Meet Our Team
Learn more about me & my amazing team below.
Born and raised in St. Petersburg, I happily call Tampa Bay home. I married my high-school sweetheart, Jennifer, and we have five beautiful children that I adore. Family comes first and I love enjoying the outdoors together.
I am passionate about mortgages! The journey of working my way up the ladder from an entry-level position to an account executive has taught me many skills and birthed a passion to help clients achieve their dreams. In 2005, I started in the mortgage industry learning every aspect of the loan process. This experience has taught me that a strong work ethic, excellent communication skills, and dedication for this business are the recipe for success. I understand that this can be one of the largest financial decisions one can make in one’s lifetime. I am also confident that I can choose the right programs for each individual situation to make this the most successful homeownership experience. As a Sr. Loan Originator with Caliber Home Loans, clients can be assured that I have the experience and expertise to see the mortgage process through from beginning to end. This is not just a transaction to me, but a long term relationship that I take very seriously.
My name is Jimmy Marks and I am part of Your Bearded Loan Guy team. I have been in the mortgage industry since 2006.
We understand that no two loans are exactly alike. We will dedicate our time and energy towards getting to know your exact needs and matching them to the right loan program for you. I am honored to be working alongside you to share in this exciting experience with you and your family.
With the support of my wife of nine years and two fur babies, I get to follow my passion of working with our clients to help them achieve their goal of home ownership. Whether it is your first home or your forever home, our team will get it done.
What Our Clients Say...
I like how efficient it is to get documents through the secure portal. We always get someone to talk to for answering questions right away and we closed on time.
Charles has been great through out the process. He help me get the loan that I didn’t think I could. He is a part of made my dream come through to get this house. Thank you so much.
I was referred to Charlie by my sister. She described him as knowledgeable, trustworthy…simply incredible! I agree. He was very responsive and navigated me through the home buying process. I would be remiss if I left out James Marks, Charlie’s teammate….who was absolutely phenomenal, as well. I would highly recommend using Charlie and James of the Mortgage Firm.
Charles was great he constantly kept me informed. I work with him on a daily bases and why I chose him to do my refinance. He worked very hard to make things happen and thought outside of the box. And had a great experience definitely recommend him as a lender.
We would love to talk with you about your home financing needs!
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