Become a VP of Mortgage Lending at Guaranteed Rate

VP of
Realtor
Lending
Partner
Advantage
Program

Jason Oelrich, CPA exclusively by
Regional Manager/VP of Mortgage Lending
P: 425.526.6793
C: 425.281.7049
jason.oelrich@guaranteedrate.com
www.JasonOelrich.com
1400 112th Ave. SE, Suite 100
Bellevue, WA 98004
NMLS ID 22095 WA - MLO-22095 - CL-2611

Pacific Northwest Region Spectrum of Solutions
for Our Vice Presidents of Mortgage Lending

We are 100% Committed To Helping You Grow Your Purchase Business
The Guaranteed Rate Three-Win Advantage
Win # 1 Our CLIENTS receive low rates, the most excellent customer experience, and other wonderful perks, client
events and more!

Win # 2 Our BUSINESS PARTNERS have unparalleled tools & resources to grow their business, and we never miss a
closing date! Experience our awesome Realtor Portal and business-building Event catering options!

Win # 3 Our VP'S of Mortgage Lending experience 100% performance efficiency with our best practice re-engineered
fulfillment process.

Experience our Excellent Toolbox
Join the # 1 top-producing mortgage team in the nation
Highly-competitive compensation packages, including signing bonuses, all-inclusive presidents club trips
Outstanding benefits-including matching 401K
World Class turn-key Marketing support, including a full time Event staff
Proprietary fulfillment model that will empower you to become a referral magnet

Overview of Mortgage Products
• A full suite of Low Rate loan solutions
• Jumbo up to $5 million
• Fannie & Freddie Direct
• FHA, VA, USDA, Home Path, 203k
• Full Suite of Builder, New Construction, and Condo solutions

I am currently hiring for the position of Vice President of Mortgage Lending. If you are committed to customer excellence,
providing your clients with the most competitive rates and being on a team that rewards top performance, then
Guaranteed Rate might be the perfect home for you.

If what I have described sounds intriguing to you, I would love to speak with you about the benefits of joining our team to experience this exciting
opportunity for yourself!

Jason Oelrich America’s Fastest Growing Mortgage Company
VP of Mortgage Lending/Regional Manager
P: 425.526.6793 C: 425.281.7049 F: 425.526.5674
1400 112th Ave SE, Suite 100 Bellevue, WA 98004
jason.oelrich@guaranteedrate.com
www.JasonOelrich.com LO Lic # WA - MLO-22095 - CL-2611 NMLS ID 22095
NMLS (Nationwide Mortgage Licensing System) ID 2611 • AZ - Guaranteed Rate, Inc. - 14811 N. Kierland Blvd., Ste. 100, Scottsdale, AZ, 85254 Mortgage Banker License # BK-0907078 • CA - Licensed by the Department of Corporations under California Residential Mortgage
Lending Act Lic #413-0699 • CO - To check the license status of your mortgage loan originator, visit http://www.dora.state.co.us/real-estate/index.htm • CT - Lic #17196 • DE - Lic # 9436 • DC - Lic #MLB 2611 • FL-Lic# MLD618 • GA - Residential Mortgage Licensee #20973 - 3940
N. Ravenswood Ave., Chicago, IL 60613 • ID - Guaranteed Rate, Inc. Lic #MBL-5827 • IL - Residential Mortgage Licensee - IDFPR, 122 South Michigan Avenue, Suite 1900, Chicago, Illinois, 60603, 312-793-3000, 3940 N. Ravenswood Ave., Chicago, IL 60613 #MB.0005932 • IN
- Lic #11060 & #10332 • IA - Lic #MBK-2005-0132 • KS - Licensed Mortgage Company - Guaranteed Rate, Inc. – License #MC.0001530 • KY - Mortgage Company Lic #MC20335 • LA - Lic #RML2866 • ME - Lic #SLM1302 • MD - Lic #13181 • MA - Guaranteed Rate, Inc. - Mortgage
Lender & Mortgage Broker License MC 2611 • MI - Lic #FR-0016637 & SR-0011899 • MN - Lic #MO 20526478 • MS - Lic # 4453/2009 - 3940 N. Ravenswood Ave., Chicago, IL 60613, Licensed by the Mississippi Department of Banking and Consumer Finance • MO - Lic # 10-1744
• NE - Lic #1811 • NV - Lic #3162 & 3161 • NH - Guaranteed Rate, Inc. dba Guaranteed Rate of Delaware, licensed by the New Hampshire Banking Department - Lic # 13931-MB • NM - Lic #01995 • NY - Licensed Mortgage Banker - NYS Banking Department - 3940 N Ravenswood,
Chicago, IL 60613 Lic # B500887• NC - Lic #L-109803 • ND - Lic #MB101818 • OH – Lic #MBMB.850069.000 and Lic #SM.501367.000 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • OK - Lic # MB001713 • OR - Lic #ML-3836 - - 3940 N. Ravenswood Ave., Chicago, IL 60613
• PA - Licensed by the Pennsylvania Banking Department Lic #20371 • RI – Rhode Island Licensed Lender Lic # 20102682LL, RI – Rhode Island Licensed Loan Broker Lic # 20102681LB• TN - Lic #2958 • TX - Lic #50426 & Lic # 47207 • UT - Lic #7495184- • VT - Lic #LL6100 &
MB930 • VA – Guaranteed Rate, Inc. - Licensed by Virginia State Corporation Commission, License # MC-3769 • WA - Lic #CL-2611 • WI - Lic #27394BA & 2611BR • WV – Lic #ML-30469 & MB-30098 • WY – Lic#2247

Welcome and thank you for your interest in Guaranteed Rate.

Guaranteed Rate is one of the largest and fastest growing independent residential mortgage
companies in the country. Since our founding eleven years ago, we have grown every year with
the simple idea of providing our originators with the best possible tools and support to grow
their business. Our strategy is focused on recruiting and supporting seasoned loan officers and
giving them the best marketing and technology available to be successful. Our loan officers have
an exceptional platform on which to originate loans and are able to offer competitive mortgage
products at very competitive pricing.

Guaranteed Rate is optimally positioned both financially and operationally to rapidly grow market
share in the coming years solidifying our place as the premier mortgage company in the country.
Guaranteed Rate has over 1,600 employees, is licensed in 46 states and originated over $6.9 billion
in retail production in 2011. We were named one of the “Best Places to Work in Chicago” by the
Chicago Tribune and made Crain’s “Fast Fifty” list for the fastest growing companies in the region
for the fifth year in a row. Our customer surveys consistently have high satisfaction scores above
97% month-to-month and our amount of repeat and referral business is growing exponentially.

Our business model emphasizes realtor relationships and financing purchase transactions. Some
of the attached materials are an example of the creative marketing approaches our loan officers
use to help our realtor partners grow their own purchase business as well as expand the reach of
our brand. We continually invest in technology, operations and training to streamline the entire
mortgage process from application to closing. These investments yield higher productivity, faster
closings and a high rate of referrals particularly from our realtor partners.

Please take some time to review the attached materials which give some background on our
company and demonstrate Guaranteed Rate’s commitment to providing the optimal mortgage
experience for our business partners and customers. Our team at Guaranteed Rate is completely
committed to helping you grow your business and excel in your career. Your success is of the
utmost importance to us and we will give you the assistance and resources required to achieve your
goals. Thank you again for your interest in Guaranteed Rate.

Sincerely,

Victor Ciardelli
President & CEO

Victor Ciardelli President and CEO

Victor Ciardelli III, CEO and president of Guaranteed Rate is a mortgage banking innovator. In 1992, Victor
headed a traditional mortgage company. Not satisfied with the existing model for mortgage companies,
Ciardelli put his ideas for a modern, streamlined operation to the test and founded Guaranteed Rate in June
of 2000. By offering consumers low rates and fees, and the ability to evaluate the total cost of a home loan,
Guaranteed Rate became Chicago’s largest independent mortgage lender within 3 years.

With its continued growth, Guaranteed Rate is the fastest growing mortgage company in the country,
funding over $6.9 billion in annual volume in 2011. In addition to Guaranteed Rate’s consumer advocate
approach to mortgage banking, its ability to partner with top producing real estate agents nationwide has
contributed to the company’s light speed success in the mortgage industry.

Guaranteed Rate has been featured in Crain’s Chicago Magazine’s list of the Largest Privately Held
Companies three years running and was recognized for having the largest increase in revenue growth for
2009---an astounding 80% increase. Guaranteed Rate has also been on the Crain’s Fast Fifty list of the fifty
fastest growing companies in Chicago since the list was first published in 2007. In 2010, the company was
also named as one of the Top Places to Work in Chicago by the Chicago Tribune Magazine’s annual survey.

America’s Fastest Growing Mortgage Company

ƒƒ Story
Our

ƒƒ Testimonials
VP
Overview Success Stories
ƒƒ

Awards
ƒƒ

ƒƒ Marketing Programs
Our

our story

Guaranteed Rate was founded in 2000 and is now one of the largest independent residential mortgage
lenders in the nation. Since that time, Guaranteed Rate has continued to experience rapid growth with an
increase in funding volume from $195 million to over $6.9 billion in 2011.

The company’s innovative and unique approach to mortgage lending has been the key to its phenomenal
success. Taking the best practices from market leaders in other industries and applying them to the
mortgage business, Guaranteed Rate has instituted innovative systems and technologies that have
significantly reduced overall operating costs – a savings that is passed on to the consumers by offering
low rates and fees.

The company’s leading edge approach has also produced a much higher level of customer service. The
application process has been streamlined and automated so that a customer can apply online and get
pre-approved within one hour. Much of the underwriting process has been automated; reducing the total
time a customer is able to close their loans from months to days.

Guaranteed Rate has developed a Realtor® Partner Advantage Program which provides extensive marketing
support for our agents. The program was based on feedback from the real estate community and includes
services such as virtual tours, quarterly newsletters, catered broker opens, and networking events
throughout the year. These marketing tools and materials can be accessed instantly on the Guaranteed Rate
Realtor® Portal website.

growing strong

10 Year Growth...2,604% Loan Volume (Year End)...$7 Billion
Our Offices:
Our Offices: AZ
Scottsdale, Park Ridge, IL Nashua, NH
Scottsdale, AZ
Capitola, CA Ponte Vedra Beach, FL Schaumburg, ILMA
Danvers, Matthews, NC
Durham, NC
Auburn, CA Beach, CA (2Bannockburn, IL
Long locations) Skokie,Franklin, MA
IL Raleigh, NC
Chapel Hill, NC
Belmont, Norco, CA
CA Buffalo Grove, IL Rockland, MA
Goshen, IN Raleigh, NC NC (2 locations)
Wilmington,
Campbell, CA Diego, CA Chicago, IL (5 locations)
San Troy, MI
Overland Park, KS Wilmington, NC NC
Winston-Salem,
Capitola, Conifer, CO
CA Downers Grove, IL Beverly, MA Bloomington, MN Matthews, NC RI
East Breenwich,
Long Beach, CA
Washington Depot, CTNaperville, IL (2 locations)
Boston, MA Lake, MN
Forest Knoxville, TN
Concord, NC
Norco, CA Waterbury, CT Northbrook, IL Franklin, MA MN
Plymouth, McKees TX
Dallas, Rocks, PA
San Diego, CA Raton, FL Oak Brook, IL
Boca Troy, MIPrinceton, MN Frisco, TXUT
Midvale,
Valencia, Clearwater, FL Palos Hills, IL
CA Baxter, Slayton, MN
MN Salt LakeVA UT
Fairfax, City,
Westlake Bannockburn, IL Park Ridge, IL
Village, CA St. Louis Park, MN
Bloomington, MN Barre, VT
South Ogden, UT
Boulder, CO
Belleville, IL Schaumburg, IL Blaine, St. Paul, MN
MN Essex Junction, VT
Ludlow, VT
Denver, CO Smithton, IL
Chicago, IL (4 locations) Chesterfield, MO
Forest Lake, MN Rutland, VT VT
Woodstock,
Washington Depot, CT
Columbia, IL South Barrington, IL Plymouth, MN MO
Kirkwood, Vancouver, WA
Williston, VT
Waterbury, CT Dyer, IN Las Vegas, NV
Slayton, MN Woodstock,WI
Brookfield, VT
Mokena, IL
Boca Raton, FL Goshen, IN
Naperville, IL St. Paul, MN NH
Nashua,
Hudson, WI
Clearwater, FL Valparaiso, IN Chapel Hill, NC
Northbrook, IL Chesterfield, MO
Plantation, FL Boston, MA Durham, NC
Oak Brook, IL Las Vegas, NV

in the news

Guaranteed Rate was voted the “Lender of the Year” in Chicago Agent Magazine’s 2010 Agents’ Choice Awards.
Being chosen for this honor by the Realtor® community affirms our philosophy that providing the best
possible service to our clients and business partners is the defining benchmark for Guaranteed Rate’s success.

Guaranteed Rate is proud to have made Chicago Tribune’s list of the Best Places to Work in Chicago and
surrounding Chicagoland areas. The results were based on company and employee surveys and powered by
Workplace DynamicsTM.

2008
2009
2010
2011
Guaranteed Rate made Inc. 5000’s list of the fastest growing private companies in the United States.

Guaranteed Rate made Crain’s List of the Fifty Fastest Growing Companies five years running. This
exclusive list highlighted the region’s best and most innovative companies that achieved the highest
percentage of growth in the last six years.

Guaranteed Rate has made it onto the exclusive Crain’s Chicago Business Magazine’s list of Chicago’s
Largest Privately Held Companies. The list is the most comprehensive available and Guaranteed Rate is
proud to be alongside an impressive class of Chicago’s top companies. Additionally, Guaranteed Rate was
recognized for having the largest increase in revenue growth for 2009–an astounding 80% increase.

Voted #1 Mortgage Lender by Chicago Area Realtors®, 2006
Chicago Agent Magazine conducted a survey of 16,000 Realtors® in the city and suburbs of Chicago. The
results of the survey showed the people and companies that we were the most respected and admired by
Realtors®. Of the 11 categories featured, Guaranteed Rate was voted the “Best Lender” in the Chicagoland
area. It is because of these great relationships with Realtors® that we have achieved this award.

our advantage

ƒƒ
In-House Underwriting & Closing

ƒƒ Hour Turn Times
24-48

Guaranteed Rate ƒƒ Product Offering With Top Lending Institutions
Full

is a lender with: ƒƒ Loans & In-House FHA Underwriting
FHA

ƒƒ
FHA/FNMA In-House Condo Approvals

ƒƒ Marketing and Business
Full
Development Support

ƒƒ
Realtor® Resource Website:
guaranteedrate.com/agent

testimonials
Top Producers who joined Guaranteed Rate

Julia G. Borst Former Owner of MetroPointe
Branch Manager - UT
“I joined Guaranteed Rate for one thing and one thing only; the absolute ability to grow my business! Guaranteed Rate empowers me
to focus on the things that I do the best, giving me the systems and support to close more loans and create more relationships. Gaining
market share is my primary focus and there is no question the move to Guaranteed Rate has allowed me to do just that.”

Ted Ray
Former Owner of Onyx Financial
Branch Manager - CA
“We came to Guaranteed Rate because of the potential to be a direct lender that has a solid amount of loan product, clean
and reliable service levels, and fair pricing/compensation for the originator. In a world where mortgage origination is restructuring
itself to determine what it will look like in the future, Guaranteed Rate has the best mix of resources for us to adapt to the
current mortgage environment.”

Chris Knapp Former President of Lakeshore Funding
Senior Vice President of Mortgage Lending - IL
“Guaranteed Rate’s systems and infrastructure are excellent. It really allows the loan officers to focus on selling and bringing in
business. Being a prior owner, I expected certain things on a support level, and all of those have been exceeded.”

Joe Antonios Former President and CEO of Metro Mortgage
Sales Manager - CT
“Guaranteed Rate has an extremely responsive staff. I was drawn to the company’s business culture, its efficient staff and their
in-house underwriting feature.”

Michelle Bobart Former President and CEO of Mobium Mortgage
Branch Manager - IL
“I came to Guaranteed Rate for its consistency in loan volume and strong quality control mechanisms, which ensure solid
correspondent lending relationships with major banks. Also, having the bandwidth to sell directly to Fannie Mae and Freddie Mac
gives Guaranteed Rate the combination of key ingredients to continue being a market leader.”

success stories

Shimmy Braun
Senior Vice President of
Mortgage Lending

“The unique structure of the POD flow has allowed me to take my business to levels I never could have imagined.”

Joe Caltabiano
Senior Vice President of
Mortgage Lending

“Guaranteed Rate gave me the ability to go from $25 million to $100 million in two years! I was able to
quadruple my business thanks to the extremely efficient POD flow system, always competitive pricing and
a marketing department unrivaled by any other mortgage company.”

2011 Presidents Club Winners
This elite club recognizes its top producers that reach $30 million or more in loan volume.

Harinder Johar $203,987,953.00 Jarret Coleman $33,803,674.00
Shimmy Braun $196,659,161.00 John Noldan $33,785,089.00
Joe Caltabiano $183,378,309.00 Carrie Bertsos $33,614,916.00
Ricardo Brasil $110,347,392.00 Don Carroll $33,553,566.00
Brian Jessen $100,145,762.00 Domenico Giannone $33,490,890.00
Hong Geng $83,167,209.00 Derek Bamonte $33,026,895.00
Paul Hirschauer $83,152,024.00 Adam Odonnell $32,928,649.00
Steven Siwinski $77,795,514.00 Jeffrey Baker $32,866,545.00
Michael Bischof $77,665,555.00 John Kirpanos $32,785,333.00
Ben Cohen $75,826,662.00 David Fisher $32,670,573.00
Jon Altizer $75,124,118.00 David Polarek $32,397,841.00
Li Li $66,939,550.00 Drew Boland $32,129,219.00
Daniel Gjeldum $64,109,606.00 Michael Gambatese $30,933,589.00
Leslie Struthers $63,817,319.00 Erik Johansson $30,933,520.00
Joe Summers $61,118,431.00 Chris Devin $30,695,842.00
Sam Sharp $60,619,764.00 Andrew Greenstein $30,247,832.00
Christin Luckman $60,050,816.00 Michael Nielsen $30,117,906.00
Michelle Bobart $53,448,762.00 Brian Salomon $30,034,689.00
Michael Dunsky $52,629,684.00 Jonathan Jerotz $30,007,610.00
Matt Tierney $52,558,197.00
JD Cortese $51,255,003.00
Richard Romano $46,251,493.00
Jo Ann Theriault-Fazio $46,085,851.00 We reward our members for achieving this
Christopher Knapp $45,712,510.00 status with an all inclusive, all expense
Randy Ernst $42,549,190.00 paid trip to a 5 Star resort.
Jeffrey Slater $42,544,175.00
Previous locations have included:
Jamie Simpson $40,792,772.00
Leo Neidetcher $40,670,072.00 Playa Del Carmen
Mark Shippie $40,250,352.00 Dominican Republic
Todd Marguerite $39,923,002.00 Punta Cana
John Johnson $39,587,306.00
Cancun
Joel Schaub $39,309,792.00
Joseph Antonios $37,368,630.00
Doug Smith $34,223,786.00

Guaranteed Rate had a record number
of Top Originators in the Country!

Guaranteed Rate is a licensed mortgage lender in 46 states and closed more than $6.9 billion in 2011. From
in-house underwriting and closing to the best marketing, technology, and sales support, we pride ourselves on
providing our originators with the best possible tools to support and grow their business.

Shimmy Braun Harinder S. Johar Joe Caltabiano Michael Bischof Ricardo Brasil

2010 Loan Volume: $225,789,808 2010 Loan Volume: $194,075,182 2010 Loan Volume: $167,235,956 2010 Loan Volume: $134,351,202 2010 Loan Volume: $126,017,148
2010 Scotsman Guide Ranking: 4 2010 Scotsman Guide Ranking: 7 2010 Scotsman Guide Ranking: 17 2010 Scotsman Guide Ranking: 28 2010 Scotsman Guide Ranking: 33

Brian Jessen Joe Phalen Jo Ann Theriault-Fazio Steve Siwinski Joe Summers


Sam Sharp Michael Dunsky Dan Gjeldum J.D. Cortese John Johnson


J rey Slater Matt Tierney Derek Bamonte Christin Luckman Mark Shippie


our marketing programs

Standard marketing materials are created
for each loan officer as soon as they start
with Guaranteed Rate, which includes:
„ Personal Guaranteed Rate Website
getting started „ Personalized Weekly Market Update Newsletter
„ Moving Announcement Post Card Mailing
„ VP Brochure
„ Bio Sheet
„ Marketing Kit With Custom Realtor Partner Program Material

getting started
VP Website

getting started
Weekly E-Newsletter - Market Update
Personalized newsletter with current rates and
mortgage industry news distributed weekly

getting started
Moving Announcement

getting started
VP Bio Sheet


We have ongoing database campaigns
for staying in front of clients and referral
partners:
database campaign „ Monthly Postcard Campaigns

„ Monthly E-Blast

„ Weekly Market Update E-Newsletter

database campaigns
Monthly Campaigns
Customized to your local market

database campaigns
Monthly Postcard Campaigns
Customized to your local market

database campaigns
Monthly E-Blast Campaigns
Realtor

database campaigns
Monthly E-Blast Campaigns
Consumer


A comprehensive series of co-branded
marketing programs for building realtor®
relationships:
„ Realtor® Portal: Website Home Page
„ Realtor® Portal: Getting Started
realtor ® portal The Realtor® Portal is a website designed to
help agents gain more buyers and sellers with
instant online access to our Realtor® Partner
agent toolkit Advantage programs, which include:
„ Find an Agent
„ Loan Status Monitor
„ Client Referral Exchange
„ Home Loan Analysis Sheets
„ Enjoy Newsletter
„ Broker Open Catering
„ Neighborhood Report
„ Virtual Tours
„ Co-Branded Custom Prints
„ Just Listed/Just Sold Postcards
„ Transaction Envelopes

realtor® partner advantage program
Realtor® Portal Home Page

Introducing
Realtor® Portal
Agent Toolkit 2.0
A marketing resource to
help grow your business

Listing Sheets

Co-Branded Custom Prints

Just Listed/Just Sold Postcards

Powered by MLSmailings.com, these customized postcards
inform potential clients of homes that have just entered the
market, or that have just been sold.

Become a VP of Mortgage Lending at Guaranteed Rate

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