New American Funding jobs in Tustin, CA

Title: Service Desk Executive Support Tier 3 Schedule: 9am-6pm PST Compensation: up to $35/hr, DOE Summary: We are seeking an experienced and highly skilled Service Desk Executive Support - Tier 3 Technician to provide advanced technical support and problem resolution for C-level executives, owners, and other high-profile users. This role requires expert-level troubleshooting, discretion, and the ability to operate independently while delivering a seamless and high-touch IT experience. The ideal candidate excels in executive-facing environments, manages complex issues efficiently, and helps lead strategic initiatives related to user support, technology adoption, and infrastructure improvements. Responsibilities • Deliver high-level, white-glove IT support to executives and VIPs, addressing complex technical issues across hardware, software, mobile, network, and AV systems. • Act as the final escalation point for unresolved technical problems from Tier 1 and Tier 2 teams, ensuring timely and effective solutions. • Provide expert support for enterprise tools including Windows/mac OS, Microsoft 365, VPN, mobile device management (MDM), AV systems, and collaboration platforms (Zoom, Teams, Webex). • Work directly with executive staff to proactively identify needs, recommend solutions, and deliver personalized technology enhancements. • Handle sensitive and confidential information with the utmost discretion and professionalism. • Lead incident response and root cause analysis for high-impact or recurring executive support issues. • Collaborate with cross-functional IT teams (infrastructure, networking, security) to resolve complex problems and support enterprise initiatives. • Manage and maintain executive endpoint devices, ensuring compliance, security, and performance across all locations (office, home, mobile). • Support executive travel and remote connectivity requirements, including international setups and secure access. • Coordinate and support AV and video conferencing systems in boardrooms, events, and home offices. • Contribute to documentation, executive-facing training guides, and process improvements. • Mentor junior staff and contribute to the growth of the executive support function. Qualifications • 5+ years of experience in IT support roles, with at least 2+ years in a Tier 3 or senior executive support capacity. • Advanced knowledge of Windows, mac OS, Microsoft 365, VPN, mobile device platforms (iOS/Android), and endpoint security. • Strong understanding of Active Directory, Exchange/Outlook, MDM tools, and enterprise collaboration platforms. • Experience with AV systems, smart devices, and remote troubleshooting in residential and corporate environments. • Excellent diagnostic and problem-solving skills with a methodical and calm approach. • Outstanding verbal and written communication skills, with the ability to interact confidently with executive-level users. • Ability to manage projects, document solutions, and support long-term IT initiatives aligned with executive needs. • High level of discretion, professionalism, and customer service orientation. • Certifications such as Microsoft Certified Professional (MCP), Apple ACMT, ITIL, HDI, KCS or CompTIA are strongly preferred. • Flexibility to provide on-call, after-hours, and travel support as needed. • Certifications such as CompTIA A+, Microsoft 365 Fundamentals, or Apple ACSP are a plus. #LI-JS3 #NAF

If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * The Series 7 and 66 or 63/65 are required, 9/10 strongly preferred. Required to obtain the Series 9/10 and Insurance licenses within 60 days of hire The Purpose of Your Role In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring * You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise * With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others * You're able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations * You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates * You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations * You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity The Value You Deliver This member of branch management will: * Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction * Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential * Build a culture of trust through compelling communication, collaboration and coaching * Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations * Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation * Oversee operational activities, including supervision of local risk and compliance issues and client concerns How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You'll learn firsthand how to lead a successful and compliant office, and most importantly, you'll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential. The base salary range for this position is $105,000 - $145,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales

Inside Loan Agents receive 100% inbound calls from qualified home shoppers looking to make their next purchase. We pay top commissions, and supply the best on going training and leadership in the Call Center Industry, all focused on your success. NAF LO's have all the modern tools needed to move fast and be successful, including: Industry leading Comp Plan with super low online rates and fees. 1000's of Real Estate partners to help your borrower find a home quick, and ensure the loan closes with you. The latest and fastest CRM and LOS systems. NAF's Rapid app ensures quick and accurate 1003's from your borrower, on their cell phone Texting ability from our CRM, as well as mass voice mails to reach a group. We service our own loans, your picture and contact info stay on their mortgage coupon. All your funded clients are yours to keep, you get the refinances and referrals for higher comp! Let us show you a solid plan for ensuring a repeat and stable business plan to smooth out the ups and downs of the Mortgage Industry. Responsibilities Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them. Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day. Accept multiple live, qualified inbound leads daily. Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff. Structure and price loans accurately. Qualifications 2+ years' full time purchase or refinance loan origination experience; call center environment preferred. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current NMLS license. ( Must have pass National test & 20 hour lic. course.) Excellent communication and relationship skills. Self-motivated, self-starting professional. Detail oriented with strong organizational and follow through skills. Truly independent mortgage sales professional. Bilingual; ability to read, write and speak additional languages is a plus but not required. Desired Education/Experience High School Diploma or equivalent Two or more recent years' full time loan origination experience, preferably in a call center environment Current NMLS license. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AS1

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

Trailing Docs Specialist Pay: $19/hr. + full time benefits. Summary: The Trailing Docs Specialist will be responsible for getting documents corrected with 3 rd party partners and also communicating with homeowners and setting up mobile notary appointments, as well as assisting with scanning and file preparation. Independently manages assigned tasks and workflow items to satisfy turn-time goals. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Responsibilities Essential Duties and Responsibilities: Coordinates the tracking, reporting, and correcting of trailing documents. Performs scanning of completed loan files into companies' systems Assists department shippers preparing files to be mailed as needed. Manages the logistics of the physical file room; keeping accurate, organized and complete department files. Establishes a positive and productive working relationship with title companies, and other internal and external business partners, as appropriate for job function. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. Qualifications Job Competencies / Qualifications: 2 years prior residential post-closing or loan servicing. High School diploma or GED. 2 or more years' experience working in post-closing or in trailing docs Working knowledge of conventional and government residential mortgage loans, and investor guidelines. Must have excellent attention to detail. Prior experience and proficiency with Loan Origination Systems (Encompass 360) and Microsoft Office programs (i.e. Outlook, Word, Excel, etc.). TRID Good verbal and written communication skills. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-JD2

Talent Acquisition Specialist (Sourcing Retail Loan Officers) Location: Tustin, CA (Full time onsite) Compensation: $24.03/hr + monthly bonuses based on appointments scheduled that are set up each month with the VP Summary: A Talent Acquisition Specialist assists the VP, of Talent Acquisition with sourcing and recruiting producing Loan Officers and Branch Managers in an aligned region/division. Responsibilities Proven success cold calling candidates and overcoming objections. Coordinates communication between VP and Candidates. Develops and maintains a network of contacts to help identify and source qualified candidates. Enter notes, recruit details and follow up tasks into Bonzo (CRM) consistently. Ability to demonstrate proficiency by using multiple internet recruiting sites to network and recruit. Proactive approach to recruiting and experience building talent pools/talent communities. Initiates contact by Cold Calling, texting, emailing, etc with possibly qualified candidates for specific aligned region Current or previous mortgage sales or operations experience is a plus. Qualifications Education/Experience: 2-3 or more years' talent acquisition, recruiting, and/or sourcing experience. High School diploma or General Education Degree; some college preferred. Proactive approach to recruiting and experience building talent pools/talent communities. Ability to demonstrate an understanding of human resources practices/policies related to the new hire process. Proven success in a fast paced, sales oriented work environment. Strong interpersonal and people skills. Excellent written and verbal communication skills. Works extremely well in a team environment and collaborates with other team members. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AS1

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Overview Mortgage License Trainee (30-Day Licensing Program) Location: Onsite in Tustin, CA (Please note that the office is moving off the 55 FWY and MacArthur Blvd in January of 2026!) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: 100% paid licensing costs, including: 20-hour NMLS course NMLS test fee State-specific licensing fees (as applicable) On-site guidance and support throughout the full training period A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: Attend all on-site training sessions at a NAF location Complete the 20-hour NMLS pre-licensing course provided by NAF Study material and prepare for the nationwide NMLS SAFE Test Take and pass the NMLS exam Maintain consistent attendance and engagement throughout the program Qualifications Strong desire to build a career in mortgage lending or financial services Ability to commit to part-time, on-site attendance during the 30-day training period Excellent communication skills and willingness to learn Strong time management and study discipline High school diploma or equivalent Ability to pass the NMLS-required background check, and credit check Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.[EOE/M/F/D/V. Drug-free workplace.] #LI-DN1

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. The Expertise We're Looking For * We ask that you have sales experience in the financial service industry * We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire * CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. The Skills You Bring * Your planning skills and in-depth knowledge of financial product offerings * You are confident in front of an audience of any size and have impressionable public speaking skills * Your unparalleled desire to coach and impact others' results * You are an approachable leader with the ability to effortlessly influence others The Value You Deliver * Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement * Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles * You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices * Leading by example and demonstrating organized preparation and effective follow up skills * Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities. The base salary range for this position is $124,000 - $140,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales Support

CD Sales Manager (Refi Consumer Direct Division) Salary: $60k + bonus + full time benefits including paid holidays, paid vacation, and 401k Summary: The CD Sales Manager oversees all activities related to operations and development of company products by performing the following duties personally or through subordinate supervisors and employees. Responsibilities Review pipelines for timeliness, lock expiration, COE, loan contingency, etc. Works with processors to manage the pipeline to ensure we meet the COE date. Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness. Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc. Supports Loan Consultants and production team, resolves or escalates file level issues to sales or processing managers. Communicate training needs as needed to the management team. Review Encompass report for file start date for new files not elevated to PA. Review loans that are in processing that are still floating work with the LO/SM/ to get loans reviewed for locks. Review files that are suspended by underwriting. Meet with LO to review pipeline as needed. Assist new LO's with Encompass questions and DU/LP finding. Conduct monthly meetings with Loan Consultants to review policy changes/system updates. Other duties may be assigned. Qualifications 2+ years' full time refinance or purchase loan origination experience. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current and Active NMLS license. Four or more additional state NMLS licenses preferred. Desired Education/Experience: High School Diploma or equivalent Two or more recent years' full-time loan origination experience, preferably in a call center environment One or more years managing a sales team, preferably in a call center enviornment Minimum of four approved state licenses through the NMLS. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AM1

Mortgage Loan Officer Trainee in our training program] **Must have passed your NMLS Safe Exam prior to starting** We can provide you information regarding getting NMLS licensed Location: Must be onsite in Tustin, CA Position Summary: Our Mortgage Loan Officer Trainee program is specifically designed for individuals new to the mortgage industry. The program aims to train and mentor participants, ultimately preparing them to graduate as Sr. Mortgage Loan Officers. As a Mortgage Loan Officer Trainee, you will work closely with the Inside Loan Agent Division, assisting Sr. Loan Officers. Your role will involve communicating with customers about their initial interest in obtaining a pre-approval. By gathering and relaying information related to the customer's specific needs and interests, you will gain valuable knowledge and experience in the loan origination process. Successful Mortgage Loan Officer Trainees are effective communicators, engaging with customers and Sr. Loan Officers through email, telephone, and text/SMS. They provide a high level of customer service to all parties involved, ensuring an exceptional customer experience. Responsibilities • Assist customers in gathering documentation for underwritten pre-approvals.• Establish rapport with customers via email and telephone.• Educate customers on the next steps for pre-approval.• Follow up on conditional items needed to complete the pre-approval process.• Set realistic expectations to maximize customer satisfaction.• Input gathered information into the computer system.• Disposition customer files based on their interest and ability to proceed.• Review customers' credit reports to determine eligibility for loan qualification or referral to credit repair.Qualifications 1. Previous or current call center or inside customer service or sales experience. 2. Ability to demonstrate proficiency communicating with customers over the phone and via email. 3. Knowledge of the mortgage loan refinance or home buying process. 4. Proven experience bring outgoing, energetic, hardworking and willing to learn. 5. Excellent customer service skills. 6. Excellent written and verbal communication skills. 7. Proficiency with Microsoft Office programs such as Word, Excel, and Outlook. 8. Passionate about helping customers achieve financial goals. Desired Education/Experience: 1. 2 or more years of office or inside customer service / call center experience preferred. 2. 1 or more years of experience working in the mortgage or real estate industry preferred. 3. 2 or more years of customer service and/or sales experience preferred. 4. High School Diploma or equivalent; some college preferred. 5. Must have passed NMLS exam Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. #LI-AO1

If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * The Series 7 and 66 or 63/65 are required, 9/10 strongly preferred. Required to obtain the Series 9/10 and Insurance licenses within 60 days of hire The Purpose of Your Role In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring * You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise * With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others * You're able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations * You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates * You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations * You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity The Value You Deliver This member of branch management will: * Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction * Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential * Build a culture of trust through compelling communication, collaboration and coaching * Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations * Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation * Oversee operational activities, including supervision of local risk and compliance issues and client concerns How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You'll learn firsthand how to lead a successful and compliant office, and most importantly, you'll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential. The base salary range for this position is $105,000 - $145,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

New American Funding (NAF) is a nationwide mortgage lender dedicated to providing tailored home financing solutions to borrowers of all backgrounds across the United States. We are seeking a highly organized, proactive, and deadline-driven PR & Awards Manager to become the organizational backbone of our Public Relations & Communications team. In this role, you will be instrumental in showcasing our company's achievements, celebrating our leaders, and amplifying our brand story. You are a master of details and a gifted multitasker who thrives in a fast-paced environment, ensuring our media and awards engine runs smoothly and efficiently. This is a critical role for a communications professional who wants to grow their career and contribute to a nationally recognized brand. Responsibilities What You'll Do (Key Responsibilities) * Awards Program Management: Own the entire awards submission process from start to finish. This includes managing a comprehensive calendar, researching relevant industry awards, coordinating with internal stakeholders to gather data and narratives, and drafting compelling, error-free submissions that meet every deadline. * Public Relations Support: Act as a key support for the PR team by coordinating media interviews and commentary, overseeing the PR agency relationship, and preparing regular reports on PR activities and data. * Internal Communications Support: Act as a key support for the Communications team by posting articles to our company's intranet, routing copy through legal, and obtaining stakeholder approvals. * Executive Coordination: Meticulously coordinate and manage complex schedules for high-level executives for media interviews, speaking engagements, and other public appearances. * Content & Asset Management: Assist in updating and maintaining the company's online media presence and other website assets via our Content Management System (CMS). You will be responsible for organizing our library of digital assets, including press releases, executive headshots, company logos, and media clips, ensuring they are current and easily accessible. * Cross-Functional Collaboration: Work closely with creative, social media, and internal communications teams to ensure brand messaging is consistent and PR campaigns are fully integrated. What You'll Bring (Qualifications & Experience) * Experience: 5+ years of professional experience in public relations, marketing, corporate communications, or a related field. * Educational Background: Bachelor's degree in Communications, Public Relations, Marketing, Journalism, or a related discipline. * Exceptional Organizational Skills: You have a proven ability to manage multiple projects, priorities, and deadlines simultaneously without letting details slip. You live by your calendar and your checklists. * Impeccable Attention to Detail: You are meticulous and take pride in producing work that is accurate and polished, from coordinating schedules to writing award submissions. * Superior Communication Skills: You possess outstanding written and verbal communication skills, with the ability to draft clear, concise, and compelling content. * Proactive & Driven Mindset: You are a self-starter who anticipates needs, takes initiative, and is committed to seeing projects through to completion. Bonus Points For (Preferred Qualifications) * Direct experience coordinating complex schedules for senior-level executives. * Hands-on experience working within a Content Management System (CMS) such as Optimizely or a similar platform. * Experience working in a Project Management System such as Asana or a similar platform. * Familiarity with website asset organization and digital asset management best practices. * Experience in the financial services, real estate, or mortgage industry. Why Join Us? * Be Part of a Winning Team: Join a company that is consistently recognized as a top workplace and a leader in the mortgage industry. * Make an Impact: Your work will directly contribute to enhancing our brand reputation and celebrating the successes of our team. * Growth & Development: We are committed to the professional growth of our employees and provide opportunities for advancement. * A Culture That Cares: We believe in putting people first-our customers and our employees. Enjoy a collaborative, supportive, and energetic work environment. Qualifications * Bachelor's degree in Business, Marketing, Communications, Journalism, or equivalent from an accredited 4-year university. * A minimum of 5 years of experience in PR and media relations, along with a similar duration in project management. * Excellent organizational skills, and a meticulous eye for detail, are required. * Demonstrated experience writing and editing copy in a clear and concise manner. * Ability to adapt to changing priorities and meet tight deadlines, often with little advanced notice. * Knowledge of crisis communications, reputation risk, and issues management is highly beneficial. * Experience in the financial services, mortgage lending, or residential real estate industry is a plus. * Proficiency in using various communications tools for distributing press materials, such as Cision, PR Newswire, and BusinessWire. * Familiarity with Microsoft Office, Outlook, and project management tools is required. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. #LI-JS3 #LI-REMOTE Responsibilities What You'll Do (Key Responsibilities) - Awards Program Management: Own the entire awards submission process from start to finish. This includes managing a comprehensive calendar, researching relevant industry awards, coordinating with internal stakeholders to gather data and narratives, and drafting compelling, error-free submissions that meet every deadline. - Public Relations Support: Act as a key support for the PR team by coordinating media interviews and commentary, overseeing the PR agency relationship, and preparing regular reports on PR activities and data. - Internal Communications Support: Act as a key support for the Communications team by posting articles to our company's intranet, routing copy through legal, and obtaining stakeholder approvals. - Executive Coordination: Meticulously coordinate and manage complex schedules for high-level executives for media interviews, speaking engagements, and other public appearances. - Content & Asset Management: Assist in updating and maintaining the company's online media presence and other website assets via our Content Management System (CMS). You will be responsible for organizing our library of digital assets, including press releases, executive headshots, company logos, and media clips, ensuring they are current and easily accessible. - Cross-Functional Collaboration: Work closely with creative, social media, and internal communications teams to ensure brand messaging is consistent and PR campaigns are fully integrated. What You'll Bring (Qualifications & Experience) - Experience: 5+ years of professional experience in public relations, marketing, corporate communications, or a related field. - Educational Background: Bachelor's degree in Communications, Public Relations, Marketing, Journalism, or a related discipline. - Exceptional Organizational Skills: You have a proven ability to manage multiple projects, priorities, and deadlines simultaneously without letting details slip. You live by your calendar and your checklists. - Impeccable Attention to Detail: You are meticulous and take pride in producing work that is accurate and polished, from coordinating schedules to writing award submissions. - Superior Communication Skills: You possess outstanding written and verbal communication skills, with the ability to draft clear, concise, and compelling content. - Proactive & Driven Mindset: You are a self-starter who anticipates needs, takes initiative, and is committed to seeing projects through to completion. Bonus Points For (Preferred Qualifications) - Direct experience coordinating complex schedules for senior-level executives. - Hands-on experience working within a Content Management System (CMS) such as Optimizely or a similar platform. - Experience working in a Project Management System such as Asana or a similar platform. - Familiarity with website asset organization and digital asset management best practices. - Experience in the financial services, real estate, or mortgage industry. Why Join Us? - Be Part of a Winning Team: Join a company that is consistently recognized as a top workplace and a leader in the mortgage industry. - Make an Impact: Your work will directly contribute to enhancing our brand reputation and celebrating the successes of our team. - Growth & Development: We are committed to the professional growth of our employees and provide opportunities for advancement. - A Culture That Cares: We believe in putting people first-our customers and our employees. Enjoy a collaborative, supportive, and energetic work environment.

Mortgage License Trainee (30-Day Licensing Program) Location: Onsite in Tustin, CA (Please note that the office is moving off the 55 FWY and MacArthur Blvd in January of 2026!) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: * 100% paid licensing costs, including: * 20-hour NMLS course * NMLS test fee * State-specific licensing fees (as applicable) * On-site guidance and support throughout the full training period * A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: * Attend all on-site training sessions at a NAF location * Complete the 20-hour NMLS pre-licensing course provided by NAF * Study material and prepare for the nationwide NMLS SAFE Test * Take and pass the NMLS exam * Maintain consistent attendance and engagement throughout the program Qualifications * Strong desire to build a career in mortgage lending or financial services * Ability to commit to part-time, on-site attendance during the 30-day training period * Excellent communication skills and willingness to learn * Strong time management and study discipline * High school diploma or equivalent * Ability to pass the NMLS-required background check, and credit check Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.[EOE/M/F/D/V. Drug-free workplace.] #LI-DN1 Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: - Attend all on-site training sessions at a NAF location - Complete the 20-hour NMLS pre-licensing course provided by NAF - Study material and prepare for the nationwide NMLS SAFE Test - Take and pass the NMLS exam - Maintain consistent attendance and engagement throughout the program

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For * Previous success in building relationships, uncovering needs and recommending solutions * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility * Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Being coachable, collaborative, and curious are your "go to" attributes * Committed to delivering an outstanding customer experience with a passion for seeing others thrive * Motivated by results and finding solutions, you take initiative and exceed customer expectations * Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future * Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills * You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales

CD Sales Manager (Refi Consumer Direct Division) Salary: $60k to $72k + bonus + full time benefits including paid holidays, paid vacation, and 401k Summary:We are seeking a dynamic and results-driven Refinance Mortgage Sales Manager to lead and grow a high-performing team of refinance-focused mortgage loan officers. This individual will be responsible for driving production, coaching team members, and ensuring compliance with all company policies and lending regulations. The ideal candidate is an experienced mortgage sales leader with a strong understanding of the refinance market and a passion for developing talent. Responsibilities Review pipelines for timeliness, lock expiration, COE, loan contingency, etc. Works with processors to manage the pipeline to ensure we meet the COE date. Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness. Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc. Supports Loan Consultants and production team, resolves or escalates file level issues to sales or processing managers. Communicate training needs as needed to the management team. Review Encompass report for file start date for new files not elevated to PA. Review loans that are in processing that are still floating work with the LO/SM/ to get loans reviewed for locks. Review files that are suspended by underwriting. Meet with LO to review pipeline as needed. Assist new LO's with Encompass questions and DU/LP finding. Conduct monthly meetings with Loan Consultants to review policy changes/system updates. Other duties may be assigned. Qualifications 2+ years' full time refinance or purchase loan origination experience. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current and Active NMLS license. Four or more additional state NMLS licenses preferred. Desired Education/Experience: High School Diploma or equivalent Two or more recent years' full-time loan origination experience, preferably in a call center environment One or more years managing a sales team, preferably in a call center enviornment Minimum of four approved state licenses through the NMLS. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AS1

Pre- Approval Specialist (PAL Specialist) in our training program] **Must have passed your NMLS Safe Exam prior to starting** We can provide you information regarding getting NMLS licensed Location: Must be onsite in Tustin, CA Position Summary: The Pre- Approval Specialist (PAL Specialist) works with the Inside Loan Agent Division and assists licensed Purchase Loan Officers by communicating with customers regarding initial interest in obtaining a pre-approval or new home mortgage loan. By both gathering information from the customer and providing information to the Loan Officer as it relates the customer's specific needs for and interests in a mortgage loan, the PAL Specialist gains knowledge of and experience in the loan origination process. Successful PAL Specialists effectively communicate with the customers and Loan Officers through email, telephone, text/SMS, and provide a high level of customer service to all parties involved with the interaction in order to create an exceptional customer experience. Compensation: up to $20/hr Responsibilities 1. Assist customers and licensed Purchase Loan Officers with gathering loan information and documentation to provide the customer with an underwritten pre-approval 2. Engage in conversation and establish rapport with customers via email and telephone communication. 3. Educate both customers and Purchase Loan Officers about next steps for a customer's pre-approval. 4. Follow up with Purchase Loan Officers and customers regarding conditional items needed in addition to the loan application in order to complete the loan pre-approval process. 5. Set realistic expectations for both Purchase Loan Officers and customers in order to maximize customer satisfaction. 6. Input data into computer system as it relates to information gathered for the mortgage loan. 7. Disposition customer files appropriately depending on the interest and ability of customers to proceed with the pre-approval process. 8. Follow up and communicate with customers that were previously pre-approved (PAL Incubation) to determine if any further assistance is needed. 9. Assist customers with completing the eConsent and eSign process. 10. Assist customers with reviewing their credit report to determine if the customer can proceed with the loan qualification process with a licensed Loan Officer or be referred to a credit repair institution. Qualifications 1. Previous or current call center or inside customer service or sales experience. 2. Ability to demonstrate proficiency communicating with customers over the phone and via email. 3. Knowledge of the mortgage loan refinance or home buying process. 4. Proven experience bring outgoing, energetic, hardworking and willing to learn. 5. Excellent customer service skills. 6. Excellent written and verbal communication skills. 7. Proficiency with Microsoft Office programs such as Word, Excel, and Outlook. 8. Passionate about helping customers achieve financial goals. Desired Education/Experience: 1. 2 or more years of office or inside customer service / call center experience preferred. 2. 1 or more years of experience working in the mortgage or real estate industry preferred. 3. 2 or more years of customer service and/or sales experience preferred. 4. High School Diploma or equivalent; some college preferred. 5. Must have passed NMLS exam Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. #LI-DN1