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      JOB SUMMARY


      The Human Resources Manager is part of the Administration and Human Resources division of Commerce Home Mortgage.  The HR Manager supports day to day Human Resources activities with a hands-on approach in the management of all HR related activities including but not limited to Employee Relations, HRIS management, new hire setup, document processing, leave processing, benefits administration, etc.  The HR Manager is a vital partner to all Commerce Home Mortgage employees.  Acting with speed, building and fostering partner relationships, being self-motivated and having a high standard for accuracy and integrity are all key to the success of this role.   

       

      RESPONSIBILITIES:

       

      • Handles employee relation inquiries and investigations in a timely, discreet and professional manner. 
      • Manage the setup and maintenance of employee records in the company’s HRIS system (i.e. new employee record, status changes, etc.)
      • Maintains relationship with payroll for relevant personnel/payroll change notifications.
      • Partner with senior management in the creation of strategies related to performance measurement, employee development and employee compensation.  
      • Leads end to end annual employee benefits administration activities.
      • Utilizing HRIS system, prepares standard and/or ad-hoc reporting for various HR related measures (i.e. hiring, separations, leaves, headcount reporting, turnover, sick time, vacation, overtime, etc.)   
      • Conducts new employee orientations to include welcoming, required payroll and new hire paperwork.
      • Responsible for the overall compliance with state, federal, county and agency requirements as they relate to payroll, benefits, and employment practices. 
      • Assist with compliance related projects and activities, including ACA, I-9, Affirmative Action, EEOC, etc.
      • Provide general administrative and HR support on a variety of HR projects as directed by the VP of Human Resources & Administration (i.e. information research, data summary, narrative for statistical reports, etc.)


      QUALIFICATIONS

       

      • 5 years or more of experience in Human Resources at an HR Manager level; in-depth knowledge of applicable HR laws, policies and practices.  Experience in a Human Resource capacity at a mortgage or related industry a plus.
      • Considerable hands-on experience working with HRIS systems.
      • Ability to build, maintain and strengthen relationships at all levels.
      • Highly effective at listening to various points of view in order to form a well-educated decision and apply necessary action(s).
      • Excellent communication skills (written and oral).
      • Ability to meet deliverables in a fast paced environment with competing priorities.
      • Ability to handle sensitive employee and company information with the highest level of confidentiality.
      • Proficient with Microsoft Office and highly proficient in using MS Excel for data analysis, transformation and presentation.
      • Bachelor’s Degree in Human Resources preferred
      • High School degree or equivalent in related field 
      • Must demonstrate appropriate levels of discretion and confidentiality. 

       

      Working Conditions:


      Standard office environment including work at a computer terminal. Work involves extended periods of sitting, occasional walking and lifting up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

       

      Work Authorization:


      Must be able to verify identity and employment eligibility to work in the United States of America.

       

      APPLY NOW

      MISSION:  To enable specific loan officer(s) to focus on highest and best use revenue generating tasks by taking on responsibility for business development, marketing, and marketing support

      Full time person located in Walnut Creek, California
       

      Database and CRM Management:

      Refine data for customers and referral partners

      • Make sure contact records are complete
      • Remove duplicates
      • Regularly manage database and to track referral partner activity, categorize and prioritize
      • Excel skills


      Business Development:

      • Develop new relationships & cultivate current ones.    
      • Schedule meetings with warm and cold leads (brokers, attorneys, CPAs) and current/past referral partners (reengage and cultivate)
      • Inside sales skills (dialer): call targeted referral partners and set up appointments.  Track calls made, appointments set and outcome of appointments.
      • Supplemental prospecting: closed transactions and social media etc.

       

      Client and Referral Partner Follow Up

      • Create and implement a plan for transaction follow up.
        • Client:  Post-Closing follow up to address questions and provide guidance.
        • Realtors:  Thank them for the business and solicit further business or meeting.
        • Other Referral Partners:  Thank them for the business.
        • Post-Closing campaigns.
           

      Social Media and Online Brand Awareness

      • Manage individual and team social media presence (Facebook, Linked In, Twitter etc.)
      • Create and monitor posts on social media pages
      • Generate new reviews to agents and clients via phone, email & text
      • Generate likes and friend requests on Facebook & LinkedIn
      • Manage online reviews (Yelp, Zillow etc.)
         

      Referral Partner Co-Marketing:

      • Help create comarketing pieces, open house fliers and single property websites
      • Track referral partner’s activity:  New listings, open houses, etc.


      Events:

      • Strategic planning and management of a regular schedule of events.
      • Starting with invite and ending with post event followup in CRM.  Lunch & Learns, presentations, classes, happy hours etc.
      • Analyze attendees
      • Personalized thank you’s for attendance
         

      RESPONSIBILITIES AND EXPECTATIONS OF POSITION:

      • Manage CRM and database for 2 high producing loan officers
      • Ability to do market research and exhibit critical thinking skills
      • Cold call
      • Engage new customers in a professional way with a high level of service

       

      JOB REQUIREMENTS:

      Traits:

      • Exceptional work ethic
      • Strong oral and written communication skills
      • Strong telephone skills
      • Superb listening skills  
      • Foundational sales skills
      • Quality team player  

       

      KNOWLEDGE AND SKILLS:

      Demonstrated proficiency in:

      • Microsoft Outlook
      • Microsoft Word
      • Microsoft Excel 
      • Salesforce or equivalent CRM

       

      EDUCATION: Bachelor’s degree or equivalent preferred

       

      APPLY NOW

      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
      APPLY NOW

      Marketing Manager

      Walnut Creek, CA

      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

       

      APPLY NOW
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