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ABOUT US

We Get It Done

If you're looking to join a team of experienced mortgage pros who understand that customers are best served when we all pull on the same rope, you should talk with us.

We're a friendly, inclusive group willing to go beyond expectations for our customers and each other. We focus on getting people into homes and set ourselves apart by taking a personal and professional interest in easing people through the entire home buying experience. Our reputation is built on exquisite service and our ability to move mortgages through the system. Honestly, we're really, really good at it.

We're always looking for professionals who fit well into our culture. If this sounds like you, come join us!

Send us an email and your resume to .
    • Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have a need for talented, experienced Branch Managers.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market

      The Senior Help Desk Technician has daily responsibilities that can vary from staffing the Help Desk and monitoring performance, to special projects and direct customer interaction. We are looking for a Senior Help Desk Technician to work out of our Irvine office but will be required to travel from time to time.

      Duties

      • Help and mentor more junior team members
      • Respond to technical requests by phone, email, or ticketing system as needed to maintain TLAs and Help Desk coverage
      • Track statistics on an issue and problem resolutions
      • Work with systems and network teams to resolve customer issues
      • Help develop best practice procedures
      • Ensure duties are delegated properly and tasks are completed on time
      • Assist with choosing appropriate technology and other resources to maximize help desk effectiveness
      • Help create a southern CA IT operations area to help with equipment deployments, branch provisioning, and other tasks as required

      Requirements

      • Excellent Customer Service
      • 5+ years in IT
      • Experience administering a VOIP/PBX phone system
      • Citrix Xen Desktop experience
      • Familiarity with cloning/imaging software for desktops/laptops
      • Hands on experience providing level 1 and level 2 support
      • Strong knowledge of Active directory or similar user management technology
      • Ability to quickly diagnose technical problems in person or remote
      • Proven ability to manage complex projects
      • Ability to lift 50 pounds
      • Understanding of general networking administration and Windows-based PC troubleshooting
      • Ability to manage/administer ticketing systems
      • Mac experience nice, but not required

      Chief Accounting Officer Job Description

      We are seeking a highly skilled, experienced Chief Accounting Officer to join our growing organization. In this position, you will coordinate and supervise assigned personnel within the accounting department, delegating work and ensuring the staff follows all current laws and company procedure. You must be able to take large amounts of accounting information, analyze results, and make changes where necessary to benefit the company.

      Chief Accounting Officer Job Duties and Responsibilities

      • Report directly to the Chief Financial Officer (CFO)
      • Recruit, manage, and oversee assigned personnel within the accounting departments; work with other accounting managers
      • Create accounting strategies to maximize profits
      • Manage payroll and taxes as it relates to the accounting department.
      • Regularly examine financial statements and ensure they are accurate and free of any errors
      • Organize and update financial records; monitor all bookkeeping
      • Analyze accounts and suggest improvements to reduce costs and increase profits
      • Make sure all financial data adheres to current tax laws and regulations
      • Keep company accounts information confidential
      • Stay abreast on industry changes and current tax/accounting laws
      • Prepare, manage and present monthly reports
      • Act as a liaison to outside auditors
      • Represent the accounting department at board meetings

      Chief Accounting Officer Job Requirements and Qualifications

      • Bachelor’s degree in accounting or finance
      • CPA Certification; continuing Professional Education (CPE) requirements
      • 10+ years of experience in a senior accounting position
      • Advanced knowledge of professional accounting software
      • Extensive business experience and strategic knowledge
      • Must be up to date with changes in the government’s rules and regulations related to accounting procedure and financial reporting.
      • Skilled in Microsoft suite; proficient in complex accounting systems
      • Highly skilled in budgeting and bookkeeping
      • Excellent financial and analytical abilities
      • Must be able to generate effective reports and give presentations to upper management
      • Outstanding written and oral communication skills
      • Must be able to build strong teamwork.
      • High attention to detail
      • Similar Job Titles
      • Chief Financial Officer (CFO)
      • VP of Finance
      • Controller

      The VP Treasurer will be responsible for managing bank relationships and treasury operations, which include: administration of debt agreements and compliance, all Commerce Home Mortgage cash management, forecasting of liquidity needs, as well as serve as part of the Executive Leadership team in order to contribute to the growth of the company.

      ESSENTIAL RESPONSIBILITIES:

      LEADERSHIP

      • Provide leadership and strategic direction for all aspects of the treasury function to ensure the financial viability and stability of the company
      • As a critical confidante of the CFO and senior staff, provide thought leadership on the impacts of asset/liability management

      STRATEGY AND PLAN DEVELOPMENT

      • Be an important contributor in the development of the corporate long-range strategic and business plans
      • Develop the Treasury Strategic Plan and be an important contributor to the Finance Strategic Plans
      • Review all functional spending and acquisition plans to ensure capital liquidity are available to support initiatives
      • Develop robust financing sources from banking, investors, venture capitalist etc.
      • Manage debt capital, communicate with providers, administer payments and optimize them to reduce cost
      • Manage key banking relationships that impact treasury

      STAFF

      • Create and manage a strong treasury team that is viewed as a significant contributor to the company’s and each function’s operations
      • Oversee all treasury and account personnel including staffing, training, development, compensation and commission planning

      FORECASTING

      • Develop the forecasting of cash and the elements of cash flow and the plans required to deliver them
      • Prepare the cash flow and balance sheet projections based on P&L forecasts for quarterly board meetings
      • Develop Contingent Funding Forecasts for cash flow planning

      FINANCE/CASH FLOW

      • Manage cash resources and cash flows within the company, including cash flow reports and cash flow forecasts
      • Develop liquidity and funding strategies. Establish and execute on capitalization needs

      ADMINISTRATION

      • Develop and implement policies and procedures to control cash and outflows, including opening and closing of bank accounts, updating signature rights for existing bank accounts, improving payment methods and other bank related tasks
      • Monitor the organization's investment activity and ensuring its consistency with the organization’s policies and legal responsibilities
      • Drive cost-functional process improvements by championing new ideas and solutions
      • Develop strategies/plans to automate the treasury function and implement (with help of IT support) taking into account how solutions can also help other parts of the organization
      • Produce Analysis Reports specifically credit exposures reports and AR aging reports
      • Manage other treasury-related activities as directed by the CFO

      EXPERIENCE REQUIREMENTS:

      • 15+ years of experience within the mortgage origination/mortgage banking sector
      • Experience in a public company environment is preferred
      • Firm understanding of Capital Markets and possess previous experience as a Treasurer
      • The successful candidate will have knowledge of the treasury discipline and capital markets, plus the ability to communicate effectively, both verbally and in writing
      • EDUCATION AND/OR CERTIFICATION REQUIREMENTS:
      • Bachelor’s degree in Finance, Accounting or a related field is required
      • Treasury or Finance certifications preferred.

      The Operations Controller will not only provide leadership and coordination of the accounting team but also ensure that company accounting procedures and report both conform to generally accepted accounting principles.

      Duties and Responsibilities:

      • Direct and coordinate accounting activities for all business units, which include mortgage origination, appraisal management, and corporate functions.
      • Oversee daily operations of the accounting department
      • Develop efficiencies for the accounting department including reducing close process and automation initiatives
      • Manage the accounting controls over the accounting area including reconciliations, fixed assets and approval processes for accounting transactions.
      • Monitor and analyze monthly operating results against budget
      • Manage the preparation of all financial reports and P&L’s
      • Manage the preparation of financial outlooks and financial forecasts
      • Ensure compliance with local, state, and federal budgetary reporting requirements
      • Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures
      • Design, establish and maintain an organizational structure to effectively accomplish the department’s goals and objectives
      • Coordinate financial audits and provide recommendations for procedural improvements
      • Prepare accounting memos for new transactions and assist in developing accounting policies.

       

      EDUCATION AND EXPERIENCE REQUIREMENTS:

      • Bachelor’s degree in Finance, Accounting or a related field is required
      • Accounting certification is required
      • Must have 7+ years of experience in mortgage originations/mortgage banking sector
      • Experience in managing a team, developing the accounting team and leading accounting efficiency initiatives
      • Strong experience in multilevel/multi-entity consolidations
      • Experience with advanced ERP solutions, Oracle GL experience strongly preferred.

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

       

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

      Job Description

      The Loan Officer Responsible for increasing the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics To increase the company’s mortgage loan portfolio by developing strategic business partners, attracting mortgage customers and submitting complete loan files while upholding company standards and ethics.

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Pass screening process and assessment
      • Satisfy all NMLS requirements (training, testing and background check)
      • Prospect daily to your database (both face-to-face and via phone)
      • Develop strategic business partners to create a strong referral network
      • Build relationships with customers and provide them with products and services to meet their changing   needs
      • Exceed customer service expectations
      • Take thorough loan applications
      • Coordinate all aspects of the mortgage application process
      • Communicate effectively with peers, colleagues, and management
      • Meet minimum production standards of 4 closings per month after completion of training.

      CRITICAL SUCCESS FACTORS (CSF’s) – Performance Measurements:

      • Measurement #1: Demonstrate core sales and originations skills or enroll in and complete training
      • Target: Within 90 days of hire
      • Measurement #2: Average three closed transactions per month
      • Target: By the end of your 6th month
      • Measurement #3: Average four closed transactions per month
      • Targets: By the end of your 12th month

      JOB REQUIREMENTS

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Excellent interpersonal skills
      • Superb listening skills
      • Basic presentation skills
      • Foundational sales skills
      • Quality team player

      KNOWLEDGE

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel
      • Microsoft PowerPoint
      • Database management preferred but not required
      • Knowledge of the mortgage/ real estate market 

       

      This position will have a very active day-to-day participation in the list of responsibilities below in addition to assigned projects. 

      Major Responsibilities:

      • Execute daily marketing campaigns and deliverables to support the Corporate marketing department’s goals and deadlines
      • Assist/support Loan Officers in executing daily tasks, campaigns, workflows in Jungo/Salesforce.
      • Help train and be the daily resource to ensure Loan Officers are successful with their Jungo seats.
      • Create new or update existing email campaigns in Act-On/Jungo
      • Maintain a calendar of campaigns by target audience to set up and deploy both via scheduled drips and one off blasts. Proactively define, get buy off & execute on time
      • Work with both internal and external designers and production to facilitate direct mail and onsite materials execution
      • Collecting data for regular reporting of campaign metrics and attendance performance
      • Keep organized records of marketing metrics and results of past campaigns
      • Work with data managers internally to maintain our list database in our email deployment systems and direct mail database
      • Campaign set ups and lead tracking
      • Spend time daily tracking loan officer engagement and lead follow up. Reach out and help where needed.
      • Support the marketing team and Sales where necessary

      Related Requirements:

      • 3+ years of professional experience in marketing and campaign management
      • Strong skills/knowledge of successful email marketing, CRM & Salesforce
        • Understanding/knowledge of what makes for successful email campaigns
          • Deliverability
          • List Management
          • Effective Subject Lines, Content
          • Subscriber/audience engagement
          • Social Media Integration
      • Experience/understanding tracking, reporting and analytics
      • Ability to create effective campaigns – ideally, individual would be able to set up HMTL campaigns themselves in the product.
      • Knowledge/Experience with Act-On, Jungo (Mortgage App for Salesforce), SalesForce, Cloud *Salesforce a must.
      • BS degree in marketing, communications or business related field preferred
      • Mortgage/real estate experience a huge plus.

      General Requirements:

      • Thrives in a team environment but is a skilled, self-motivated, self-starter who can work autonomously to meet deadlines and objectives
      • Strong attention to detail and organizational skills
      • Ability to work on multiple projects simultaneously
      • Have proficient computer skills (fluent with Word, Excel, PowerPoint and Adobe Creative Suite. HTML skills a plus.
      • Proactive, has a sense of urgency & deadline-oriented

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

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