Ubaldo V. Leon III
Exec Loan Advisor
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Integrity, Efficiency, Innovation, Outstanding Customer Service, Cost-Effective Financial Options and Building Client Relationships for Life
These core values are the cornerstones of Ubaldo’s business when working with the clients and real estate agents he serves on a daily basis.
• Integrity is paramount. Straight shooting, informative communication with clients and realtors is key at all times throughout the transaction.
• Efficiency is achieved through efficient, fast underwriting and access to an elite team of doc drawers, funders and staff to usher all aspects of the transaction through quickly. Within his office Ubaldo works closely with his team of experienced loan assistants, processors and Advance Approval® specialists, providing fast, accurate response times to ensure that escrows close on time, every time.
• Innovation is necessary in today's financial climate.. Ubaldo has the ability and experience to avoid lending obstacles, and think outside of the traditional mortgage box, thanks to his 17+ years of experience in the industry. With Advance Approval®, he’s able to close an escrow in as little as 15 days, which has given his clients and realtors an advantage over the competition.
• Outstanding Customer Service is provided by communicating with clients at a level they are most comfortable with, based upon their level of knowledge and borrowing experience. Each client receives a thorough explanation of products and services available to them, helping them decide which loan product is best fits their lifestyle.
• Cost Effective Financial Options provide clients with the tools to realize their biggest financial goals.
• Building long lasting relationships with each person he comes in to contact with, is the focus of his business; enabling Ubaldo to build client relationships for life.
Some of Ubaldo‘s achievements include, but are not limited to:
• RPM Mortgage Top Producer 2009-2018
• Diamond Club Accreditation 2017-2018
• Top 1% Mortgage Originators in America –Mortgage Executive Magazine 2016 and 2018
Ubaldo’s career spans 19 years and he is one of the mortgage industry’s most well respected leaders, with his initial base in Beverly Hills California. His practice has grown over the years to include service to clientele in Texas(where he also resides) and Hawaii. He is licensed in and can assist you with homebuying solutions in any of these three states.
Ubaldo works exclusively on a basis of referrals. He is quoted as saying:
"There is nothing more rewarding than being able to help others, in such a significant way. It does not matter if my clients are looking for financial reward, a place to call home or both. My biggest reward is to see each and every client smile, and to know that they are undeniably happy."
Ubaldo continually strives to give back to the community through various charitable contributions and volunteer work. Working to start a family of his own, he hopes to lead by example and show his children the delicate balance between success and kindness to others.