Chico State where he double majored in Manufacturing Technology and Business. His resume includes top companies such as Cisco Systems, Toyota Manufacturing, and Gap inc.
The Perez team has been the #1 and #2 Top Producer for their brokerage for the past 3 years and plans to continue our success with a move into Marin county. Although we have been closing loans all over the state and country, Marin county is quickly becoming a second home base for this team.
Like any great team we diversify ourselves and rely on each other heavily for our respective strengths. We pride ourselves in providing our clients honest and sensible solutions and NEVER close a loan that isn't in the best interest of the client. Our core competencies reside in:Construction Lending Investor property financing 1st time homebuyer education and coaching Second Home or Retirement homes in Baja Mexico Real-time loan status updates for the client, agent(s), and escrow Automated Mortgage Review systems that flag a client if we can service them better with changing market conditions Timely follow-up!
Dedicated to communicative, timely, and responsive mortgage lending services for both our clients and real estate agent partners. See how the Perez Team can make you a better agent!