Early in his career with Chase, Carl Schlegel worked in a high-volume role that quickly exposed him to a wide variety of clients, markets and deal scenarios. “There is very little I haven’t seen, and that experience still serves me today,” he says. A senior home lending advisor, Schlegel is able to leverage the entire team at Chase, not just on the mortgage side. “Most of my mortgage clients already have a relationship with Chase before they work with me,” he explains. “So not only can clients receive rate discounts based on that relationship, but they already know our local bankers and trust our brand.”

In the industry for nine years, Schlegel specializes in jumbo loans with first-time homebuyers and self-employed clients. He is also Chase certified in VA and FHA loans.

With experience originating in over 35 states throughout his career, he has been based in Kirkland the past four years, serving clients and agents throughout the entire Puget Sound region. “Despite a relatively flat overall market this year, I’m proud I was still able to significantly grow my business,” he shares. “I increased referrals and deepened relationships with my Realtor partners, bankers and clients.”

Recognized for being adaptable and efficient, Schlegel credits his prompt communication skills and his ability to set clear expectations for his success. “Clients appreciate my knowledge, confidence and experience,” he says. “And I just really love talking with people – my clients know that I truly care.” Along with many repeat clients, referrals come from local agents, as well as through the deep partnerships formed with Chase bankers and financial advisors.

An enthusiastic home chef, Schlegel enjoys traveling as often as possible and spending time with family and friends.