S&L Capital Group | CaliforniaCA DRE 02041544 | NMLS ID 2773275
Southern California Applicants Preferred
S&L Capital Group is a California-based private lending firm specializing in asset-based bridge loans for real estate investors and operators. We provide fast, flexible capital for the acquisition, refinance, and repositioning of residential (1-4), multifamily (5 + units), industrial, and select commercial properties throughout California.
Our platform is built around speed, certainty of close, and pragmatic underwriting, serving transactions that traditional and institutional lenders often cannot execute efficiently.
Position Summary
S&L Capital Group is seeking a Growth-Oriented Loan Originator who has begun originating loans independently and is looking to scale production within a well-supported private lending platform.
This role is ideal for an originator who can source and qualify deals, manage borrower relationships, and collaborate closely with internal underwriting and closing teams, while continuing to sharpen credit instincts, deal velocity, and market presence.
Key Responsibilities
• Source, structure, and close private-money loans
• Build and expand borrower, broker, and referral relationships
• Qualify transactions early to ensure alignment with underwriting standards
• Serve as primary point of contact from inquiry through funding
• Collaborate with underwriting, processing, and closing teams
• Maintain pipeline tracking in CRM
• Represent S&L Capital Group at industry events
• Maintain DRE and NMLS compliance
Resources & Support Provided
• Access to proprietary borrower and market data
• Company-provided CRM
• Internal underwriting for fast approvals and denials
• Designated internal processor and closer
• Company-issued laptop and technology tools
Ideal Candidate Profile
• Prior experience originating or supporting private or asset-based loans
• Ability to independently source and qualify transactions
• Coachability and openness to feedback
• Clear and professional communication style
• Credibility with real estate investors
• Strong sense of urgency with attention to detail
• Relationship-driven growth mindset
Licensing Requirements
• California DRE Salesperson License - Required
• NMLS License - Preferred, not required
Compensation & Benefits
• Base Salary + Commission
• 100% Employer-Paid Health, Dental, and Vision
• Event and Business Development Expense Account
• 90-Day Probationary Period
$35k-47k yearly est. 4d ago
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Consumer Loan Processor (Onsite )
Frontwave Credit Union 4.1
Loan processor job in Oceanside, CA
The Consumer loanprocessor is responsible for the processing of all Consumer Loan product applications in compliance with applicable rules, regulations, laws and guidelines. Provide members applying for Consumer Loans with detailed guidance on product, pricing and the loan process from application to close. If you have experience in a financial institution processing consumer loan applications, this job may be for you!
About Frontwave Credit Union:
Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.
What's In It For You:
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure) and 10 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you've ever worked!
Responsibilities
Essential Duties and Responsibilities:
Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations as well as Credit Union policies and procedures.
Promptly respond to all digital loan applications, determine eligibility for memberships, process members' requests working with appropriate personnel in order to satisfactorily service the digital request and complete the loan process within established service level.
Act as the main point of contact throughout the loan process, ensuring excellent levels of service by providing guidance on process, product and pricing in a detailed and comprehensive manner.
Provide excellent service to members (external and internal) by completing the loan process timely, efficiently and with minimal errors. Update the LOS with loan status notes according to department KPIs.
Ensures accuracy in loan application, verification of income and other documents or stipulations required for funding or as required by contract. May conduct follow up contact with member for additional information.
Communicate underwriting recommendation to members according to established service level agreement and workflow process.
Contribute with development, testing, documenting and training on new workflows and procedures.
Assist team members and other departments with lending guidelines, process workflows and loan documentation questions.
Qualifications
Education and/or Experience:
High School Diploma or equivalent.
Minimum of two years of financial industry experience with one years of lending experience.
Knowledge, Skills and Abilities:
Basic computer skills with general knowledge of Microsoft Office applications.
Knowledge of California and out of state DMV Policy and Procedures.
Knowledge of basic consumer lending processes
Knowledge of After Market Products and ability to cross sell other products and services offered by credit union
Salary Range: $24.46/hr-$36.69/hr
Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:
• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.
$24.5-36.7 hourly Auto-Apply 7d ago
Retail Loan Processor (San Diego, CA)
Lendsure Mortgage Corp 3.5
Loan processor job in San Diego, CA
Job Description
Annual Salary $75k-$90k including monthly bonuses
Join the dynamic team at LendSure Mortgage Corp as a Full-Time Retail LoanProcessor in San Diego, CA. This is an exciting opportunity to leverage your expertise in a collaborative, customer-focused environment that values innovation and excellence. With a competitive pay range of $75k-$90k, including monthly bonuses, your hard work will be rewarded as you help clients achieve their dreams of home ownership.
By working onsite, you will engage closely with your colleagues in a fun and forward-thinking workplace. Your role will directly impact client satisfaction and drive our mission of problem-solving in the real estate industry. You will have benefits such as Medical, Dental, Vision, 401(k), Life Insurance and a Competitive Salary. If you have 4 years of experience and a passion for making a difference, seize this chance to elevate your career!
Make a difference as a Retail LoanProcessor
As a Full-Time Retail LoanProcessor at LendSure Mortgage Corp, you will manage a pipeline of leads, transforming potential into reality for borrowers navigating the loan process. Your role will involve directly guiding clients through each step, ensuring they feel supported and informed as they make critical financial decisions. This hands-on position will allow you to utilize your problem-solving skills and customer-focused mindset to foster lasting relationships and deliver exceptional service. In this fast-paced environment, your expertise will contribute to a seamless experience, empowering clients to achieve their homeownership dreams with confidence.
Are you a good fit for this Retail LoanProcessor job?
To thrive as a Full-Time Retail LoanProcessor at LendSure Mortgage Corp, you will need a strong foundation in mortgage lending, particularly with non-QM mortgage loans. Extensive knowledge of underwriting guidelines and compliance regulations is essential, ensuring that you navigate the loan process seamlessly and adhere to industry standards. Proficiency with relevant software and tools will enhance your efficiency as you manage your pipeline of leads. In addition, strong communication skills, attention to detail, and a customer-focused approach are crucial.
Your ability to solve problems and think critically will help you address borrower inquiries and challenges effectively, providing a top-notch experience as clients embark on their journey toward homeownership.
Knowledge and skills required for the position are:
Directly communicate with borrowers to collect necessary documentation, explain loan terms, and ensure a smooth loan process.
Serve as the primary point of contact for borrowers, loan officers, and third parties, providing proactive updates and addressing inquiries efficiently.
Process and prepare Non-QM residential mortgage loans for funding with accuracy and attention to detail.
Review and verify loan documentation for compliance, investor guidelines, and regulatory requirements.
Ensure clear and effective communication with all stakeholders, including underwriters, closing attorneys, escrow officers, and funding departments.
Educate borrowers on loan terms, conditions, and next steps, ensuring a transparent and seamless lending experience.
Manage a pipeline of 20-30 loans, ensuring timely completion of processing milestones and closing deadlines.
Order and review third-party documentation (title, appraisal, insurance, etc.) for accuracy and compliance.
Track loan progress, proactively resolving any potential issues to prevent delays.
Identify and resolve borrower concerns while providing a high level of customer service and professionalism.
Work closely with underwriting, funding, and senior management teams to optimize loan closing ratios.
High school diploma or equivalent required; college degree preferred.
Minimum 4 years of mortgage loan processing experience, preferably with Non-QM loans.
Extensive knowledge of mortgage lending, underwriting guidelines, and compliance regulations.
Strong understanding of loan structuring, Non-QM investor requirements, and credit risk assessment.
Ability to manage a high-volume loan pipeline while maintaining exceptional attention to detail.
Superior customer service skills with the ability to build rapport and maintain relationships with borrowers and partners.
Exceptional verbal and written communication skills, ensuring clear, concise, and professional interactions.
Problem-solving mindset with a proactive, self-motivated approach to workflow and task completion.
Proficiency in loan processing software, including, Salesforce, and Microsoft Office (preferred).
Join us!
If you believe that this position matches your requirements, applying for it is a breeze. Best of luck!
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
$75k-90k yearly 28d ago
Loan Processor
Crosscountry Mortgage 4.1
Loan processor job in San Diego, CA
Job Description
We are only considering candidates who are actively processing mortgage loans today within a retail mortgage bank. Please do not apply if you are not currently in a processing role.
We're looking for an experienced and highly organized LoanProcessor to join our team at CrossCountry Mortgage. This role is perfect for someone with strong attention to detail, deep mortgage knowledge, and a passion for delivering an exceptional borrower experience. You'll be at the center of the loan process, driving files forward, coordinating with multiple parties, and ensuring smooth closings.
Compensation:
$70,000 - $95,000
Responsibilities:
Own loan files from submission through funding with precision and urgency
Review, request, and process borrower documentation and loan conditions
Ensure all files meet company, agency, and investor guidelines
Communicate proactively with borrowers, loan officers, underwriters, escrow and title teams, and real estate agents
Maintain complete and accurate notes in Encompass and CRM systems such as Salesforce
Keep the pipeline organized and moving by following up early and often
Identify potential issues and escalate appropriately to ensure smooth closings
Qualifications:
Must possess excellent written and verbal communication skills
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Superb analytical skills, time management skills, and attention to detail
A minimum of 4 years of current mortgage loan processing experience and actively processing today
Recent experience in retail mortgage processing
Strong proficiency in Encompass
Excellent understanding of FHA, VA, Conventional, and investor guidelines
Experience managing high-volume purchase pipelines
Outstanding written and verbal communication skills
Strong organizational skills and attention to detail
Proficiency with Microsoft Word and Excel
A solutions-first mindset with the ability to problem-solve and prioritize
About Company
At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun.
If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.
$70k-95k yearly 3d ago
Mortgage Processor
Griffin Funding
Loan processor job in San Diego, CA
The LoanProcessor is responsible for processing and verifying loan applications, ensuring all required documentation is complete and accurate, and working closely with loan officers, underwriters, and other team members to facilitate the timely approval and disbursement of loans.
**Must Have NonQM experience**
Key Responsibilities:
Review Loan Applications: Examine loan applications for completeness, accuracy, and compliance with internal and external guidelines.
Verify Borrower Information: Collect, verify, and update financial and personal information required for loan approval, such as income, credit history, employment status, and property details.
Document Preparation: Prepare and organize necessary loan documents, such as application forms, credit reports, and legal disclosures.
Coordinate with LPA and Investors: Communicate with LPA to request additional information or clarification and keep them informed about the progress of their loan application.
Monitor Loan Progress: Track loan applications through all stages of the approval process, ensuring timely documentation submission and following up on any outstanding items.
Compliance: Ensure all loan files comply with legal and regulatory requirements, including federal and state laws, as well as company policies.
Assist Underwriters: Provide necessary support to underwriters in evaluating loan applications and financial data.
Maintain Records: Organize and maintain accurate records of loan applications, approvals, denials, and documents in accordance with company and regulatory standards.
Problem Resolution: Address and resolve issues or discrepancies related to loan applications, documentation, or processing delays.
Customer Service: Provide excellent customer service by responding to client inquiries and offering assistance during the loan process.
Griffin Funding, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Griffin Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
NMLS #1120111
VA Approved Lender ID: **********
FHA Non-Supervised Lender No.: 01472-0000-3
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$41k-57k yearly est. 60d+ ago
Loan Officer
CDC Small Business Finance 4.1
Loan processor job in San Diego, CA
Job Description
About the Organization
The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.
We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.
Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents - and our country - thrive.
Position Summary
The Loan Officer is responsible for developing loan prospects within a defined market for a variety of loan programs. The ideal candidate will generate a productive business referral network of banks and support organizations, establish themselves as a resource for small business and economic development industry professionals and create a steady pipeline of leads for loan pre-qualification. Compensation will include a base salary with incentive payouts based on delivery of pre-qualified loans to the loan production team and ultimate loan funding generated from the pipeline.
Essential Responsibilities
Effective community outreach is vital at the outset to ensure success in this role. Proactively engage with centers of influence (COIs), such as banks, non-bank lenders, small business support organizations, networking groups, government agencies, and other key stakeholders, to establish meaningful connections and create opportunities to serve entrepreneurs seeking credit.
Develop invitation opportunities for speaking engagements to groups or individuals that will yield loan leads and expand the loan referral network within the assigned territory.
Represent CDC at business and industry events.
Review basic financial data (tax returns and financial statements) to pre-qualify and analyze loan applications for eligibility and credit worthiness using CDC credit guidelines and spreadsheet tools.
Requirements
Bachelor's degree in business, marketing, economics or finance related field from a recognized college or university - or - equivalent qualifying experience in sales.
Minimum 1-2 years of sales experience, preferably in finance products or services.
General knowledge of commercial or small business credit, preferably in a mission based or SBA loan department.
Market connections and network of business contacts.
Working knowledge of Microsoft office.
Excellent sales techniques and presentation skills with an ability to educate key audiences on a variety of lending programs and advantages to working with CDC.
Proven track record of prospecting new businesses and developing referral networks.
Possession of a valid Driver's License.
Spanish language proficiency a plus
Benefits
The base salary range for this position is $74,828- $80,000 and includes monthly and quarterly commissions which are a significant portion of total compensation.
his is a remote role with a primary focus on the San Diego market. Candidates must be located in the San Diego metropolitan area
All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
$74.8k-80k yearly 17d ago
Loan Officer
JBA International 4.1
Loan processor job in San Diego, CA
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. Must devote substantially more than 50 percent of working hours
outside
of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing.
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 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
Xinnix Training completion for Loan Origination required, or
Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer 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:
May be required.
$35k-52k yearly est. 60d+ ago
Loan Officer - San Diego, CA
Veterans United Home Loans 4.7
Loan processor job in San Diego, CA
ABOUT YOU:
You are passionate about helping Veterans.
You enjoy building rapport and relationships with many different types of individuals and groups.
You take initiative and have a competitive drive.
You are known for being self-motivated.
You learn quickly and thoroughly while continually adapting to changing conditions.
You are results oriented and have a sense of urgency.
You have excellent written and interpersonal communication skills.
ABOUT THE ROLE & JOB REQUIREMENTS:
As a Loan Officer at Veterans United, you enhance the lives of your borrowers by delivering unprecedented customer service. Your day will largely be filled with working with borrowers to determine their homebuying needs and working with the rest of the loan team to provide a smooth loan experience to your customers.
Job duties may include, but are not limited to:
Communicate loan status regularly with clients, responding promptly to inquiries and concerns via email and phone.
Analyze borrowers' information to determine feasibility of pre-approving and obtaining a loan.
Manage internal efforts to ensure a timely process and resolve application issues.
Interview borrowers and obtain and/or verify information and documentation.
Manage social media presence.
Educate borrowers on loan process and product/service alternatives.
Remain knowledgeable on company and industry guidelines and processes.
Analyze and manage numbers to increase and ensure efficiencies and meet company goals.
ABOUT US:
We're all about helping Veterans and military families become homeowners. In two short decades, we closed over 500,000 VA Loans and became the #1 VA lender for homebuyers in the nation. But to us, success isn't measured in numbers. Our success is measured in living our values every day: Be Passionate and Have Fun, Deliver Results with Integrity and Enhance Lives Every Day. We always strive to provide friendly service to military homebuyers and their families. And we always seek to lift up people and communities across the country.
At VU, we don't require a specific degree or experience. We have found that individuals from various backgrounds can be successful in our roles. Some of our most successful employees came from these backgrounds:
Fitness/Sports: Coaches, Trainers, Former Athletes, Team Players!
Sales: Retail, Auto, Phone, Sales Support, Brand Representatives
Hospitality: Servers, Event Services
Education: Teachers, Higher Education, Admissions
Public Service: City Employees, Government Work, Law Enforcement, First Responders
The base pay range for this position is $13.00 to $20.00 per hour, but keep in mind that this is a commissioned role. Commissions will be based on the volume (dollar amount) of loans closed. We estimate that this position has an annual gross income potential of between $90,000.00 and $225,000.00, taking into account base pay, commissions, deductions, and bonuses. Of course, pay will vary and may be above or below the potential range based on various factors, such as experience and performance. Veterans United provides a variety of benefits to employees, including health and dental insurance coverage, paid sick leave, an employee wellness program, 401(k) matching, and paid holidays.
Interested? Apply Today!
Learn more about us on Glassdoor and our career site at vu.com/careers
Veterans United Home Loans and its affiliates are Equal Opportunity Employers that consider all qualified applicants regardless of race, color, religion, sex (including pregnancy, transgender status, and sexual orientation), national origin, age (40 or older), disability or genetic information.
$41k-54k yearly est. Auto-Apply 12d ago
Loan Officer Assistant Admin
Prospect Mortgage
Loan processor job in San Diego, CA
LOAN OFFICER ASSISTANT CAREER OPPORTUNITY SALARY + COMMISSION Established in 2006, Prospect Mortgage specializes in acquiring mid-sized residential lenders, providing them with capital, cost-efficiencies, and increased resources while maintaining a decentralized, entrepreneurial business model.
We've created a team-oriented, energetic, and upbeat culture with a focus on success.
Prospect is backed by Sterling Partners, a multibillion-dollar private equity fund based in Chicago and Baltimore.
Qualifications We Are Seeking to Join Our Team! * Energetic and Goal-Oriented Loan Officer Assistant *Willingness to learn and adapt to changing market * True Sense of Customer Service and Integrity * 2+ Years Loan Officer Assistant, Title, Escrow or Real Estate Sales Experience *2 + Years College Education Preferred but not required * NMLS Licensed Preferred but not required Qualifications Required: * Computer Proficiency * Great Multi-Tasking Skills *Ability to meet deadlines * Money and Customer Service Oriented Individuals * Effective Phone/Communication Skills Prospect Mortgage Offers you: *Salary + commission * Comprehensive Benefit Package: Health, Dental, Vision, Life, 401K, PTO, Floating Holidays * In-House Operational Support * New Hire and Ongoing Training Classes: Product Knowledge, Mortgage Software Programs, Sales * Career Advancement Opportunities * Manager That Will Work With You to Help You Win If this sounds like the right mix of challenge and opportunity for you, and you meet the minimum qualifications, we want to hear from you! Who We Are When others see nothing but a downturn in the mortgage industry, Prospect sees opportunity.
We understand how to grow for long-term results.
We recognize individual companies that have the talent and tools for success.
With fresh capital, cost-efficient scale, and decades of mortgage know-how, we are building a network of excellence coast-to-coast that combines the perfect blend of centralized strength and localized entrepreneurialism and leadership.
With about 2000 employees, Prospect Mortgage is one of the larger companies in the portfolio of Sterling Partners, a private equity firm with a history of generating extraordinary returns for investors.
With nearly $4 billion of capital under management, Sterling's investment strategy is to invest from $5 million to more than $150 million of equity in each company with which we partner.
They invest in industries with positive, long-term trends and bring their experience, expertise, and network in driving value to portfolio companies.
$37k-56k yearly est. 60d+ ago
Loan Officer
Seller Door Real Estate and Finance
Loan processor job in San Diego, CA
Job Description
Loan Officer Opportunity
This opportunity is designed for a motivated Loan Officer who wants to learn to grow inside a dual platform environment where real estate and lending work together to support clients and expand production while earning rewarding commissions. At Seller Door Real Estate and Finance, you will work closely with agents who actively collaborate, co market, and create qualified introductions that help you build steady momentum.
You will gain access to an integrated system that connects lending and real estate, allowing you to strengthen relationships, improve conversion, and increase visibility within a collaborative ecosystem. The focus is on aligned partnerships, early client engagement, and consistent communication that supports long term growth.
As a Loan Officer, you will guide clients through pre approvals, financing options, and the full loan process with professionalism and clarity. You will also learn to position yourself as a trusted lending partner within a referral driven real estate pipeline designed to support sustainable success.
First year earning potential when hitting goals: $140,000+
Added Value
- Daily collaboration with real estate agents for shared client opportunities
- Integrated systems that support conversion and follow through
- Marketing support including co branded assets and client events
- Access to referral pipelines from active real estate teams
- Professional development and mentorship inside a combined platform
- Supportive culture centered on accountability, production, and results
If you are ready to learn to grow in this niche and want to see what is possible, respond to this ad and connect with our team.
Compensation:
$140,000 at plan commissions
Responsibilities:
Assist borrowers in selecting loan programs that best fit their financial goals and needs
Manage a large pipeline of loans to ensure your production meets our requirements
Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements
Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions
Prospect, develop, and maintain relationships with potential new business referral partners such as realtors, builders, bank colleagues, and the community at large
Qualifications:
Previous experience with Office Suite and loan originating software such as Experian, Calyx, or LendingWise preferred
Requires compliance with lending regulations and bank underwriting guidelines and lending policies
Multiple years of real estate, mortgage origination, or lending required
Bachelor's degree from a four year college or university required in banking, business, real estate, or a related field
Current NMLS State License or Federal NMLS Registration
NMLS license required
If you do not have a license, we can help you obtain a license
About Company
At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence.
We believe every agent should confidently answer “yes” to some of the most important questions in their career:
Am I getting the mentorship and support I need?
Do I have proven systems to grow consistently?
Am I rewarded fairly for my results?
Do I get offered stock options or an equity share plan as an agent?
Do I get custom marketing support or do you have to do it on my own?
At Seller Door, the answer is always yes. Our collaborative culture empowers agents to guide clients from pre-qualification to closing with excellence while building long-term success.
$37k-56k yearly est. 13d ago
Loan Officer II
Wheelhouse Credit Union
Loan processor job in San Diego, CA
Job DescriptionDescription:
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking a variety of loans. Responsible for reviewing loan applications, interviewing loan applicants and obtaining other documentation to determine credit worthiness of applicant and disposition of loan. Prepare appropriate documentation and related forms for submittal to the Lending Manager. Develop information and stipulations to process loan applications such as verification of income and credit reports. Employees assigned to this level will underwrite a variety of loans with considerable independence.
Act as a resource for dealer and staff questions regarding the Credit Union's loan programs.
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for consumer (direct/indirect) and real estate loans.
Review all applications to insure completeness and accuracy of information. Inform branch personnel, members and/or dealers of loan requirements and matters affecting the granting of loans.
Set stipulations for loan applications accordingly to achieve sound lending decision.
Inform management of the progress and performance of dealer partners.
Prepare monthly production reports and provide information to manager.
Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority.
Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
Remain current on lending regulations and guidelines.
Complete reports as requested by management.
Maintain effective working relationship with staff.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
All other duties assigned.
Requirements:
1. High school diploma or equivalent.
2. Minimum of two years of underwriting experience or having the equivalent experience by completing all of the following:
· Three years of loan interviewing experience.
· Two years of loan processing experience with consumer loans.
· Minimum of six months of hands on underwriting experience.
· Completion of an industry recognized loan underwriting course, minimum of 20 hours.
3. Strong organization, communication (written and verbal) and analytical skills with the ability to explain underwriting requirements in a clear and concise manner.
4. Strong knowledge of laws, regulations, policies and procedures as they pertain to lending.
5. Proficiency with ten key adding machine, calculator and Microsoft Office products.
6. Working knowledge of computers and ability to learn new systems.
7. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
$37k-56k yearly est. 17d ago
San Diego Regional Loan Officer
Caliver Beach Mortgage
Loan processor job in San Diego, CA
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!!
Description:
· Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
$37k-56k yearly est. 60d+ ago
Loan Originator
National Asset Direct
Loan processor job in San Diego, CA
If you're an experienced and motivated Loan Originator ready to take your career to the next level, iServe Residential Lending is the place for you! We are a multi-state direct lender committed to providing a level of service that exceeds expectations within the mortgage industry. Getting your deals done takes teamwork. Join the iServe team.
The iServe Winning Team - Experience the iServe Difference:
Ginnie Mae issuer with guidelines down to 600 credit score
Approachable support staff that closes your deals on time
Operations team that recognizes the importance of your networking connections
Dedicated marketing support to help you get more business
Direct access to underwriting hotline for all your questions
Diverse product mix
State of the art technology
Visionary leadership, exceptional corporate culture and open communication
Industry innovators at the forefront promoting individualized growth and success
Our players get the job done with a smart, reliable and consistent approach. Utilizing an all-in-one lending platform, we work hard to get every loan done as promised. We're a team you can count on for success.
iServe also offers a strong compensation plan, fringe benefits, a casual work environment and flexible scheduling. While other lenders are looking for ways to say "NO" to a loan, iServe is looking for ways to say "YES."
Say "YES" to working with iServe today! Please see job details below:
Summary of Duties: The Loan Originator position requires maintaining minimum production standards, progressing towards exceeding those minimums.
Essential Duties:
• Engage in selling loan products outside the office more than 50% of the time.
• Submit Loans, working efficiently with borrower, branch and corporate office
• Maintain comprehensive working knowledge of:
o Current Rates and Products
o Company Policy and Procedure
o Regulatory Compliance Requirements
o Company provided tools
o FHA / Conventional/VA process
• Maintain State Licensing; continuing education required
• Effectively use all marketing channels available
• Cultivate and maintain relationships with Real Estate professionals
• Communicate effectively with all parties involved, including, but not limited to:
o Branch Manager
o Operations Manager and Dept.
o Underwriting Coordinator
o Borrower
• Present a professional image and demeanor both within the company and externally
• Maintain requisite knowledge to perform job requirements.
• Deliver results marked in a fashion marked with integrity.
• Act as a role model/leader in achieving organizational results.
• Seek innovative alternatives for performing assigned duties.
• Work independently and work effectively with team members to achieve department growth.
• Create an effective and respectful work environment.
• Strive to exceed internal and external customer expectations.
Other Duties:
• Performs other duties as assigned.
Qualifications (Education, Experience, and Skills):
• Some college course work in business or finance preferred
• NMLS License specific to state of employment
• Minimum of two years job related experience
• Residential mortgage banking knowledge and experience in negotiations or sales is required
• Basic knowledge of PCs and related Microsoft office application
• Self-motivated with strong desire to succeed
• Strong sales ability and drive
• Detail oriented with ability to multi task
• Strong interpersonal & written communication skills
• Strong team oriented atmosphere
• Professionalism and integrity are essential
• Ability to read and interpret mortgage documents, real estate sales contracts, valuation forms and attorney correspondence, and company policies and procedures
• Basic mathematical skills
• Strong ability to apply common sense understanding to carry out instructions furnished in written or oral form
• Ability to problem solve under a variety of situations and circumstances
The Perks:
• A great work environment committed to individual and collective success!
• Ability to create strategic plans and take ownership within departmental structure
• Opportunity for advancement within the company
• Health, Dental, 401k, - we'll take the worry out of life!
iServe Companies is committed to fair lending principles and compliance with all fair lending laws.
$35k-50k yearly est. Auto-Apply 60d+ ago
Loan Originator
Become a Part of Our Amazing Team
Loan processor job in Chula Vista, CA
Dunmor is seeking results-driven sales professionals to join our team as Loan Originators. This role is ideal for individuals with a strong background in exceeding sales targets, building strategic relationships, and driving revenue growth within the investment real estate sector.
The ideal candidate will have a proven track record of funding $3 million or more in monthly origination volume in areas such as fix-and-flip, ground-up construction, single-family rental, and short-term bridge financing. This is a high-impact sales role for ambitious professionals who thrive in a fast-paced, performance-oriented environment.
Essential Duties and Responsibilities
As a Loan Originator, you will leverage your sales acumen to identify opportunities, develop client relationships, and drive new business. Key responsibilities include:
1. Sales and Revenue Generation
Actively pursue and secure new business by cultivating relationships with property investors, brokers, and real estate agents.
Consistently achieve or exceed monthly sales goals by identifying and capitalizing on lending opportunities.
Negotiate and present compelling loan terms, creating customized solutions to meet client needs and drive deal closures.
2. Sales Strategy and Relationship Management
Build and maintain a network of real estate investors and referral partners, including brokers and realtors, to create a steady flow of high-quality leads.
Utilize data-driven insights and market trends to strategically target opportunities and maximize sales potential.
Develop strong, long-term relationships with clients, ensuring repeat business and referrals.
3. Pipeline and Performance Management
Maintain a dynamic pipeline of potential deals, ensuring timely follow-ups and efficient progression from lead generation to loan closing.
Consistently update the CRM system to reflect the status of prospects, applications, and active clients.
Monitor sales performance metrics and adjust strategies to optimize outcomes.
4. Collaboration and Operational Alignment
Partner with internal teams such as Processing, Underwriting, and Valuations to ensure smooth and timely loan processing.
Act as a liaison between clients and operations to overcome challenges and meet client expectations effectively.
5. Industry Networking and Brand Building
Represent Dunmor at trade shows, industry conferences, and other events to establish the company as a trusted brand in real estate financing.
Leverage strategic pre-planning and post-event outreach to convert leads into closed deals.
Qualifications
Sales Expertise: Proven ability to consistently achieve $3 million or more in monthly origination volume within fix-and-flip, ground-up construction, single-family rental, or short-term bridge financing.
Customer-Focused Selling: Track record of delivering customized solutions and superior client experiences.
Communication and Negotiation Skills: Strong interpersonal, negotiation, and presentation abilities.
Analytical Skills: Proficient in analyzing financial information, structuring deals, and tailoring loan terms to client needs.
Technical Proficiency: Skilled in Microsoft Word, Excel, Outlook, and PowerPoint, with familiarity in CRM systems.
Entrepreneurial Spirit: Self-motivated, ambitious, and driven by achieving and surpassing sales targets.
Experience in the Industry: Previous or current experience with a direct competitor of Dunmor is strongly preferred.
$35k-50k yearly est. 4d ago
Member Loan Specialist I,II
Cal Coast Credit Union 4.1
Loan processor job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Salary Range (Hourly) -
Member Loan Specialist l:
$22.6756 - $28.3445
Member Loan Specialist ll:
$25.2199 - $31.5249
$35k-46k yearly est. Auto-Apply 60d+ ago
Consumer Direct Loan Originator
Wintrust Financial 4.9
Loan processor job in San Diego, CA
Build your career with a company that is rated a top 20 lender nationally for VA Home Loans! Veterans First Mortgage is an FHA/VA home lender. Come join a team that trains you from the ground up! Veterans First Mortgage employees strive to give each and every borrower an exceptional customer experience. We have a visionary marketing team with a cutting-edge lead program. Our in-house team of loan officers, processors, underwriters and closers share one goal: to make the loan process swift, simple and compliant. Military members make up a large part of our demographic. An increasing number of veterans are using their home loan benefits. Come take advantage of this momentum and feel a great satisfaction in helping those that serve our country.
For more information on Veterans First Mortgage, please visit ************************************
Why join us?
An award-winning culture that supports Personal Growth, Respect, Trusted Relationships, All-in Approach, Employee Empowerment
Competitive pay and benefits including medical, dental, vision, life, a 401k plan with a company match and tuition reimbursement, parental leave, employee assistance program (EAP), banking benefits, pet insurance … and more
Generous paid time off and flexible work hours
Opportunities to grow and develop in your career
Promote-from-within culture
You can make a difference!
Veterans First holds Top Workplace awards from The Salt Lake Tribune and The San Diego Union-Tribune
Why join this team?
Come be a part of our vision in being the most referred and respected mortgage brand in the military community
Training and Licensing provided: Veterans First Mortgage ensures success from the start by thoroughly training and licensing all of our Loan Officers to include comprehensive NMLS licensing training and complete onboarding/ in-house training
Leads are provided through our visionary Marketing team utilizing our cutting edge lead program
In this role you will be focusing on building relationships with borrowers and helping them live the American dream of home ownership
The loan officer position provides a base salary plus commission, opportunity for bonuses and full benefits
Become a part of our work family where core values of Personal Potential, Trusted Relationships, Respect and an All-in Approach is what drives us each and every day, and the occasional BBQ or potluck is just how we start the fun
What You'll Do:
Dedicated to delivering award winning customer service in an inside sales environment
Identify prospective customers through company generated inbound leads
Conduct customer needs analysis to learn and understand customer's goals
Create relationships with prospects and customers to establish trust and highly encourage referral business
Conduct thorough follow up, outbound calls to interested consumers
Close sales and advise customer of next steps
Stay current on new products available for customers, completing ongoing education for licensing and compliance
Qualifications:
Proven track record of success in a sales or customer service oriented environment
Strong phone presence, listening and presentation skills
Ability to multitask, problem solve and efficiently manage time in a fast paced environment
Strong at communicating and relationship building
Team player with the ability to thrive in a structured and competitive environment
Bachelor's degree and 2+ years professional experience preferred
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The minimum estimated hourly rate for this role is $20.20, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate's location, qualifications, skills, and experience.
Since 1996, Veterans First Mortgage has helped over 100,000 borrowers obtain the American Dream of home ownership. Inside Mortgage Finance ranks Veterans First Mortgage as a top VA mortgage lender by volume. With primary lending centers in Salt Lake City, UT and San Diego, CA, and loan officer licensed nationwide in almost every state, Veterans First is a VA and FHA mortgage lender that has over 350 hard-working team members that strive to make every aspect of the loan process as easy as possible. Veterans First Mortgage community and overseas programs revolve around veterans and our Troops. When we say "Thank you for your service," we mean it! Veterans First Mortgage is a trade name of Wintrust Mortgage, a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank, NMLS # 449042.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$20.2 hourly Auto-Apply 13d ago
Member Loan Specialist I,II
California Coast Credit 3.8
Loan processor job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Salary Range (Hourly) -
Member Loan Specialist l:
$22.6756 - $28.3445
Member Loan Specialist ll:
$25.2199 - $31.5249
$42k-58k yearly est. Auto-Apply 60d+ ago
Loan Officer
CDC Small Business Finance 4.1
Loan processor job in San Diego, CA
About the Organization
The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.
We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.
Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents - and our country - thrive.
Position Summary
The Loan Officer is responsible for developing loan prospects within a defined market for a variety of loan programs. The ideal candidate will generate a productive business referral network of banks and support organizations, establish themselves as a resource for small business and economic development industry professionals and create a steady pipeline of leads for loan pre-qualification. Compensation will include a base salary with incentive payouts based on delivery of pre-qualified loans to the loan production team and ultimate loan funding generated from the pipeline.
Essential Responsibilities
Effective community outreach is vital at the outset to ensure success in this role. Proactively engage with centers of influence (COIs), such as banks, non-bank lenders, small business support organizations, networking groups, government agencies, and other key stakeholders, to establish meaningful connections and create opportunities to serve entrepreneurs seeking credit.
Develop invitation opportunities for speaking engagements to groups or individuals that will yield loan leads and expand the loan referral network within the assigned territory.
Represent CDC at business and industry events.
Review basic financial data (tax returns and financial statements) to pre-qualify and analyze loan applications for eligibility and credit worthiness using CDC credit guidelines and spreadsheet tools.
Requirements
Bachelor's degree in business, marketing, economics or finance related field from a recognized college or university - or - equivalent qualifying experience in sales.
Minimum 1-2 years of sales experience, preferably in finance products or services.
General knowledge of commercial or small business credit, preferably in a mission based or SBA loan department.
Market connections and network of business contacts.
Working knowledge of Microsoft office.
Excellent sales techniques and presentation skills with an ability to educate key audiences on a variety of lending programs and advantages to working with CDC.
Proven track record of prospecting new businesses and developing referral networks.
Possession of a valid Driver's License.
Spanish language proficiency a plus
Benefits
The base salary range for this position is $74,828- $80,000 and includes monthly and quarterly commissions which are a significant portion of total compensation.
his is a remote role with a primary focus on the San Diego market. Candidates must be located in the San Diego metropolitan area
All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
$74.8k-80k yearly Auto-Apply 45d ago
Loan Officer II
Wheelhouse Credit Union
Loan processor job in San Diego, CA
Full-time Description
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking a variety of loans. Responsible for reviewing loan applications, interviewing loan applicants and obtaining other documentation to determine credit worthiness of applicant and disposition of loan. Prepare appropriate documentation and related forms for submittal to the Lending Manager. Develop information and stipulations to process loan applications such as verification of income and credit reports. Employees assigned to this level will underwrite a variety of loans with considerable independence.
Act as a resource for dealer and staff questions regarding the Credit Union's loan programs.
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for consumer (direct/indirect) and real estate loans.
Review all applications to insure completeness and accuracy of information. Inform branch personnel, members and/or dealers of loan requirements and matters affecting the granting of loans.
Set stipulations for loan applications accordingly to achieve sound lending decision.
Inform management of the progress and performance of dealer partners.
Prepare monthly production reports and provide information to manager.
Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority.
Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
Remain current on lending regulations and guidelines.
Complete reports as requested by management.
Maintain effective working relationship with staff.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
All other duties assigned.
Requirements
1. High school diploma or equivalent.
2. Minimum of two years of underwriting experience or having the equivalent experience by completing all of the following:
· Three years of loan interviewing experience.
· Two years of loan processing experience with consumer loans.
· Minimum of six months of hands on underwriting experience.
· Completion of an industry recognized loan underwriting course, minimum of 20 hours.
3. Strong organization, communication (written and verbal) and analytical skills with the ability to explain underwriting requirements in a clear and concise manner.
4. Strong knowledge of laws, regulations, policies and procedures as they pertain to lending.
5. Proficiency with ten key adding machine, calculator and Microsoft Office products.
6. Working knowledge of computers and ability to learn new systems.
7. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
Salary Description $22.96 - $28.71
$37k-56k yearly est. 13d ago
Loan Officer
Griffin Funding
Loan processor job in San Diego, CA
Griffin Funding is a consumer direct mortgage company, meaning our Loan Officers work directly with clients who have already expressed interest in financing or refinancing a home. We invest heavily in marketing and technology to deliver high-intent first-party inbound opportunities to our sales team. Rather than building a book of business from scratch, Loan Officers focus on responding quickly, consulting effectively, and converting engaged prospects into closed loans.
Loan Officers are backed by a dedicated operations and underwriting team that handles conditions and loan progression, so you're not stuck chasing paperwork or managing underwriters. This lets you spend your time where it matters most: working with clients and closing deals.
This model allows our Loan Officers to:
Spend more time advising clients and less time prospecting
Work a consistent pipeline of inbound and outbound opportunities
Rely on proven systems and support to drive steady deal flow
Build momentum quickly in a structured, lead-supported environment
What You'll Do
Engage with inbound inquiries and outbound leads to connect with prospective clients
Follow up diligently with leads via phone, voicemail, text, and email
Consult with clients to understand their financial situation, motivations, and loan needs
Recommend appropriate loan products and guide clients through the origination process
Build trust and long-term relationships through clear communication and follow-through
Maintain accurate records and activity within our CRM systems
Compensation
Hourly, full-time position (40 hours per week)
Paid at applicable state and city minimum wage
Hourly compensation is structured as a draw against commissions
Draw is calculated per pay period and does not roll over
Commissions are paid once earned commissions exceed the hourly draw
Performance & Growth
90-day probationary period with regular check-ins and coaching
Ongoing performance reviews to support development and success
Clear expectations around standards, consistency, professionalism, and client conversion
Onboarding & Training
Structured onboarding during your first month
Required completion of Griffin Funding University (GFU), including a final assessment
Leads & Tools
Access to company-provided Google SEO and PPC leads
Leads are managed through HubSpot
Strong internal systems designed to support fast follow-up and conversion
Transition to SR LO
Consistent demonstration of exceeding funding standards will warrant a review for promotion to Sr. Loan Officer. Promotion is at the sole discretion of the VP of Lending.
Leads for SR LO
Eligible for Past Clients who are not in the book of a Loan Officer who is currently with the company in any capacity.
Eligible for Chili Piper appointments and direct transfers from ISAs.
When there are separate ring groups; first ring group for inbounds.
Expected to demonstrate a high level of understanding of all investors and loan products, and assist the team by leading by example and sharing guidance based on experience.
Job requirements
Griffin Funding, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Griffin Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
NMLS #1120111
VA Approved Lender ID: **********
FHA Non-Supervised Lender No.: 01472-0000-3
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Other jobs
How much does a loan processor earn in Santee, CA?
The average loan processor in Santee, CA earns between $32,000 and $62,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.
Average loan processor salary in Santee, CA
$45,000
What are the biggest employers of Loan Processors in Santee, CA?
The biggest employers of Loan Processors in Santee, CA are: