Jumbo Loan 101 + Ask the Underwriter

Date: March 13, 2018
Time: 9:30 am - 11:00 am
Location:  Show map
MAR Office
40 Mitchell Blvd
San Rafael, CA 94903

Join us for a lively and informative session where you can learn the ins and outs of Jumbo loans and ask a seasoned jumbo underwriter questions. Brunch Served.


You’ll Learn:

  • Jumbo Basics – How Jumbo Loans Differ from non-Jumbo in Marin
  • How To Overcome Challenges that Jumbo Loans Present
  • How to Write the Winning Offer in a Tight Market
  • How to Free up Inventory – Educate your sellers about their options and overcome their fear of selling before downsizing or moving up
  • Out of the Box Jumbo Solutions
  • Q&A with Lacey Edgren, Senior Underwriter Stearns Lending.

About Stearns:

Stearns has been a leader in California lending for 27 years. The company consistently ranks in the top tier of Wholesale nationally and is one of the fastest growing in Retail since 2011, with the 3 top producing retail branches located in the Bay Area. With 10 jumbo investors including the top banks and broker out options, almost every lending solution is covered. Stearns is also a direct seller to Fannie Freddie with operations in Walnut Creek.


Mary Anne Daly has been lending since 2003 in Marin. An award winning lender for customer satisfaction and a long time MAR affiliate you may have heard her weekly consumer affairs radio show on KNEW AM 960: Tea Time With Queen of the Loan. She is a licensed Real Estate Broker who focuses exclusively on Mortgage Lending.

Julie Shumate Producing Branch Manager of the San Francisco branch has been in lending since 1996. She only works on residential loans and the majority of her transactions are in the Bay Area. She also co-hosts regular Real Estate and Schools educational series with East Bay, Marin, Peninsula and San Francisco Realtors for the benefit of Golden Gate Mother’s Group and all families that want to learn how where you live impacts the school selection process.

Lacey Edgren, Senior Underwriter at Stearns, has been in the mortgage industry since 2001 beginning her career just out of college at UC Santa Barbara. She has been an Underwriter with Stearns for over 10 years. Lacey started as a conventional underwriter, moved to government loans and since 2016 has been on the jumbo team. She has built relationships with Stearns' 10 jumbo investors and keeps up with the ever-changing nuances of the jumbo guidelines.

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