Loan Officer Assistant Job at M5 Financial, San Diego, CA

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  • M5 Financial
  • San Diego, CA

Job Description

Loan Officer Assistant – M5 Financial

📍 Location: 5151 Shoreham Dr Suite 250, San Diego CA 92122

🕒 Full-Time | $50,000 - $65,000 Base Salary + Performance-Based Bonus

About M5 Financial:

M5 Financial is a dynamic and client-focused mortgage brokerage committed to delivering tailored financing solutions. We specialize in wholesale mortgage lending, providing top-tier service and competitive products to homebuyers and real estate investors.

Position Overview:

We are seeking an experienced Loan Officer Assistant with a strong background in the mortgage industry, ideally in the wholesale or broker channel . The ideal candidate will support our loan officers in managing the loan pipeline, ensuring smooth communication with clients, lenders, and processors, and helping expedite loan closings.

Key Responsibilities:
  • Assist loan officers with pre-qualifications, loan structuring, and client follow-ups.
  • Gather, review, and organize loan documentation to ensure timely submission.
  • Communicate with lenders, underwriters, and processors to track loan status and resolve issues.
  • Maintain CRM records, update loan files, and ensure compliance with industry regulations.
  • Provide excellent customer service by answering client inquiries and keeping them informed throughout the loan process.
  • Assist with marketing efforts, including outreach to referral partners and managing loan officer calendars.
Compensation & Benefits:

💰 Base Salary: $50,000 - $65,000 (based on experience)

🎯 Bonus: Performance-based incentives tied to loan volume and efficiency

📈 Growth: Opportunities for career advancement within the company

📅 Paid Time Off & Benefits: Competitive PTO, health benefits, and 401(k) options (if applicable)

Qualifications:

Experience: Minimum 2 years in the mortgage industry, preferably in the wholesale or broker channel .

Knowledge: Strong understanding of mortgage loan products, underwriting guidelines, and compliance requirements.

Skills: Excellent communication, organizational, and problem-solving abilities.

Tech-Savvy: Experience with loan origination systems (LOS), CRM platforms, and mortgage-related software.

Detail-Oriented: Ability to multitask and manage multiple loan files with precision and efficiency.

Licensing (Preferred but Not Required): NMLS licensing is a plus.

Why Join M5 Financial?

⭐ Collaborative, fast-paced, and supportive work environment.

⭐ Growth opportunities within a leading mortgage brokerage.

⭐ Competitive compensation with performance-based incentives.

⭐ A company committed to providing excellent service and empowering clients to achieve their homeownership goals.

Job Tags

Full time,

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