Meet Our Team
Our experienced mortgage professionals are dedicated to helping you achieve your homeownership dreams. With decades of combined experience, we provide personalized guidance every step of the way.
Leadership Team
Michael Rodriguez
With over 25 years in mortgage lending, Michael founded Theós Financial with a vision to provide transparent, client-focused home financing solutions. He holds an MBA in Finance from UCLA Anderson and has originated over $2 billion in residential mortgages throughout his career.
Key Achievements:
- Top 1% Loan Originator - National Mortgage News (2019-2023)
- California Mortgage Banker of the Year (2021)
- MBA Finance, UCLA Anderson School of Management
- Certified Mortgage Planning Specialist (CMPS)
Sarah Chen
Sarah brings 20 years of operational excellence to Theós Financial. She specializes in streamlining loan processes and ensuring exceptional client experiences. Her background in technology and finance has helped modernize our operations while maintaining the personal touch our clients value.
Key Achievements:
- Operations Excellence Award - Mortgage Bankers Association (2022)
- MS Computer Science, Stanford University
- Certified Six Sigma Black Belt
- 15+ years in mortgage technology and operations
Senior Loan Officers
David Thompson
David specializes in first-time homebuyer programs and government loans. With 15 years of experience, he's helped over 1,000 families achieve homeownership.
Specialties
Jennifer Martinez
Jennifer is our jumbo loan specialist with expertise in luxury home financing. She works with high-net-worth clients and complex financial situations.
Specialties
Robert Kim
Robert focuses on refinancing and helping homeowners optimize their existing mortgages. He's saved clients millions in interest over his 12-year career.
Specialties
Amanda Foster
Amanda specializes in self-employed borrowers and non-traditional income documentation. She helps entrepreneurs and freelancers navigate complex loan scenarios.
Specialties
Carlos Gutierrez
Carlos serves Spanish-speaking clients and specializes in construction and renovation loans. Fluent in both English and Spanish, he bridges cultural and language gaps.
Specialties
Lisa Wang
Lisa specializes in working with tech professionals and understands the unique financial situations of those in the technology industry, including stock options and RSUs.
Specialties
Loan Processing Team
Our experienced processors work behind the scenes to ensure your loan moves smoothly from application to closing.
Michelle Rodriguez
Michelle leads our processing team with expertise in conventional and government loans. She ensures all documentation is complete and accurate for smooth underwriting.
Specialties
Jessica Park
Jessica specializes in jumbo and complex loan processing. She excels at managing high-value transactions and coordinating with multiple parties for seamless closings.
Specialties
Brian Johnson
Brian focuses on refinance processing and has a keen eye for detail. He works closely with borrowers to ensure all conditions are met efficiently and on time.
Specialties
Maria Santos
Maria brings fresh energy to our processing team and specializes in government loan programs. She's bilingual and helps coordinate with Spanish-speaking borrowers.
Specialties
Our Values
Trust & Transparency
We believe in honest communication and clear explanations throughout your mortgage journey. No hidden fees, no surprises.
Client-First Approach
Your goals are our goals. We take the time to understand your unique situation and find the best loan solution for you.
Innovation & Excellence
We combine cutting-edge technology with personal service to deliver an exceptional mortgage experience from application to closing.
Ready to Work With Our Team?
Get matched with the right loan officer for your specific needs and start your journey to homeownership today.