Jeffrey Berg

Sr. Mortgage Officer | NMLS 1271812

Jeffrey Berg has 23 years in the mortgage industry as a loan officer and branch manager and Brokerage Owner. He has worked with both Brokerage and Banking platforms. Jeffrey has completed over 3000 mortgage transactions and helped conclude over 700 purchase transactions. He became a Nationally Recognized Mortgage lender in 2015.

Jeffrey specializes in home loan purchases and refinance loans with expert knowledge of all loan programs offered. He works with all loan types including Conventional, FHA, USDA, VA, Jumbo, Reverse and Hard Money loans. The better your score, the more likely you are to get a great interest rate. But even if you don’t have perfect credit, contact us! We have loan options for everyone, and can provide credit bureau approved methods to improve credit scores so you can get a better loan rate in the future.

Jeffrey truly understands the importance of providing the highest level of service to his clients and will always go the extra mile to make sure his clients get into their new home!

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Required Documents

  • ID: 2 Forms
  • Tax Requirements: Past 2 Years
  • W2’s: Past 2 Years
  • Bank Statements: 60 Days, All Pages
  • 30 Days of Pay-Stubs

If Current Homeowner

  • HOA Coupon
  • Mortgage Statement
  • Tax Premium
  • Insurance Premium