Steve Lee

Sharpshooter
DISC Type : CD

Senior Mortgage Broker at Lumin Lending Inc.

United States

Overview

Steve Lee is a Senior Mortgage Broker at Lumin Lending Inc. with a focus on making the mortgage process simple and pressure-free for his clients. A graduate of California State University, Fullerton, he is consistently praised in reviews for being transparent, honest, and highly professional, leveraging his expertise in loan structuring and real estate financing.

There is no publicly available information regarding Steves personal life, hobbies, or interests outside of his professional career in the mortgage industry.

His guiding professional principle is to provide a service that is "Always No-Pressure. "

Personality Overview

Fast But Analytical

ROI Driven

Thorough Evaluator

They do not care very much about building rapport or relationships.  They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Mortgage Simplicity
His professional headline is "Making Mortgages Simple — Always No-Pressure, " indicating a core focus on straightforward, client-friendly processes.
Client Education
Multiple skills and customer reviews highlight his commitment to educating clients, answering all questions, and ensuring they feel comfortable and informed.
Real Estate Financing
His career history at Lumin Lending, Zillow Home Loans, and American Financial Network shows deep experience in the broader real estate financing sector.

Media Appearances

Steve has no verified media appearances

Work History

12-2025
Senior Mortgage Broker at Lumin Lending Inc.
10-2020 - 12-2025
Loan Officer at Zillow Home Loans, LLC
4-2019 - 10-2020
Loan Officer at American Financial Network Inc.
12-2017 - 4-2019
Loan Officer at Fellowship Home Loans
6-2015 - 12-2017
Post Closing Auditor at Wescom Credit Union

Education

9-2013 - 6-2015
Bachelor of Arts - BA from California State University, Fullerton
9-2010 - 6-2013
Education details unavailable from Golden West College

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : N/A Designation : Senior Mortgage Broker at Lumin Lending Inc.
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Steve

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • If convinced, they can reach decisions quite fast.
  • Can Steve take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Steve

Personality Compatibility


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