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Tracy Potter

AVP, Mortgage Consultant at Morgan Stanley Private Bank, NA
Irving, Texas, United States
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Tracy Potter

AVP, Mortgage Consultant at Morgan Stanley Private Bank, NA
Irving, Texas, United States
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Tracy Potter has been immersed in the financial services industry for 20 years, having worked for seven top-tier financial institutions. With experience in banking and mortgage lending, Tracy has achieved a great deal of success throughout her career. Tracy is no stranger to the complexities involved in real estate transactions and is adept at processing mortgages, putting her expertise to work in both sectors.

Tracy is recognized for her credentials, holding a Series 6 and 63 license, National NMLS and 15 individual state mortgage licenses. Additionally, she has had a Texas Real Estate Broker license since 1987. Tracy received her Bachelor of Business Administration in Marketing from The University of Kentucky School of Business, studying an undergraduate in Business Administration and Management at Southern Methodist University, and Pre-Dentistry Studies at Fairfield University. She also studied at the International School Manila Philippines.

Tracy's previous roles include AVP, Private Banking Mortgage Consultant for Morgan Stanley, Senior Mortgage Premier Lending Desk Consultant NMLS# 357424, Dedicated Lending Associate, and Senior Mortgage Premier Lending Desk Consultant NMLS # 357424 at Citi. Also, Assistant Banking Center Manager for Comerica Bank, Licensed Morgage Loan Officer for Nationstar Mortgage, Personal Banker for Chase Bank, Licensed Texas Mortgage Loan Officer for Executive Home Mortgage, Licensed Texas Real Estate Broker for Coldwell Banker Real Estate Solutions, Mortgage Consultant for Countrywide Home Loans, and Teller for Bank of America.

Tracy's specialties include onboarding new Mortgage Loan Officers, banking sales and services, real estate transactions, and mortgage lending and processing.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.