Premier Lending — Private Client

Financing structured for the way you've built wealth.

High-value and complex transactions require a different conversation — one that begins with understanding how your income, assets, and portfolio actually work. This practice is built for clients whose situations mass-market lenders were not designed to serve: jumbo purchases, investor portfolios, equity-access strategies, and structures that require someone with in-house authority and 29 years of originating experience.

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Jeff Williams · NMLS #79479 · Durham, NC

Programs

For situations that require more than a standard application.

01

Jumbo & Super-Jumbo

Above conforming limits — up to $3M and beyond

High-value transactions require lenders who understand them. Financing for primary residences, second homes, and estate properties across the Triangle luxury tier — without the corporate underwriting delays that kill rate locks.

02

DSCR for Portfolio Investors

Qualify on cash flow, not tax returns

Investment properties in the RTP corridor and Triangle market qualify based on the property's income, not your personal returns. The right structure for investors who have built portfolios or whose paper income understates real cash flow.

03

Bank Statement / Business Owner

12–24 months deposits in lieu of W2s

Designed for NC business owners, entrepreneurs, and executives with equity compensation. Your revenue is real — it just does not present well on a tax return. This program is built for exactly that situation.

04

HELOC for Established Equity Holders

Access equity without disturbing your primary rate

Wake County's 2024 revaluation created equity events for most 2018–2021 purchasers. For homeowners in Governors Club, Hope Valley, MacGregor Downs, Hasentree, and comparable communities, a HELOC accesses that equity at current rates without touching a mortgage that may be locked well below market.

Why clients in this tier choose this practice

Experience, authority, and access — in a single conversation.

29 Years Originating

Two decades of experience with the transactions that require it most — complex income structures, jumbo underwriting, non-agency programs. The situations that trip up newer lenders are routine here.

Branch Manager Authority

Decisions are made in the room. No file sitting in a corporate queue, no underwriting committee you will never speak to. In-house authority means faster answers and a direct line of accountability.

Program Access Others Cannot Match

Premier Lending's product shelf includes the programs the big banks will not do and most retail lenders cannot price competitively — bank statement, DSCR, super-jumbo, and bespoke equity structures.

Markets served

The Triangle's established luxury communities.

Active across Wake, Durham, Orange, and Chatham counties — with particular depth in the communities below and surrounding luxury corridors.

Governors ClubHope ValleyMacGregor DownsHasentreeAvalaireNorth HillsBrier CreekFalls RiverMeadowmontFearrington Villageand surrounding luxury corridors

Contact

Start with a private conversation.

No obligation, no pipeline pressure. A direct conversation about your situation, what programs apply, and what structure makes the most sense given where you are.

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Jeff Williams · Branch Manager · Premier Lending · NMLS #79479 · Durham, NC