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About

Passionate. Experienced. Dedicated to Details.

History

The management at Mortgage Trust Inc. has over 38 years of experience in mortgage banking along the Gulf Coast. The company was founded on our goal of helping our clients reach their financial goals while making their home buying experience a pleasant and rewarding one.

At Mortgage Trust Inc. we believe our clients' and business partners' satisfaction is the essential part of our success. We believe that the home buying experience should be an effortless one for our clients. We use our many years experience in mortgage banking to streamline the mortgage process. 

Our local processing and underwriting capabilities facilitate our clients home buying process. Mortgage Trust Inc. can close all loan products in as little as 3-4 weeks.

 

Get in touch

Considering buying a home? Looking to refinance your existing mortgage? Wondering what your financing options are? Please don't hesitate to reach out or book an appointment today. Call us at 850.497.6767 or click below..

Book an appointment ▸

 
 

The Mortgage Trust Team

 
 

President // ceo

Calvin Moghadam

Calvin has over 25 years in the mortgage banking industry and finance. His expertise in the industry has led to Mortgage Trust Inc.'s success! His leadership and knowledge are unprecedented and can only be had by the experience he has gathered over the years.

 

Education

B.T. WASHINGTON HIGH SCHOOL
Class of 1985

UNIVERSITY WEST FLORIDA
Class of 1990 B.S., Building Construction, emphasis in Real Estate Marketing & Finance.

Activities & Philanthropy

• Calvin is actively involved with Pace Center for Girls.
• Calvin is actively involved with Gulf Coast Kids.
• Calvin is actively involved with ARC Gateway.

Personal Activities:

• Calvin enjoys weight training, is an automobile enthusiast and an animal lover.

 
 

 
 
 

Branch manager / vice president

Jennifer Moghadam

Jennifer has over 18 years in the mortgage banking industry. She is known for streamlining the mortgage process for quick and accurate closings. She is an originating Branch Manager and has originated millions of loans over the course of her career. The most satisfying part of her job is helping families purchase their homes and the friendships she builds with her clients. Her quickest clear to close was 6 days!

 

Education

MOORE HIGH SCHOOL
Graduating Class of 1993

UNIVERSITY OF OKLAHOMA
 

Activities & Affiliations

• Actively involved with Pace Center for Girls
• Actively involved with Gulf Coast Kids House
• Actively involved with ARC Gateway.

Personal Activities:

• Jennifer enjoys watersports, exercise bootcamps, and reading. She is an avid reader
and an animal lover, she also enjoys cooking and swimming.

 
 

 
 
 

Executive assistant

Megan Jane Thompson

Megan Jane Thompson was born, raised, and currently resides on the Florida’s Gulf Coast. She attended Gulf Breeze High School before graduating from Pensacola State College and is proud to claim the title of the first “Florida Baby” of her family. Previously a Realtor with Levin Rinke Realty, Megan has a vast knowledge of the Gulf Coast’s real estate market. From watching the Blue Wahoos play baseball at the Maritime Park, cheering on the Ice Flyers hockey team at the Civic Center, listening to various live bands at Vinyl Music Hall, to being an active member with the local sports social club call Kaboom, Megan is passionate about the lifestyle this area provides and embraces everything it has to offer.

 

Education

GULF BREEZE HIGH SCHOOL
Class of 2010

UNIVERSITY OF SOUTH ALABAMA
Phi Mu Pledge

Organizational Roles:  

• Create marketing materials and maintain social media networks.
• Quality control, record keeping, data entry, and document preparation.
• Order title documents, insurance quotes, appraisals, and IRS transcripts.
• Provides friendly customer service and client confidentiality.

Personal Activities:

• Megan enjoys yoga, beach volleyball, paddle boarding, snorkeling, art, interior design and reading.

 

 

 
 

 
 
 
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Processor

Kasey Pfaff

Kasey Pfaff is ecstatic about living back in her home town of Gulf Breeze, FL. After attending Gulf Breeze High School and graduating from the University of West Florida with her bachelors in Hospitality and Sports Management, Kasey married the man of her dreams becoming a military spouse. Thankful their orders returned them here after being in St Louis for several years, Kasey, her husband, and their two fur babies settled down and purchased their first home together (through Mortgage Trust, of course). Kasey takes pride in assisting her clients to achieve the happiness she is blessed to know by making the loan process a delightful one. On the weekends, she can be found kayaking, baking, or watching Alabama football with friends and family.

Organizational Roles:  

• Ensures the timely and accurate packaging of all loans originated by our loan officers.
• Communicates with all parties to make sure all information is complete.
• Organizes workflow to meet all timeframes.
• Collects information and processes each file from pre-approval to closing as well as processes new loan applications and much more.

Personal Activities:

• Enjoys working out, kayaking, college football, and is an animal lover.

Education

GULF BREEZE HIGH SCHOOL
Class of 2007

UNIVERSITY OF WEST FLORIDA
Class of 2012

 
 

 
 
 
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Processor

Christina Naes

Christina Naes is dedicated and enjoys the rewarding feeling of guiding her clients through the loan process in a smooth, efficient manner. Christina grew up in St. Louis but is originally from the Pensacola area. Remembering every childhood summer vacation she experienced here, Christina decided this was the place she wanted to raise her two daughters. In 2011, Christina officially made Perdido Key her home again and hasn’t looked back since. She enjoys watching her daughters grow as they participate in local activities such as the farmers market on the weekends and other various festivals throughout the year. Christina is a major baseball fan and is dedicated to her childhood team from St Louis, the Cardinals.

Organizational Roles:  

• Ensures the timely and accurate packaging of all loans originated by our loan officers.
• Communicates with all parties to make sure all information is complete.
• Organizes workflow to meet all timeframes.
• Collects information and processes each file from pre-approval to closing as well as processes new loan applications and much more.

Personal Activities:

• Christina enjoys being a mom to her beautiful children. On the weekends she enjoys boating, fishing, golfing, and church activities. 

 

 

Education

FORT ZUMWALT WEST HIGH SCHOOL
Unknown Class

SAINT CHARLES COLLEGE
 

 
 

 
 
 

Executive assistant

Lexi Rutkowski

Lexi Rutkowski has always called the Gulf Coast her home. She grew up in Tampa, and after leaving Florida for a very short time, she knew she had to come back to soak in more of our beautiful Florida sunshine. She previously worked in the Hospitality Industry down the Emerald Coast – from the beaches of South Walton all the way to Pensacola Beach. She loves working with people and is great at helping to quickly squash any issue that may arise. On the weekends, she loves dragging her husband out of the house to visit our beautiful white sand beaches, or go shopping downtown. They’re very patiently awaiting the arrival of their first baby boy in July 2017!

Education

TAMPA CATHOLIC HIGH SCHOOL
Class of 2013

FLORIDA STATE UNIVERSITY

Organizational Roles:  

• Create marketing materials and maintain social media networks.
• Quality control, record keeping, data entry, and document preparation.
• Order title documents, insurance quotes, appraisals, and IRS transcripts.
• Provides friendly customer service and client confidentiality.

Personal Activities:

• Lexi enjoys tanning on the beach, shopping, and being a food critique by eating at as many restaurants as possible!