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July 2024 ~ Jax Real Producers | Partner Spotlight | Scott Goldstein & Wade Swindell with Atlantic Trust Mortgage.
Congratulations to our July 2024 ~ Jax Real Producers Partner Spotlight, Scott Goldstein & Wade Swindell with Atlantic Trust Mortgage.
YOUR HOMETOWN BROKER
By Zachary Cohen | Photos By The Real Estateographers
“WE HAVE BUILT OUR BUSINESS BY DOING THINGS THE RIGHT WAY. WE TAKE EVERY RELATIONSHIP AND EVERY CLIENT SERIOUSLY.” -SCOTT GOLDSTEIN
Over the past 21 years, Atlantic Trust Mortgage has built a reputation for being one of the most trustworthy mortgage brokers in Northern Florida. With founder and President Scott Goldstein and Vice President Wade Swindell at the helm, Atlantic Trust expects to continue expanding. Their growth, however, won’t be at the expense of the client experience; it will be because of the exceptional service they deliver. Relationships and customer service drive everything Scott, Wade, and their team do.
“We do what we say we’re going to do. We do it with the utmost care for our clients and real estate partners. We take things seriously and always do things the right way 100% of the time,” Scott says.
HOMETOWN ROOTS
Scott and Wade have each been in the mortgage lending business since the early 2000s.
Scott began his lending career as a loan originator in Orlando in 2001. Two years later, he returned to Jacksonville to found Atlantic Trust Mortgage. For many years, he led a small, trusted operation.
When Wade joined the team in 2017, the business really took flight. Wade began his lending career in 2000
and spent the next 15 years primarily working for large banks and call centers. After meeting Scott and discovering they were neighbors (a road runs between the backsides of their houses), Wade joined the Atlantic Trust Mortgage team.
“Scott has a great reputation. I had been losing a bunch of deals because the interest rates I had to offer weren’t competitive. What intrigued me about coming to work with Scott was to be a business owner but also to offer my clients the absolute best products and interest rates I could possibly give to them,” Wade says.
GROWING WITH THE TIMES
Atlantic Trust Mortgage has grown to a team of 17 loan originators. The exponential growth has been due to a combination of factors: Scott and Wade’s leadership, the consistent efforts to build a reputable brand, and an unwavering commitment to client satisfaction.
“We have some loan originators that have been here for 10+ years now, and we’ve really grown the brand. We’ve grown our REALTORS® partnerships exponentially, and we truly do what’s in the best interest of clients,” Scott says.
“We have a motto: When our real estate partners are working, we’re working, whether that’s 10:00 pm or Saturday at 3:00 pm. We instill that value into all of the originators that work for us.” “We love what we do,” Wade smiles.
“We love working with buyers and real estate partners, so it doesn’t feel like work, even though it is. Being able to come in every day and have something different to tackle—hiring, marketing, educational events—we get to do a lot of different things in our industry. That makes every day exciting.”
CONTINUED GROWTH
As Scott and Wade look ahead, they envision continued growth. Their next big move is to make Atlantic Trust Mortgage a lender, as opposed to a broker, expand across state lines into Georgia, and triple their volume. But no matter what the structure of their business looks like, their primary goal remains the same: to provide best-in-class service to their clients and partners.
“I met with a real estate agent for coffee the other day, and after 30 minutes of a conversation, he looked at me and said, ‘I can tell you absolutely love what you do.’ For me, mortgage lending is the only thing I’ve ever done. It allows me to provide for my family, and it’s something I’m still passionate about 20 years after starting,” Scott closes.
FAMILY SPOTLIGHT
In his free time, Scott enjoys boating, watching sports, and spending time with his kids, Ethan (13), Charlotte (11), and Lucy (7). He is also active, enjoying time at the gym and running.
Wade and his wife, Katie, have three kids: Mackenzie (16), Lincoln (14), and Logan (10).
He’s involved at his church, where he leads a weekly Bible study, and enjoys staying active.
For more information, visit atlantictrustmortgage.com.
