- (858) 526-3037
- Carl.Spiteri@Benchmark.us
- Mon - Fri: 9:00 - 6:30
Thursday, November 17, 2022 @ 10 am PST
I love to help people buy, refinance or get an equity line. As a mortgage planner and branch manager at Benchmark in San Diego, I bring more than 20 years of experience to my role as an adviser who identifies smart mortgage solutions customized for a person or couple’s financial situation. Over the years, I’ve helped thousands of people meet their overall financial objectives. I co-authored the book “Borrow Smart, Retire Rich.”
What sets me apart from other mortgage bankers?
> Going the extra mile is a given.
> I use a tried and proven discovery process to learn about one’s financial circumstances, past, present and future. It helps me guide you into the best fit lending product i.e. buying a second home, what are your financial plans for it -- investment or retirement?
> My client-centric focus is the reason 90% of our business is repeat or referrals.
> Access to quality financing -- whether a purchase loan, a refinance for lower rate, debt consolidation or cash-out for college or investment purposes.
To summarize, I strongly believe that financial literacy paves the way to financial success. I show people all of the financial options available -- from the garden variety to unique out-of-the box choices. I figure out what makes dollars and sense and strive to explain it to them in the simplest and clearest terms.
I'm a designer with over 27 years of experience. I love working with entrepreneurs, and most of my clients have been with me for 15-20 years. I've worked in a variety of industries, but I specialize in real estate world; loan, finance, construction, and real estate companies.
What I love about design is that it's constantly changing. There's always something new to learn and explore. And I love the freedom of being self-employed. It's hard work, but it's worth it!
When I was being trained by one of the top social media experts in the U.S., he said to me one day, Holly what don’t you do. I said nothing, if it’s for a business, and I don’t know how to do it, I figure it out. I love helping my clients be successful. Then he said, well you have a great personality and get along with everyone. Everybody needs a Holly. I said ah ha, I am going to change my company name to be Everybody Needs a Holly. So go check out my website for some of my work!
6310 Greenwich Drive, Suite 200 San Diego, CA 92122
Carl Spiteri | NMLS ID 286890
Phone: 619.544.6444
Office: 858.526.3037
eFax: 800.670.0929
Ark-La-Tex Financial Services, LLC NMLS ID 2143
Carl Spiteri | NMLS ID 286890
Ark-La-Tex Financial Services, LLC d/b/a Benchmark Mortgage 5160 Tennyson Pkwy STE 1000, Plano, TX 75024. NMLS ID #2143 (www.nmlsconsumeraccess.org) 972-398-7676. Some products may not be available in all licensed locations. Information, rates, and pricing are subject to change without prior notice at the sole discretion of Ark-La-Tex Financial Services, LLC. All loan programs subject to borrowers meeting appropriate underwriting conditions. This is not a commitment to lend. Other restrictions may apply. (https://benchmark.us)