Jonathan maintains highly specialized expertise in California real property, finance/lending, and trust and estate laws. He has completed nearly 10,000 financial transactions to estates and trusts in more than 25 years of probate loan management work. Jonathan is a trusted source for attorneys throughout California, as well as for mediation and arbitration judges. A recognized industry expert, he serves as a single source for estate mortgage borrowing needs.

California Department of Real Estate Broker #01881423
Nationwide Mortgage Licensing System and Registry NMLS # 307111
Paralegal

Dana has been providing high-level support in loan document production and portfolio servicing for more than 25 years. Experienced in common practices in the real estate, legal and loan industries, she has held executive administrative positions for major banking, lender and loan companies, has served as a loan officer on probate administrator loans, and has probate paralegal experience. Dana holds a Bachelor of Arts degree from California State University, Northridge.

California Department of Real Estate Salesperson #1882852