Mortgage Strategy
for High-Net-Worth
Clients
Jumbo & Ultra-Jumbo Specialist · FL · CA · NY
A Different Kind
of Loan Officer
Rachel Alexander approaches mortgage lending the way a private banker would: with strategy, discretion, and a deep understanding of complex financial situations. She does not just find you a rate; she engineers a financing structure that fits your entire financial picture.
As SoFi's first-ever Retail Mortgage Loan Originator and former #1 loan officer at Citi, Rachel brings institutional-grade expertise to a highly personal process. Her clients include high-net-worth individuals, executives, family offices, wealth advisors, and top real estate professionals.
Read Full BioThree Premier Markets
Rachel serves a select clientele across three of the most competitive real estate markets in the country.
Florida
Serving South Florida's affluent communities with jumbo financing expertise and deep local market knowledge.
New York
Ultra-jumbo and co-op expertise for New York's most discerning buyers in Manhattan and beyond.
California
Tech-forward financing for Bay Area executives, founders, and high-earning professionals.
Specialized Lending Services
Jumbo Lending
Expert financing for high-value properties above conforming loan limits, with access to competitive rates and flexible terms.
Ultra-Jumbo & Private Banking
White-glove service for ultra-high-net-worth clients, family offices, and private banking relationships requiring bespoke solutions.
Purchase Financing
Strategic purchase financing aligned with your broader financial goals, from primary residences to investment properties.
Refinancing Strategy
Intelligent refinance analysis to lower your rate, adjust your term, or unlock equity in a way that optimizes your position.
Ready to Get Started?
Speak with Rachel directly. No gatekeepers, no wait times, no generic advice.