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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 .
    • Doc Drawer - Wholesale Mortgage
      Irvine, CA

      JOB SUMMARY
      The Doc Drawer ensure accurate and timely creation of loan documents by reviewing and inputting loan file data into the applicable computer application.

       

      RESPONSIBILITIES

      • Upon receipt of the document request employee will review files to ensure all necessary documents are included (invoice, insurance, VOE etc.).  Check all documents against the system and notify team of missing or incomplete information, as appropriate.
      • Confirm all fees, rates, points and loan information for accuracy.
      • Inputs data from loan package into the computer application and generates loan documents.  Ensures accuracy of all dates and information, signature lines (Trust, POA, etc.).
      • Ensures dates of documents are within TRID guidelines from Initial CD.
      • Adheres to company posted turn times.
      • Notifies team when documents are released to Closing Agent.
      • Ability to prepare and issue a Closing Disclosure.
      • Balance bottom line regarding cash to close and cash back to borrower.
      • Balance wire for funding on wet state doc draws with Closing Agent.
      • May prepare and review a variety of required correspondence.
      • Responds to routine and non-routine questions from team members and others and follows up with them as necessary.
      • Performs other duties as assigned.

       

      QUALIFICATIONS

      Education/Work Experience

      • High school diploma or equivalent GED.
      • 1-2 years’ experience in loan closing, doc drawing, or loan funding.

       

      Core Skills/Knowledge

      • Knowledge of wet and dry state processes.
      • Knowledge of TRID.
      • Strong customer service, communication, interpersonal and organizational skills
      • Ability to work in a fast paced, fluid environment.
      • Ability to multi-task and meet deadlines.
      • High level of integrity and confidentiality required 
      • Strong attention to detail.
      • Current FHA, VA and USDA experience
      • Familiarity with Encompass 360

       

      DISCLAIMER
      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      Shipping Specialist
      San Ramon, CA

       

      JOB SUMMARY
      The Shipping Specialist ships closed loan files to committed investors within required lock timeframes via web-based investor portals using required stacking orders.

       

      RESPONSIBILITIES

      • Monitor shipping report of all files after funding, to meet company turn time of shipping closed loans to the committed investor within 72 hours.
      • Send communication daily to Funding Department on files that are at 48 hours that require the final Closing Disclosure prior to shipping.
      • Monitor the shipping report to verify all files are committed by the lock department to investors in a timely manner.
      • Virtual stack loan file for shipment in company LOS system, verifying all investor specific documents have been completed and added to stacking order.
      • Work loss payee report daily informing insurance company of new investor information.
      • Complete all MERS transfers once loans are purchased by investors.
      • Complete activation of all MI certs with MI companies once loan is funded.
      • Perform other related duties as assigned.
         

      QUALIFICATIONS

      Education/Work Experience

      • High school diploma of equivalent. 
      • Up to 1 year of related office experience.
      • Basic knowledge of mortgage loan documentation
      • Basic knowledge of mortgage loan procedures and applicable regulations and compliance requirements.

       

      Core Skills/Knowledge

      • Good computer skills including the ability to use office equipment such as copiers, fax, computers.
      • Ability to communicate effectively both verbally and in writing.
      • Strong customer service skills; ability to interact effectively with investors, title/escrow companies and internal office staff.
      • Ability to handle detailed assignments and coordinate various duties.
      • Ability to organize and prioritize workload and meet deadlines.
      • Moderate level of organizational skills.

       

      DISCLAIMER
      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

       

      Receptionist
      San Ramon, CA

      JOB SUMMARY
      Under the direction of the Executive Director of Administration, the Receptionist provides clerical support to front desk operations.  This includes greeting visitors, answering and routing phone calls, and taking messages.  Additionally, the Receptionist will ensure the office is supported with in-office refreshments, cleanliness of rooms, and inventory of office supplies.

       

      RESPONSIBILITIES

      • Meets and greets visitors, customers, and employees.  Contacts appropriate manager and/or escorts visitor to meeting space.
      • Answers the phone and routes calls to appropriate party. 
      • Retrieves, scans and/or files documents as requested.
      • Provide assistance with copiers/printers/fax machines as needed. Helps refill with paper and clear jams as they occur. Coordinate help by IT, if necessary.
      • Receives mail/or other parcels and distributes to appropriate parties (manages tracking as well).
      • Sorts and applies postage to outgoing mail.  Prints labels and coordinates shipments. Manages shipping vendor account.
      • Ensures office supplies are readily available for staff use.  Orders supplies as needed or requested. Manages supply vendor account.
      • Maintains supply cabinets, closets and kitchen cabinets for organization and cleanliness. Does dishes.
      • Ensures conference room schedule is adhered to and that cleanliness of rooms is kept in a presentable manner at all times.
      • Ensures daily in-office refreshments are ready for employees at the beginning of each day. Orders items as necessary or requested. Manages breakroom supply vendor account.
      • May coordinate office-wide lunches including ordering, taking delivery, setting up, and cleaning afterwards.
      • Will work with Department Head to coordinate company functions.
      • Coordinates with building management for maintenance needs from time to time.
      • Handles cubicle and office turnover when employee leaves and ensures space is ready for new hires prior to their start date.
      • May prepare documents such as simple correspondence, agendas, meeting materials, etc.
      • May coordinate light travel, as requested.
      • Performs other duties as assigned.

       

      QUALIFICATIONS

      Education/Work Experience

      • High school diploma of equivalent.
      • At least 6 months of relevant professional experience.

       

      Core Skills/Knowledge

      • Ability to speak and write professionally at all times.
      • Excellent customer service skills.
      • Ability to use a computer, including Microsoft Office applications. Must have experience in Excel and Outlook.
      • Knowledge of basic office equipment including copier, envelope stuffing machine, and postage meter.
      • Experience in using corporate phone lines for holds, transferring, etc.

       

      DISCLAIMER
      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

       

      Wholesale Closing Lead
      Irvine, CA


      JOB SUMMARY
      Under the direction of the Closing Manager, the Closing Lead provides general oversight of all mortgage closing activities, including Closing Disclosure, Docs, and Funding.  The Closing Lead will handle day to day inquiries and concerns from individual contributors in the closing department.

       

      RESPONSIBILITIES

      • Responds to staff questions and provides direction in order to effectively resolve problems.
      • Oversees docs, funding and CD’s for Conventional, FHA, and VA purchase and refinance mortgage loans in accordance with established policies, procedures, and guidelines.
      • Assist Closing Manager in reviewing pipeline and assist with balance of loan files with all employees.
      • Maintain a full pipeline of Funding Files closing up to 80 per month.
      • Back up the Closing Disclosure and Doc departments on overflow and employee time off.
      • Assists the Closing Manager in clearing suspense conditions in a timely manner.
      • Train new staff in all closing departments on company policy, procedure, and compliance.
      • Performs other duties as assigned.
         

      QUALIFICATIONS

      Education/Work Experience

      • High school diploma of equivalent.  College level coursework leading to undergraduate degree preferred.
      • 3-5 years of relevant mortgage banking experience in the areas of funding, drawing loan documents, and investor loan delivery.
      • Current FHA, VA, and USDA experience.
      • Previous experience in a leadership capacity leading a strong, cohesive team.

       

      Core Skills/Knowledge

      • Familiarity with Encompass 360 or other LOS/doc system.
      • Familiarity with TRID guidelines and procedures.
      • Self-motivated with an ability to work independently and in a team environment.
      • Strong organizational skills and ability to handle detailed assignments.
      • Solid analytical skills with attention to detail.
      • Ability to prioritize workload while meeting deadlines.
      • Ability to communicate effectively in writing and verbally.
      • Excellent customer service skills.

       

      DISCLAIMER
      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      Wholesale Operations Manager
      Irvine, CA


      JOB SUMMARY
      The Wholesale Operations Manager works closely with the COO and Wholesale Operations teams to provide direction, operational oversight, and leadership while supervising and coordinating the daily operations of the department.  This position will work with staff to meet expected performance levels relative to productivity, quality, service levels, and monthly production goals.

       

      RESPONSIBILITIES

      • Interact with various departments within Production to develop and implement processes, re-design of processes, reporting, policy and procedures and training.
      • Maximize efficiencies and increasing production within Mortgage Operations.  Mortgage Operations to include Processing, Closing/ Funding and Post-Closing.
      • Manage direct reports and is responsible for all management activities including: hiring, performance management/reviews, scheduling of work; counseling/coaching for performance issues; promotions; termination.
      • Responsible for overseeing staff to develop and keep current procedures for the Wholesale Channel.
      • Provide guidance to managers and team supervisors regarding necessary changes to policy, procedures, checklists etc.  
      • Provide daily reports to team members to ensure turn time and production goals are met.
      • Work to ensure superior operations and provide support to our internal and external customers.
         

      QUALIFICATIONS

      Education/Work Experience

      • Graduation from accredited 4-year college or the equivalent experience.
      • 5-10 years of mortgage loan industry experience with loan originations/operations experience.
      • 5+ years supervisory/management experience with the ability to lead and motivate staff.

       

      Core Skills/Knowledge

      • Must have the ability to review programs, processes and changes from a strategic perspective and develop tactical implementation plans.
      • Strong written and verbal communication skills, as well as excellent interpersonal skills and presentation skills are needed.
      • Strong understanding of wholesale and correspondent loan origination, underwriting processes and procedures, and mortgage industry standards is required.
      • Exceptional attention to detail, the ability to manage time and prioritize work.
      • Solid commitment to customer service with exceptional client relations skills.
      • Knowledge of Ellie Mae Loan Originations system (LOS) - Encompass preferred.
      • Proficiency with computer systems including MS Office (Word, Excel, and Outlook).
      • Must be able to effectively interact with all levels of the organization including internal employees, HR, business management and external candidates all while using sound judgment to prioritize and lead multiple assignments.
      • Must demonstrate ability to work both independently and as part of a team.
        Experience handling confidential information is required.

         

      DISCLAIMER
      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      Loan Officer
      Callifornia, Arizona, Colorado, Florida


      JOB SUMMARY
      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.

       

      RESPONSIBILITIES

      • 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.

       

      QUALIFICATIONS

      Education/Work Experience

      • Minimum of one (1) year previous sales experience.
      • Graduation from accredited 4-year college or the equivalent experience or equivalent experience in sales and/or real estate.

       

      Core Skills/Knowledge

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

       

      DISCLAIMER

      The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

      The requirements and the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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