Private Client Loan Originators

Production Aliso Viejo, California Monarch Beach, California Pacific Beach, California San Clemente, California La Canada, California Carlsbad, California Santa Ana, California


  •  Minimum 5 years of Mortgage Loan Origination experience, sourcing own leads. 
  • Active CA-DBO license; as required by SAFE Mortgage Licensing ACT.
  • Currently closing a minimum of 2-3 loans per month
  • Provide award-winning customer service.
  • Proven successful track record of accomplishments in originating loans and meeting sales goals.
  • Strong communication skills (verbal/written/listening/presentation
  • Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
  • Develops and maintains respect with all employees and management; demonstrating a commitment to the company culture.
  •  Ability to work weekends 
  • Encompass experience (preferred not required)