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Mortgage Lending Officer SAFE Act - San Francisco
Citigroup Inc. 4.6
Loan officer job in San Francisco, CA
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives.
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank.
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc).
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
2-5 years relevant experience.
3+ years previous mortgage sales experience required.
Residential Mortgage experience required.
Established book of business.
Proven product sales capability is required.
FHA/VA & conventional loan experience is preferred.
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills.
Strong relationship development and management skills.
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
Education
Bachelor's/University degree or equivalent experience.
Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Aug 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$38k-53k yearly est. 19h ago
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Chief Commercial Officer
Rezolute 3.7
Loan officer job in Redwood City, CA
Rezolute is a late-stage rare disease company focused on significantly improving outcomes for individuals with hypoglycemia caused by hyperinsulinism (HI). Our antibody therapy, RZ358 (ersodetug), is designed to treat all forms of HI and has shown substantial benefit in clinical trials and real-world use for the treatment of congenital hyperinsulinism (cHI) and tumor hyperinsulinism (tHI). We are planning to announce topline results for a Phase 3 study for cHI in December 2025 and a Phase 3 study for tHI will commence in Q3 2025 with anticipated topline results in 2H 2026.
Reporting to the Chief Executive Officer, the CCO will work closely with the CEO and other members of the leadership team to shape and execute the company's strategy and priorities for growth. This is an exceptional opportunity to play a key role on the management team, including leading the commercial activities globally with an anticipated launch for ersodetug in 2027.
Responsibilities
Rezolute is seeking an experienced CCO capable of providing leadership, direction and vision with the aptitude to drive commercial growth and excellence. The CCO will be responsible for all commercial operations as well as the go-to-market strategy for product launches and commercialization while managing all aspects of the commercial team. The CCO must be a dynamic leader who will be tasked with establishing and overseeing the successful direction, planning and execution of company policies, objectives, initiatives and deliverables. Additional responsibilities include:
Driving prelaunch plans and the go-to-market strategy, ensuring alignment to support the growth plan and revenue targets as well as collaboration across the enterprise to ensure successful product commercialization.
Defining and implementing the commercial strategy, including working with other members of the leadership team to identify challenges, opportunities, and action plans to ensure the achievement of commercial objectives.
Supporting the CEO and the rest of the leadership team in the development and execution of a corporate strategic plan.
Formulating Rezolute's strategic direction in collaboration with the leadership team including identifying opportunities for growth, market expansion, and competitive advantage.
Setting clear commercial goals and objectives that are aligned with the company's vision.
Remaining informed about market trends, industry developments, and competitive landscape.
Conducting market research and analysis to identify opportunities for business growth and recommend potential modifications to Rezolute's strategy accordingly.
Capturing market facts/dynamics and reports to support KOL and patient engagement as well as competitive readiness.
Leading and further developing the commercial team including creating a world class commercial organization.
Qualifications
The CCO is expected to have strong commercial, marketing and business development expertise, combined with the ability to succeed at a strategic, tactical and operational level, with excellent global experience and cultural sensitivity. The CCO must have outstanding internal and external communication skills and an inclusive pro-active approach.
Bachelor's degree in business administration, Marketing, Finance, or a related field. Master's in Business Administration (MBA) is preferred with a minimum of 15 years of experience in global executive roles in the biopharmaceutical industry, ideally leading commercial and business development go-to-market teams.
Extensive knowledge of drug development generally and commercial execution specifically. Experience in rare, ultra rare and orphan disease therapies is required, including recent experience in leading successful rare disease product launches.
Rezolute (RZLT) currently anticipates the base salary for the Chief Commercial Officer role could range from $380,000 to $450,000 and will depend, in part, on the successful candidate's geographical location and their qualifications for the role, including education and experience. This position will also be eligible for an annual performance bonus in accordance with the terms of the applicable plan (depending, in part, on company and individual performance and at the Company's discretion on an individual basis). The compensation described above is subject to change and could be higher or lower than the range described based on current market survey data and the qualifications, education, experience and geographical location of the selected candidate. Rezolute offers competitive compensation, stock options and a rich benefits package.
Qualifying employees are eligible to participate in benefit programs such as:
Health Insurance (Medical / Dental / Vision)
Disability, Life & Long-Term Care Insurance
Holiday Pay
Tracking Free Vacation Program
401(k) Plan Match
Educational Assistance Benefit
Fitness Center Reimbursement
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.
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$44k-59k yearly est. 1d ago
Community Lending Officer - Mira Vista
Bank of America 4.7
Loan officer job in Richmond, CA
Richmond, California
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
· Originates loans from multiple internal and external referral sources
· Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers
· Achieves production goals as defined by the business
· Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities
· Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements
· Conducts monthly Home Buyer Workshops and Business Development meetings
**Required Qualifications** **:**
· 2+ years of experience in loan originations and/or home buyer education
· Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs
· Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
· Ability to organize and deliver Home Buyer Workshop presentations
· Knowledge of community housing counseling agencies
· Knowledge of community grant / downpayment programs
· Strong written and verbal communications skills
· Self-motivated and highly organized
· Ability to prioritize multiple competing tasks
**Desired Qualifications** **:**
· Experience in first mortgage and HELOC
· Familiar with FHA and HUD guidelines
· Knowledge of local competition product offerings and real estate market dynamics
· Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information
· Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously
· Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
· Ability to analyze and comprehend complex financial data and provide appropriate financial solutions
· Professional and effective interpersonal skills
**Skills:**
· Client Management
· Customer and Client Focus
· Loan Structuring
· Oral Communications
· Referral Management
· Credit Documentation Requirements
· Learning Delivery
· Presentation Skills
· Prospecting
· Written Communications
· Active Listening
· Business Development
· Credit and Risk Assessment
· Data Collection and Entry
· Pipeline Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$52k-82k yearly est. 1d ago
Junior Commercial Escrow Officer
Stewart Information Services Corp 4.6
Loan officer job in San Francisco, CA
Junior Commercial Escrow Officer page is loaded## Junior Commercial Escrow Officerlocations: USA CA San Francisco - 100 Pine Sttime type: Full timeposted on: Posted Todayjob requisition id: JR106649At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit .More information can be found on . Get title industry information and insights at . Follow Stewart on @StewartTitleCo, on @StewartTitleCo and on @StewartTitle# **Job Description****Job Summary**Provides escrow services for commercial transactions. Responsible for facilitating real estate transactions by providing a high level of customer service and proactive communication to both internal and external customers throughout the closing process.### ### **Job Responsibilities*** Responsible for establishing new commercial escrow accounts and processing escrow documents in accordance with established policies and procedures* Acts as a neutral third-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions* Follows standard procedures and guidelines* Understands how assigned duties relate to others within the team and how the team integrates with related teams* Impacts own team through the quality of the support provided* Recognizes and solves typical problems; selects solutions from established options* Communicates moderately complex information in routine situations, typically within own team* Works under general supervision with limited ability to modify approach* Individual contributor having no supervisory responsibilities; manages own workload* Performs all other duties as assigned by management **Education*** High school diploma required; Bachelor's preferred **Experience*** Typically requires 2+ years of related work experience Equal Employment Opportunity EmployerStewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************.**Pay Range & Benefits**$46,368.56 - $77,280.93 AnnuallyThe base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate's knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range.Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts Stewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That's why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business.
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$46.4k-77.3k yearly 4d ago
Deputy Chief Banking Officer
Calprivate Bank
Loan officer job in Beverly Hills, CA
Deputy Chief Banking Officer - Beverly Hills, CA
The Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth.
Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer's leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank's growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank's presence within prioritized commercial and private client segments.
This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division's bench both now and for the future.
Supporting the advancement of the relationship management function is central to the role's purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp‑time, strengthen internal mobility, and expand client relationships with greater confidence.
As a key contributor to the Banks's long‑term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank's commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward‑looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank's sustained success.
ESSENTIAL DUTIES and RESPONSIBILITIES
Onboarding & Development
Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture.
Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance.
Monitor early progress, providing constructive feedback and clear action plans for improvement.
Coaching & Accountability
You develop leaders by offering personalized coaching, constructive feedback, and career growth support.
Guide sales team in executing tailored business development plans that foster long‑term, high‑value client relationships.
Provide leadership during challenging client interactions and support by developing effective solutions.
Performance & Reporting
Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities.
Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes.
Ensure sales organization remains focused on key performance drivers, including deposit growth, loan origination, and client relationship expansion.
Lead group coaching sessions and best practice workshops to foster peer learning and collaboration.
Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness.
Promote a culture of accountability, resilience and excellence within the sales organization.
Serve as a role model by demonstrating strong business development skills, client relationship management, and adherence to the CalPrivate brand of service.
MISSION CRITICAL OBJECTIVES | YEAR 1
Elevate Banker Productivity & Sales Execution
Implement structured sales coaching, pipeline discipline, and account planning framework that increase RM revenue contribution, accelerate onboarding of new client relationships, and improve wallet‑share growth across deposits, lending and treasury services.
Strengthen Credit Quality & Risk Culture
Reinforce proactive portfolio management practices, early‑warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients.
Build a High‑Performance Talent Bench
Develop and launch a competency‑based talent model including training pathways, leadership development, and performance scorecards to improve banker capability, increase engagement and retention, and strengthen succession readiness across all markets.
Build and Launch a Scalable Banker Onboarding and Development Program
Design and operationalize a structured 90‑day onboarding and training program for Relationship Managers to accelerate integration, confidence, and production readiness. Reduce new banker ramp‑up time to full productivity by a targeted percentage (e.g., from 6 months to 3 months).
Improve Operational Efficiency & Client Experience
Partner with Operations and Treasury to streamline front‑to‑back processes, remove barriers that impede sales execution, and implement clear service‑level expectations resulting in faster deal cycles, reduced friction points and measurable improvements in client satisfaction metrics.
Advance Cross‑Functional Collaboration & Alignment
Establish a unified banking delivery model that enhances coordination across product, credit, and operational teams ensuring bankers are fully supported and empowered to deliver comprehensive financial solutions with consistency and speed.
Embed a Consistent Culture of Accountability & Transparency
Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services.
THE INDIVIDUAL
The successful candidate is an accomplished commercial banking executive who combines strategic vision with hand‑on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high‑performing bankers, fostering cross‑functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data‑driven decision‑making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture.
ProfessionalExperience+Qualifications
Aminimumoffifteen(15)yearsin banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership.
A minimum of ten (10) years in sales management, coaching, or leadership role.
nCino SME, leveraging the platform to streamline sales processes and enhance client management.
Proven tract record of success in commercial or private banking sales leadership.
Demonstrated ability to coach and develop high‑performing sales professionals.
Strong analytical and reporting skills, with the ability to translate data into actionable insights.
Excellentinterpersonalandcollaborationskills,includingtheabilitytobuild trust and influence across teams.
Experience holding individuals accountable to performance expectations while fostering engagement and growth.
Education+ Certifications
Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred.
LeadershipStyle+ Characteristics
Leading by Example:Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client‑focus and sound decision making to achieving goals.
Inspirational:Encouragingandinspiringcolleaguesandsubordinatestostretchbeyondwhatthey thought they could accomplish.
BusinessAcumen:Knowledgeofthecompetitivelandscape,currentandemergingpractices,products, and services within the industry.
Professionalism:Displayalevelofprofessionalismthatinspiresconfidenceinteammembersandclients/prospects.
VisionandPurpose:EmbraceandcommunicateCalPrivate'svision,itsgoalsanditsbusinessneeds;dedicatedtosuccess;inspiresandmotivates.
DealingwithChange:Caneffectivelycopewithchange;adaptableandinclinedtowardchange.
ConflictManagement:Makeconflictsopportunitiesforimprovement;strivesforwin/winresolutions.
Client Focus:Dedicated to meeting the expectations of customers by applying first‑hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests.
EthicsandValues:Adheres to code of conduct; and rewards right behaviors.
Salary Range: $228,000.00 To $314,000.00 Annually
Our Career Benefits & Team Member Commitments
Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience.
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$53k-79k yearly est. 1d ago
Sr. Loan Closer
Professional Search Group-OC
Loan officer job in Los Angeles, CA
Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!
Primary Duties & Responsibilities
Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
Collaborate with title companies to review and clear outstanding title exceptions prior to funding
Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
Support special projects and perform additional duties as assigned
Requirements
Bachelor's Degree preferred but not required.
4+ years of loan closing or funding operations experience required, preferably in private lending
Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
Solid knowledge of mortgage loan products, guidelines, and regulations
Detail-oriented, team player with excellent communication and interpersonal skills
Experience with Salesforce a plus
This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Apply for this amazing opportunity today!
Donovan Aranda
Division Manager
562-378-0027
Donovan.aranda@us-psg.com
$41k-57k yearly est. 2d ago
Reverse Mortgage Originator Development Program
Mutual of Omaha Mortgage 4.7
Loan officer job in Palm Springs, CA
This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program.
Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career.
We work with retirees to strategically improve the sustainability of their retirement income.
You can expect the following:
Our leading-edge compensation package sees our LoanOfficers on average, earning $150,000 annually with the potential for more
Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business
Industry leading training from the nation's top sales leaders
Brand recognition of a Fortune 300 organization founded in 1909
World-class sales, marketing, and operations support
Revolutionary sales process for working with both consumers and professionals
We encourage successful traditional mortgage loan originators to apply. Palm Springs, CA.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
$34k-55k yearly est. Auto-Apply 20d ago
Loan Officer In-House
Paramount Residential Mortgage Group 4.3
Loan officer job in Highland, CA
PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator.
This will be an hourly and comission based position.
Responsibilities
Essential Job Functions:
Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services.
Coordination: Uses judgment and discretion to ensure uninterrupted flow of business.
Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow.
Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines.
Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges.
Responsibilities:
Verifies, compiles, and inputs application information for mortgage loans.
Discuss and advise the client of their home loan options.
Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment.
Informs supervisor of discrepancies in title or survey.
Performs other related duties as assigned.
Current, valid NMLS license or appointment and appropriate State licensing in good standing.
Qualifications
Must have applicable state licensing.
Two to five years' experience are preferred.
Must also meet one of the following 3 options:
Actively funding more than 2 loans/month, or
Xinnex Training completion for Loan Origination required, or
Origination mentor assigned to new LoanOfficer by branch who funds more than 2 loans/month (see PRMG LoanOfficer Mentor Agreement).
Skills:
Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues.
Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative.
Ability to handle detailed assignments and maintain confidentiality.
Excellent communication and interpersonal skills.
Organizational skills necessary to prioritize workload and delegate responsibility.
Travel:
Might be required
Min USD $16.00/Hr. Max USD $20.00/Hr.
$16-20 hourly Auto-Apply 60d+ ago
Loan Originator
JBA International 4.1
Loan officer job in Stockton, CA
Essential job functions Responsible for originating own sales by contacting prospective clients and by developing and maintaining referral sources. Spend over 50% of time away from employer's place of business in performing principal duty of selling loan products
offered by company.
Interviews, takes applications, and processes preliminary documentation on loan requests. Discuses loan alternatives,
credit criteria, interest rates, and loan documentation with customers.
Assesses customer's applications and evaluates products, pricing, and other variables in order to determine which
mortgage products might best serve customer's needs.
Submits, within company designated time frames, all files to operations staff for processing, underwriting, closing, and
funding.
Performs follow-up work to achieve conditional loan approval within established time frames.
Locks in rates and programs for customers when reasonably requested and in a timely manner.
Completes lending operations in accordance with established Company policies and legal requirements.
Assumes responsibility for establishing and maintaining effective and professional business relations with customers,
realtors, building professionals, and referral partners.
Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements.
FLSA Status: Commission Only
Minimum requirements
High School or GED required.
NMLS MLO License.
Knowledge, Skills and Abilities
Ability to prioritize and multi-task, while working in a fast paced environment.
Exceptionally detailed, focused and motivated professional.
Excellent communication skills.
Pleasant with customers, business partners and colleagues.
Knowledge of automated underwriting systems (DU/LP), HUD and RESPA Regulations.
Comprehensive understanding of legal, compliance and Investor requirements.
$34k-48k yearly est. 60d+ ago
Real Estate Loan Originator
Coasthills Federal Credit Union 4.0
Loan officer job in Santa Maria, CA
Under the direction of the AVP Real Estate Experience, the Real Estate Loan Originator is responsible for performing a wide variety of member loan duties in the Real Estate Department.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Receives and originates real estate loan applications.
Reviews and verifies information, obtains credit reports and verifies credit references.
Computes interest and payments.
Communicates daily with front line employees regarding status on applications.
Communicates regularly with Real Estate Agents and Title and Escrow Officers to obtain fees necessary to produce initial disclosures.
Prepares initial disclosures.
Assigns loans to the appropriate employees within the Real Estate Department.
Receives incoming supporting application documentation; uploads documentation to the file cabinet.
Issues documentation within the required time frames to adhere to regulatory waiting periods.
Assists members in identifying real estate loan products which best meet their needs while maintaining real estate lending standards.
Takes mortgage applications over the phone.
Follows up with members regarding initial disclosure packages and notices of incompleteness.
Responds to members' inquiries and requests; assists in completing forms and documents.
Submits loans to Automated Underwriting System (AUS) and has knowledge of how to read AUS results.
Maintains updated system comments within the loan application.
Explains reasons for adverse action and explore options for members when loans are declined.
Helps and provides guidance to mortgage originators.
May serve as a department floater depending on pipeline volume to assist in other areas of the Real Estate Department as needed.
Performs duties in compliance with Credit Union policy and appropriate regulatory statutes.
Maintains current job knowledge of Credit Union policies, procedures, and services. Uses cross-selling techniques to promote other Credit Union services.
Regularly attends and participates in in-house training.
Performs duties as assigned by management and may be assigned to work at any location.
QUALIFICATIONS
The qualifications listed below are representative of the knowledge, skill and/or ability required
to perform the essential functions of this position.
Education and Experience
Two or more years increasingly responsible experience in real estate loan processing in real estate or financial institution.
Certificates, Licenses and Registrations
Required to be registered with NMLS and renew registration each year.
Knowledge
Credit Union products, services, programs and promotions.
Credit Union real estate policies, procedures and practices.
Knowledge of various computer systems and software necessary to effectively perform job.
Other Skills and Abilities
Performs duties accurately and efficiently, even with frequent interruptions.
Operates variety of office equipment and machines.
Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging.
Ability to work a variety of hours, including evenings and weekends.
$37k-48k yearly est. Auto-Apply 21d ago
Junior Loan Officer
Summit Home Lending 4.5
Loan officer job in Huntington Beach, CA
Job DescriptionOur organization is currently seeking a talented and service-oriented junior loanofficer. The successful candidate will have some experience in sales, exceptional communication and relationship-building skills, and a keen eye for detail. Our tight-knit team is dedicated to helping you succeed and offers the training you need to take your talents to the next level. If this sounds like you, apply now!Compensation:
$37,500 - $120,000 yearly
Responsibilities:
Interface between loan processor, senior loanofficer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction
Monitor sales pipeline, meet sales expectations, get referrals, and generate new business opportunities
Consult with potential loan applicants - answer questions and provide additional information about home loan products to create personal relationships
Review options with senior loanofficer/ MLO to make a recommendation of which home loan product to recommend based on the applicant's financial status
Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility
Training & Development (First 4-6 Weeks)
Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance.
Shadow top producers and leadership on live discovery calls and closing calls.
Practice script work, objection handling, and communication techniques.
Learn Summit's internal systems, CRM, LOS, workflow, and lead management process.
Complete weekly performance benchmarks to demonstrate progress and readiness for promotion.
Sales Preparation
Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines.
Learn how to structure loans, calculate income, review credit, and analyze client goals.
Prepare for client-facing conversations by mastering key metrics and numbers to present during calls.
Understand lead sources and effectively manage assigned leads.
Client Interaction Readiness
Practice building rapport, gathering client goals, and conducting full discovery conversations.
Study and role-play closing call structure, objection handling, and commitment techniques.
Learn how to present loan options clearly and confidently.
Promotion to LoanOfficer (Post-Training)
Begin making outbound sales calls and handling inbound transfers.
Conduct full discovery and closing calls with clients.
Sell and structure home equity loans and refinances aligned with client needs.
Provide a seamless client experience from the first conversation to submission.
Maintain high activity levels, consistent follow-up, and strong pipeline management.
Professional Expectations
Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing LoanOfficer.
Maintain punctuality, professionalism, and adherence to the company's core values.
Collaborate with teammates, leadership, processors, and support staff.
Uphold compliance, ethical lending standards, and accurate documentation.
The more you put in, the more you earn!
Qualifications:
Familiarity with home mortgage program guidelines and various types of loans such as FHA, commercial loans, VA, etc is beneficial, but not require
High school diploma or equivalent required; Bachelor's degree is desired
Excellent sales, relationship, communications and MS Office skills are vital
Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not required
Must be willing to complete training program to obtain NMLS/ MLO/ state license
NMLS Licensed (REQUIRED) - Ready to hit the ground running
Confident & coachable - You take feedback & apply it fast
Sales or customer service experience? Big plus!
Competitive mindset - Former athletes & sales pros thrive here!
Money-motivated - You want a career with great earning potential
Don't wait - Apply now & start your mortgage career today!
About Company
Why You'll Love Working Here
Launch your career as a Junior LoanOfficer with a 4-6 week intensive training program
Gain the tools, knowledge, and confidence to become a top producer
Learn directly from experienced leaders and top LoanOfficers
Get hands-on experience and build real, marketable skills
Work in a high-energy, collaborative culture that's fun, motivating, and rewarding
See hard work recognized and follow a clear path for career growth
Help clients tap into their home equity and achieve meaningful goals every day
$36k-48k yearly est. 12d ago
Loan Originator NE - Southern California
Primelending 4.4
Loan officer job in Irvine, CA
Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers.
High school diploma or equivalent and appropriate licenses as required by state.
Valid driver's license and current automobile liability insurance.
A minimum of 12 months loan originator experience required.
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written.
Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts.
Continue to expand knowledge of issues influencing the industry and the organization.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances.
Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
Markets and promotes PrimeLending's financial products;
Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Advises the customer regarding the advantages and disadvantages of different loan products.
Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
Oversees the loan process by monitoring loan status and ensures conformity with terms.
Communicates loan status to all interested parties, and obtains loan documentation after closing.
Presents terms and conditions of loans with customers.
Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
May supervise and direct the activities of other loanofficer(s), loanofficer assistant(s), or loan processor(s).
Other duties as assigned.
$32k-49k yearly est. Auto-Apply 60d+ ago
Junior Loan Officer
Federal First Lending
Loan officer job in Laguna Hills, CA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Ready to break into the mortgage industry but not sure where to start? Federal First Lending is one of the fastest-growing equity-based mortgage companies in the nation, specializing in Home Equity Loans (HELOANs), Home Equity Lines of Credit (HELOCs), and modern equity-access solutions designed for todays market.
Were actively hiring Junior LoanOfficers to join our high-energy, high-support call center team.
This role is the perfect entry point for someone who wants a clear, structured career path to becoming a licensed Mortgage LoanOfficer.
We provide the roadmap, training, mentorship, and licensing support you bring the drive, coachability, and hunger to grow.
What We Provide:
Elite training program with hands-on script and sales coaching
One-on-one mentorship from top-producing LoanOfficers
Competitive base pay + uncapped bonus potential
A high-energy, supportive team culture
Daily access to high-intent inbound leads (no cold calling lists)
What Youll Be Doing:
Make and receive 100+ calls per day to connect with homeowners who requested a loan quote
Provide a warm, professional introduction to Federal First Lending and our loan process
Gather basic borrower information and pre-qual details
Transfer 15+ qualified leads daily to our licensed LoanOfficers
Learn to handle objections confidently using our proven scripts, training, and coaching
Maintain a positive, upbeat presence on every call
Grow your skillset continuously through training, mentorship, and real call experience
Who Were Looking For:
Outgoing, confident communicator who enjoys talking to people
Driven and competitive, with a strong desire for growth
Coachable, open to feedback, and eager to learn
Strong work ethic and team-player mindset
Call center or phone sales experience is helpful, but not required
No mortgage experience needed we will train you from the ground up
Why Federal First Lending?
Advanced training & script mastery coaching
Supported path to earn your Mortgage LoanOfficer license
Fast-track promotion opportunities
Uncapped earning potential
Modern, in-demand products (HELOANs & HELOCs)
Work directly with industry pros and learn skills that last a lifetime
At Federal First Lending, we reward performance, promote from within, and invest in people who invest in themselves. If you're ready to hustle, learn, and build a long-term career in mortgage lending, this is your moment.
$36k-48k yearly est. 12d ago
Commercial Loan Officer
Mrinetwork Jobs 4.5
Loan officer job in Redlands, CA
Job DescriptionActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM.
The successful candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect.
Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability. With the assistance of the credit team, you will establish and negotiate terms under which credit will be extended, including costs, repayment method and collateral requirements.
Prospecting and maintaining dialogues with sponsor groups, financial intermediaries, businesses, accountants, attorneys and other centers of influence. Develop and maintain a direct calling database of prospects.Job Requirements
5+ years of commercial lending experience
Bachelor's degree: Finance, Accounting, Economics, Marketing (preferred)
Strong understanding of commercial depository services
Excellent credit skills and general familiarity with commercial documentation
Established book of business required
For further consideration towards this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.
$49k-60k yearly est. 7d ago
Loan Originator
Greystone 4.2
Loan officer job in Los Angeles, CA
Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.
At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say “Where People Matter” - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.
We are seeking an Originator to join our FHA team. The Originator will be responsible for sourcing, originating, and closing FHA-insured multifamily and healthcare loans under HUD guidelines. This role will focus on debt financing solutions for clients, ensuring exceptional service through the loan process. The Originator has a strong knowledge of FHA programs, underwriting standards, and the ability to manage a deal from initial engagement through closing.
Primary Duties and Responsibilities:
Identify and develop strong new borrower relationships.
Maintain existing relationships with borrowers, brokers, and industry partners.
Develop and structure FHA multifamily and healthcare mortgage loans and identify new business opportunities for FHA-insured debt products.
Complete loan structuring and execution of deals by analyzing borrower history, preparing and presenting loan proposals, negotiate loan terms with borrowers and collaborating with underwriting and closing teams to ensure timely execution.
Successfully provide guidance on FHA loan programs, eligibility, and loan structuring for borrower clients from commitment through underwriting to closing of the loan.
Oversee the preparation of application packages, third-party reports, and closing documents.
Ensure all transactions are in compliance with FHA/HUD guidelines.
Stay up to date on FHA programs, HUD regulations, and market trends, providing insights to internal teams and clients.
Experience, Skills, and Abilities Required:
Bachelors degree in Finance, Real Estate, Business, or related field.
Minimum of four (4) years prior experience in commercial real estate lending, with an emphasis on FHA loan origination or multifamily/healthcare debt financing.
Proven track record of ability to source and close transactions in a competitive environment.
Strong analytical, negotiation, and quantitive skills.
Excellent verbal and written communication skills.
Strong attention to detail.
Ability to manage multiple transactions and deadlines at a time.
Creative and outside the box thinker with a focus on finding creative solutions to meet the clients' needs.
At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.
The salary range for this position is $75,000 to $150,000/year. The provided salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.
*The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.*
*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.
$33k-40k yearly est. 24d ago
Commercial Loan Specialist
Banner Bank 4.7
Loan officer job in Temecula, CA
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Commercial Loan Specialist, you will provide support to commercial lending staff in commercial branches or banking centers. Process loan closings, attain loan perfection, and service loan customers.
In this role you'll have the opportunity to:
Prepare all loan request documents. Gather customer income and net worth information. Answer customer questions.
Responsible for ordering external agency reports such as titles, insurance, etc.
Prepare commitment letters. Arrange for payoff of property liens.
Coordinate loan closings and prepare disbursement checks.
Responsible for verifying loan system accuracy for boarded loans.
Responsible for ensuring each loan file meets bank and regulatory requirements.
Responsible for making advances and payments on commercial lines. Balance commercial loan suspense accounts monthly.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered)
Experience
0 to 2 years of commercial loan support experience required
Knowledge, Skills and Abilities
Demonstrate ability to independently produce accurate work in a deadline driven environment.
Possess strong analytical skills with the ability to identify document errors or variances and make corrections.
Ability to deliver professional, responsive customer service.
Knowledge of accounting principles.
Proficient in Word, Excel, and commercial loan systems.
Knowledge of state and regulatory requirements pertaining to commercial loans.
Travel
0%
Compensation & Benefits
Targeted starting compensation range is based on location and experience: $27.09 - $31.87
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement
Review Banner's employee benefits at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$35k-41k yearly est. Auto-Apply 25d ago
Private Mortgage Banker
Wells Fargo Bank 4.6
Loan officer job in Palm Desert, CA
About this role:
Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role you will:
Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience
Experience working with high net-worth clients
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
15 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-32k yearly est. 14d ago
New Home Consultant
Lennar 4.5
Loan officer job in Santa Clarita, CA
We are Lennar
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States.
Join a Company that Empowers you to Build your Future
The New Home Consultant is responsible for guiding homebuyers through the purchasing process, from initial engagement to closing. This role requires proactive sales techniques, customer relationship management, and a strong understanding of the housing market to ensure a seamless experience for buyers.
A career with purpose.
A career built on making dreams come true.
A career built on building zero defect homes, cost management, and adherence to schedules.
Your Responsibilities on the Team
Engage visitors, establish relationships, and determine their home buying needs using Lennar's selling philosophy.
Generate, process, and close home sales through self-generated or referred leads, leveraging the 10-5-2-1 selling approach.
Provide consistent and timely follow-through with customers from initial contact through closing and post-closing activities, maintaining accurate communication records.
Maintain the condition of the Welcome Home Center, model homes, and inventory homes; communicate maintenance needs and ensure timely resolution.
Travel throughout the local community to generate leads from Realtor/Co-Broker businesses, referrals, and proactive self-prospecting.
Develop and maintain in-depth knowledge of the competitive market, including product offerings, community details, sales trends, advertising strategies, and customer demographics.
Monitor and record daily customer traffic utilizing company-designated tracking tools.
Collaborate with internal departments to ensure a smooth transaction and exceptional customer satisfaction.
Participate in sales meetings, neighborhood promotions, and marketing initiatives to drive sales growth.
Requirements
High school diploma or equivalent required; college degree and real estate license preferred.
Minimum of 1-3 years of experience in new home sales, real estate, or related field.
Proven ability to build relationships and close sales.
Strong communication, organizational, and customer service skills.
Proficiency in Microsoft Office and sales tracking tools.
Self-motivated with a results-driven mindset and ability to work independently.
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator.
This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties of the Associates. Duties, responsibilities and activities may change at any time with or without notice.
General Overview of Compensation & Benefits:
We reasonably expect the base compensation offered for this position to range from an hourly rate of $20.19 - $20, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
This position may be eligible for bonuses.
This position may be eligible for commissions.
This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
#IND-SALES
#LI-CA3
This information is intended to be a general overview and may be modified by the company due to factors affecting the business.
General Overview of Compensation & Benefits:
This position may be eligible for bonuses.
This position may be eligible for commissions.
This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Life at Lennar
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
$20-20.2 hourly Auto-Apply 7d ago
Smart Home Consultant
ADT Security Services, Inc. 4.9
Loan officer job in Los Angeles, CA
JobID: 3019009 JobSchedule: Full time JobShift: : As a Smart Home Consultant, you will be a sales solutions expert and a brand ambassador for ADT's 6 million customers. As the key point of contact for home automation clients, you will answer inquiries, provide technical advice, and demonstrate how to use new products and services. Additionally, in this role, you will install and activate security and Smart Home products while upselling solutions that best meet the needs of ADT's residential customers.
A day in the life of a Smart Home Consultant looks like this:
* You will work in a dynamic, collaborative environment, working closely with customers and coworkers.
* This role involves providing solutions by visiting customers at their homes or businesses. Build relationships between new customers and the ADT brand and product portfolio
* Complete in-home consultation and assessment
* Perform installation and activation of equipment - including home security camera, security hardware, and IoT and smart home devices
* Complete customer onboarding and education of key products and services
* You will work in a dynamic, collaborative environment, working closely with customers and coworkers
* This role involves providing solutions by visiting customers at their homes or businesses
Training Program:
ADT offers a comprehensive paid training program for this role regardless of experience. Our team is enthusiastic about developing you into a best-in-class Smart Home Consultant.
Job Requirements
* High School diploma or the equivalent
* Valid driver's license
When you commit to ADT -we commit to you. Our employees receive a comprehensive, full benefits package that includes:
* Comprehensive paid training program
* Full benefits on the 1st of the month after 31 days of employment
* Health = Medical & Prescription, Dental, Vision, Health Savings & Flex Spending
* Future = 401(k) with employer matching
* Life = Paid vacation time
* Company vehicle provided
* Base salary plus the potential to earn unlimited commissions and ability to earn additional pay for completing jobs and exceeding quality standards
* Tuition reimbursement
* Employee Referral bonuses - when you refer a friend or family members
This role offers:
* Hourly pay: $19.55
* Earning potential: Average of $105,000 annually with uncapped upsell commissions, job completion pay, quality bonuses, and referral incentives
Training:
* Paid an additional $320 per week (on top of hourly pay) during the three-week onboarding program
* Includes New Technician Training, Field Safety Training, and Peer-to-Peer Training
* Company vehicle provided for work use
Benefits:
* Medical, dental, and vision coverage
* 401(k) with company match
* Tuition reimbursement
* Short- and long-term disability, life insurance, and well-being benefits
* Paid time off
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
ADT is an Equal Employment Opportunity (EEO) Employer. We celebrate diversity and are committed to building an inclusive team that represents a variety of backgrounds, perspectives, and skills. ADT strives to ensure every employee and applicant feels valued. Visit us at jobs.adt.com/diversity to learn more.
Job DescriptionCommercial Mortgage Originator - Owner/User & Seller Financing (In-Office, Broker-Facing Role)
Work Model: In-office (required) | Broker & Agent Training Responsibilities
Are you a commercial lender who thrives on face-to-face dealmaking, owner/user transactions, and educating brokers and clients?
We are launching a new Commercial Lending Division and are seeking an experienced Commercial LoanOfficer with deep owner-user and seller/user finance experience to help build and lead this effort alongside our commercial real estate brokerage.
This role is ideal for a lender who enjoys being embedded in the brokerage environment, collaborating daily with agents, and serving as a trusted financing expert - not someone looking for a remote or purely transactional role.
What You'll Do
Originate and structure owner-user, seller/user, and commercial real estate loans, including complex financing scenarios.
Work onsite in our Ontario office, partnering directly with commercial brokers and leadership.
Deliver in-person financing trainings and deal-structuring sessions for agents to increase loan velocity and referral quality.
Leverage built-in deal flow from an active commercial brokerage while continuing to grow your own pipeline.
Serve as the go-to financing authority for agents, owners, and investors.
Help shape processes and best practices as we build the lending division from the ground up.
This Role Is a Strong Fit If You:
Have hands-on experience with owner-user and seller/user financing in commercial real estate.
Are comfortable leading live, in-office trainings and explaining financing concepts to brokers and clients.
Prefer working in-office, collaborating closely with agents rather than operating remotely.
Enjoy relationship-based lending and being visible within a brokerage environment.
Want long-term growth potential, influence, and leadership opportunities - not just transactions.
Requirements
Required Experience & Background
5+ years in commercial lending, banking, or private lending.
Proven experience structuring owner-user and user-financed commercial deals.
Strong referral relationships or an existing book of business (preferred).
Ability and willingness to work onsite in Ontario, CA for daily collaboration and trainings.
Excellent communication skills with the confidence to present, teach, and advise.
Entrepreneurial mindset with comfort in a commission-driven environment.
California DRE license (required or obtainable prior to start).
Benefits
Compensation & Earning Potential
Commission-based role with uncapped earnings
$3,000 guaranteed base in month one (not deducted from commissions)
Ongoing monthly draw against commissions
Net collections calculated after draw + 0.25 bps from monthly loan volume
Sign-on bonus consideration for candidates bringing an active, verifiable pipeline
Realistic earnings examples:
Consistent performer: $100K+
Strong producer: $200K+
Top performers: No ceiling
You'll also receive:
Full CRM access and operational support
Built-in referral flow from our brokerage
Direct access to leadership and long-term growth opportunities
Why This Role Is Different
Immediate deal flow from an established commercial brokerage
A true seat at the table as the lending division is built
High visibility and influence with brokers and leadership
A role designed for lenders who want to be known, trusted, and relied upon
If you're a commercial lender who values in-person collaboration, owner-user finance expertise, and being embedded in the brokerage ecosystem - we want to talk.
Apply today to help shape the future of our commercial lending division.
How much does a loan officer earn in Cathedral City, CA?
The average loan officer in Cathedral City, CA earns between $30,000 and $68,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.