Profile picture for Jay W. Penn, CPA

  • JaywPennCPA

Jay W. Penn, CPA
Jay W. Penn, CPA, CPA, NMLS (7 years experience)

Specialties:

Purchase Loan, Refinancing, Mortgage Planning, Complicated finances

Add personality to your profile! Tell the community about yourself, your home, and your profession.

My background as a CPA and financial professional adds value to the financing process and customer experience. I take my fiduciary responsibilities very seriously and pride myself on finding the most appropriate and cost effective solutions for my clients. Guaranteed Rate Mortgage is the 8th largest residential lender in the US and I have access to the most competitve rates and the most comprehensive lineup of jumbo products in the industry.

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Ratings & Reviews
- Highly likely to recommend
09/29/2013 - user2308867
Closed refinance loan.
Jay helped me re-finance two mortgages very difficult time. When I was about to give up (losing patience), he held me in and accomplished our goal. I would not hesitate to recommend Jay to anyone.

Thanks
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Response from Jay W.

 

- Highly likely to recommend
09/27/2013 - yogoja
Closed refinance loan. Concord, CA
Jay was recommended to us. The first time we worked with him, he gave us disappointing news regarding our refinance options. He suggested that we try again after when the market improved. We followed his advice, contacting him again after a few months. He worked with us, got the paperwork through and made us VERY HAPPY campers. His service level is very impressive. I recommended him to a family member who is now another satisfied customer.  MoreLess
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Response from Jay W.

 

- Highly likely to recommend
09/27/2013 - user40693229
Closed refinance loan.
Jay was able to secure a refinance for a property we had tried to for two years through conventional channels. Very professional, responsive and pleasant to work with.
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Response from Jay W.

 

Professional Information
Address:
Guaranteed Rate Mtg.
301 California Drive #2
Burlingame, CA  94010
Office:
(650) 579-2638Click to view
 
Mobile:
(415) 317-1742Click to view
 
Fax:
(773) 357-4429Click to view
 
Websites:
Website
 
,
 
, LinkedIn
 
Screen name:
JaywPennCPA
Member since:
09/26/2013
NMLS #:
  • 308003
Licenses:
  • CA #111928 (CPA)
  • CA #308003 (NMLS)
Digs: Home Design Ideas