Meet Shelly Klimusko

I have been in the field of banking and finance since I was 19 years old. I began working as a bank teller for Crocker Citizens Bank (now Wells Fargo). I later went into the loan officer training program in 1975 and subsequently into management of a Personal Financial Center for the bank. By 1981, I was a manager for Great Western Savings in credit approval and collections at their Northridge headquarters. I later managed a loan origination hub for Atlantic Financial Savings Bank (now First Republic Bank). I obtained my California Department of Real Estate license in 1985, which allowed me to start working through a mortgage broker. I no longer had to stay within the confines of a bank. I could now provide my clients with any type of loan requested at much more competitive interest rates and terms, as I was no longer restricted to the loan products of the bank I was employed by. I could now shop hundreds of banks rates, terms and programs for my clients. This was a much better fit for me and I have been delivering exceptional service and rates to my many loyal customers ever since!

I am certified as a Financial/Estate Planner and have found the additional knowledge and insight gained from my work in that area of finance has been very useful to me as a mortgage loan officer. It has helped me better understand and help my clients achieve their goals of acquiring real estate and to put their financial ‘house in order’ by offering solid advice rather than short term fixes to long term issues.

I have been interviewed and quoted many times in the Los Angeles Times business section on real estate lending topics, I’ve appeared as a guest on radio talk shows related to real estate financing matters, and have been interviewed on NBCTV news specials on matters involving real estate and mortgage lending practices.

I live in Santa Clarita, California and spend my personal time practicing yoga (Iyengar is my favorite), I have 2 horses that I spend most of my free time with, and playing with my 2 dogs.


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