Nationally Recognized.
Quietly Exceptional.
More than a decade serving high-net-worth clients across FL · CA · NY
A Different Kind
of Loan Officer
Rachel Alexander is a nationally recognized mortgage strategist and top-producing loan officer with more than a decade of experience serving high-net-worth clients across Florida, California, and New York.
As a Retail Mortgage Loan Originator at SoFi, Rachel made history as the company's first Retail Originator; she helped build and elevate SoFi's retail mortgage platform from the ground up. Before SoFi, she established an exceptional track record across the industry's most prestigious institutions: ranking among the country's top originators at Citizens, becoming Citi's #1 loan officer without a team, and generating nearly $200M in first-mortgage volume at PNC.
Rachel's expertise centers on jumbo and ultra-jumbo lending, private banking solutions, and sophisticated mortgage strategies designed for family offices, wealth advisors, realtors, and attorneys. She doesn't just close loans; she aligns mortgage planning with her clients' broader financial picture, delivering guidance that lasts well beyond the transaction.
Her reputation is built on three things: discretion, precision, and an unwavering commitment to exceptional service.
Who Rachel Works With
High-Net-Worth Individuals
Discreet, bespoke financing for executives, entrepreneurs, and private wealth clients who expect precision and discretion.
Family Offices
Complex multi-entity structures and ultra-jumbo solutions aligned with broader family wealth strategy and long-term planning.
Wealth Advisors
A trusted mortgage partner who integrates seamlessly into your clients' financial plans and never creates friction at the closing table.
Realtors & Attorneys
Reliable, sophisticated financing that closes on time and never embarrasses your client relationship or professional reputation.
Ready to Work Together?
Speak with Rachel directly. No gatekeepers, no wait times, no generic advice.