About The Simon Loan Team
Hey! I'm your loan guy, Todd. Sure I’m a loan wiz, but I didn’t get into this industry because of a passion for mortgages. I’m in this because of the joy I get from giving people the opportunity to build their lives in a home they love. I’ve been in the mortgage biz for nearly a decade (“The Original Originator”) and I’m one of the most knowledgeable lenders out there. Although I don’t take myself too serious, I’m damn serious about ensuring that every single person who has entrusted my team and I with their home financing, confidently gets into the home of their dreams.
At Simon Loans, we do all of this so you can get into the home of you dreams without the stress, confusion and awkward lender encounters (nope, we don’t wear suits). And, even more importantly, we do this so you can enjoy every moment of your new life in your home, because you worked with a lender that enabled you to confidently select a loan and home that’s perfectly tailored for you!
Stefanie has been an invaluable member of the team since early 2015. Her number one goal is to serve you, our customers and to help answer any questions you may have before, during, and after the loan process. As Client Coordinator for the team, she handles all incoming new referrals and makes certain that every client the team comes into contact with receives immediate, five-star attention. Stefanie begins the pre-approval process with all new clients in preparation for Todd’s formal consultation. In addition to serving as a first point of contact on the team, she manages all active loan files after Todd has originated the loan application. As a Loan Originator, Stefanie assists many clients achieve the dream of homeownership and excels at consulting her clients through purchase and refinance scenarios.
Stef, her husband Sam, and their beautiful children, Bodi and Aria, currently reside in the Lake Country area. She thoroughly enjoys reading for both entertainment and to continue learning, and she is really striving to be a better cook (practice makes perfect!). As a hobby, Stef enjoys being active and teaches a weekly cycle class at a local gym. Her family’s favorite activities include being outdoors and spending time with family locally.
As the team’s Mortgage Consultant, Nick backs up Todd and Stefanie in all that they do, further enhancing the client experience. Nick plays an important role in the long-term satisfaction of all the Simon Loan Team clients. Long after the transaction closes, he stays in touch for semi-annual mortgage reviews to make sure those that we have helped are in the best loan position possible. Nick is also rapidly growing his individual business as a mortgage loan originator, and is able and willing to assist new clients with their purchase or refinance transactions.
Nick is born and raised in the Lake Country area and still resides in Waukesha County. He enjoys spending time with his friends & family, and watching sports games. He is a huge Packers fan and also enjoys rooting on the Badgers and Brewers. Nick’s biggest passion outside the office is drone piloting and aerial photography. If it is a nice day outside, you can expect to see him flying his drone and creating videos of his adventures. If he isn’t piloting, he's honing in his skills with sporting clays and trap shooting.
Quest Home Loan Center, a division of Bank of England
Quest Home Loan Center was started at the height of the Country’s financial crisis and while most mortgage companies were closing their doors. Quest opened its doors November 2008 with 4 employees but over 75 years of collective experience. We have since grown to more than 15 employees.
The desire from day one was to separate ourselves from the rest of the mortgage industry where real customer service and communication were merely words on a marketing piece. The desire or “quest” was to clearly define what a memorable customer experience should look and feel like and then set the bar extremely high for customer satisfaction in delivery of speed, efficiency, communication, peace of mind, and on-time commitments and closings.
The experience starts in our belief system. The belief that a customer deserves to have a positive and stress free home-buying experience and completing that journey feeling like they were well informed and not uncertain about any aspect of the process. We value knowing our clients have peace of mind as they wait for that special closing day for their first, second, or third home.
No two customers are alike in their financial position and they need to be treated with individuality in mind. We counsel and advise to provide our clients so they are in the best financial position going into a transaction as well as where they may be years from their closing.
Experience the Quest Difference! Visit the Quest Home Loan Center website!
The Simon Loan Team – Why us?
The Simon Loan Team and Quest Home Loan Center are second to none. Hear about our core values that allow us to provide the smoothest and most successful home financing experience possible!