Simon Stein
About Simon Stein
Simon Stein is a Senior Home Lending Advisor at Chase Private Client, specializing in home purchasing and refinancing. With over 20 years of experience in the home lending industry, he provides tailored loan options and comprehensive support to clients in the greater Chicago area and beyond.
Work at Chase
Simon Stein has been employed at Chase as a Senior Home Lending Advisor within the Chase Private Client division since 2018. In this role, he provides expertise in home purchasing and refinancing, helping clients navigate the mortgage process. He focuses on offering tailored loan options and comprehensive support to meet the specific needs of each client. His experience in this position has contributed to his reputation as a knowledgeable advisor in the home lending sector.
Previous Experience in Mortgage Lending
Before joining Chase, Simon Stein worked at Guaranteed Rate Affinity as Vice President of Mortgage Lending for a period of seven months in 2018, based in the Greater Chicago Area. Prior to that, he served as a Wealth Management Loan Officer at Bank of America from 2016 to 2018, where he gained valuable experience in the mortgage lending field. His diverse background in various lending roles has equipped him with a broad understanding of the industry.
Education and Expertise
Simon Stein studied at Kalamazoo College, where he achieved a degree in Economics. His educational background provides a solid foundation for his work in the home lending industry. With over 20 years of experience, he specializes in guiding clients through the mortgage process, ensuring they find the right mortgage solutions tailored to their financial situations.
Industry Experience
With more than two decades of experience in the home lending industry, Simon Stein has assisted numerous homebuyers in the greater Chicago area and across the nation. His extensive experience allows him to offer informed advice and support to clients, enhancing their home buying and refinancing experiences.