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Careers

We’re growing and looking for highly motivated and talented individuals that have experience in mortgage banking and/or financial services and whom fit well into our culture. Be part of something great and join us!

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    • JOB SUMMARY

      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.

      Responsibilities

      • 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 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 complete 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

      Qualifications

      • 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

      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

       

      JOB SUMMARY
       

      The Manager of Payroll oversees and directs all aspects of the payroll function ensuring timely, accurate and effective processing of payroll disbursements for all employees in compliance with federal, state and local tax regulations and requirements, as well as, internal policies and procedures. 

       

      Responsibilities

      • Effectively manage a payroll for almost 400 exempt and non-exempt employees.
      • Responsibilities include payroll processing, accounting, reporting, and compliance.
      • Provides data to others for salary, payroll taxes, headcount, and incentive compensation budgeting and forecasting.
      • Identifies and implements efficient payroll processes and develops new audits to streamline a complex payroll.
      • Leads all payroll projects and continuously looks for ways to automate and improve payroll processes.
      • Works with a sense of urgency to ensure payroll completeness and accuracy.
      • Participates in cross functional projects which involve payroll processing and procedures.
      • Ability to understand the interaction between the payroll and accounting functions.
      • Ensure the accuracy of all statements issued to employees and taxing authorities and for general ledger transactions.
      • Supports the compensation & commissions teams to ensure seamless processing of bonuses and commission payments.
      • Ensure proper controls are in place, policies and procedures are documented, and payroll functions are efficiently performed.
      • Escalation point for all payroll discrepancies from managers and employees.
      • Must excel at delivering an exceptional client service experience.

       

      QUALIFICATIONS

       

      Education/Work Experience

      • 4-year college degree required
      • 7-10 years payroll managing experience for a multi-state payroll department
      • Experience identifying, implementing, and executing improvements to existing payroll processes; development of audits and controls.
      • Experience using Stratex and CompenSafe software preferred, though not required
      • Familiar with state and federal tax and wage laws
      • Strong computer skills, specifically in Excel; proficient in data entry and time management
      • Excellent interpersonal skills and demonstrated team leadership ability
      • Project Management experience

       

      Core Skills/Knowledge

      • Excellent verbal and written communication skills
      • Organized and able to prioritize
      • Strong attention to detail and accuracy
      • Knowledge of Microsoft office products
      • Able to maintain confidential posture and exercise sound judgment
      • Ability to work successfully within a team environment, yet also able to work independently with limited supervision
      • Excellent problem-solving skills

       

      JOB SUMMARY
      The Human Resources Generalist is part of the Administration and Human Resources division of Commerce Home Mortgage.  The HR Generalist supports day to day Human Resources activities with a hands-on approach in the areas of HRIS record creation and maintenance, HR reporting (internal and regulatory), document processing and management, employee leave and PTO processing.  The HR Generalist 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

      • Sets up and maintains records in the company’s HRIS system (i.e. new employee record, status changes, etc.)
      • Administers electronic time keeping system (set-up new employees, schedules, pay codes, etc.) and provides training to new and existing employees and managers.
      • Maintains relationship with payroll for relevant personnel/payroll change notifications.
      • Partner with senior management in the creation of job employment offers. 
      • May assist with employee benefit questions, rolling out of new benefit programs, feedback surveys, etc. 
      • May assist VP of HR & Administration with support for employee relation matters (i.e. research, data collection, etc.)
      • 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 administrator level and 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.
      • 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.

      JOB SUMMARY
       

      The General Counsel will handle day-to-day legal matters, draft and review contracts, advise on investor agreements, and litigation matters.

      RESPONSIBILITIES

      • Advise Board of Directors and Senior Management on various legal matters, existing and new laws
      • Review and create draft agreements, contracts, nondisclosure agreements, employment and vendor agreements
      • Maintain knowledge of operations and legal documents
      • Conduct legal research, provide strategy and manage litigation strategy
      • Handle statutory filings, such as licensing forms
      • Participate on regulatory, state, and agency examinations
      • Respond to regulatory, state, and agency examination reports
      • Be detail oriented and multitasker
      • Other duties as assigned


      QUALIFICATIONS

       

      Eligibility Requirements

      • JD degree 
      • 10 years experience
      • 5-10 years Mortgage Industry experience
      • Experience drafting and negotiating leases and contracts
      • Experience in entity formation and preserving business records
      • Excellent written and oral communication skills
      • Knowledge of statutes, rules, and regulations pertaining to mortgages and real estate
      • Proficient understanding of business sensitivities and confidentiality

      Working Conditions:
                  

      • Works in a typical office environment.

      Position Overview:

      • Ensures compliance with applicable federal, state and local consumer protection, fair lending laws, and other banking regulations.
      • Conducts appropriate research, performs analysis, and provides recommendations to management
      .

      Essential Functions and Basic Duties:

      Provides support and guidance to lines of business and senior management to ensure compliance with all applicable regulations. 

        • Researches, reviews, and interprets policies, procedures, forms, disclosure notifications and documents and communicates requirements to applicable departments and managers.
        • Acts as a resource to all unts and assists them in interpreting compliance regulations
        • Provides guidance, advice and training via written or oral communication.
        • Develops, recommends, and obtains approval for, appropriate policies and procedures.
        • Performs tasks related to conducting compliance reviews and audits, in accordance with established schedule.  Ensures all departments are in compliance and monitors areas requiring improvement.
        • Ensures appropriate posters are posted in appropriate locations.

      Acts as liaison with state examiners, agency auditors, and any other auditors.

        • Project plans any regulatory or external audit by coordinating the collection of requested documents prior, during and after any review.
        • Develops and produces query reports from bank customer database for compliance review; prepares reports for examiners as required.
        • Reviews corrective action(s) of deficiencies noted in Reports of Examination and Internal Audit reports and coordinates activities to ensure the required corrective action is taken.

      Coordinates training needs with the training department.

        • May track participation.
        • May follow up to ensure that training meets needs and that appropriate personnel is adequately trained in compliance issues. 

      Primary contact for third party quality control vendor for both prefunding and post-closing quality control. 

        • Ensures lines of business address findings timely and confirms remediation.
        • Develops and formally reports (QC) results to management. 
        • Ensures QC Plan is fully implemented and updated at least annually. 

      Oversees the customer complaint process. 

        • Manages the customer complaint log. 
        • Investigates all customer complaints and ensures prior action, escalation and reporting is completed. 

      Performs suspicious activity investigations. 

        • Responsible for replying to, investigating, and escalating any reported suspicious activity.
        • Manages the suspicious activity log.  

      Performs other duties as assigned.
       

      Supervisory/Management Responsibilities:

        • Performance planning, coaching, development and evaluation.
        • Recommends hire and fire decisions, and salary actions.

      Education:  

        • Graduation from accredited 4-year college or university with a degree in business, management or a related field, or equivalent experience.

      Required Knowledge:

        • Thorough knowledge of federal, state, and local banking regulations.
        • Thorough knowledge of quality control function for mortgages. 
        • Working knowledge of Bank Secrecy Act requirements.  

      Experience Required:

        • 5 to 8 years related compliance/mortgage experience in a financial services industry company of similar size and complexity.

      Skills/Abilities:

        • Strong computer skills with ability to effectively use related business applications.
        • Solid analytical and investigative skills.  
        • Strong oral and written communication and interpersonal skills. 

      Mental Requirements:  

        • Ability to gather, interpret and analyze data, draw conclusions and solve   practical problems.  
        • Deals with a variety of concepts and moderately complex variables.

      Physical Requirements:

        • Uses fingers and hands to make small movements, e.g. typing, using office equipment.  
        • Normal talking, seeing and hearing.  
        • Sedentary work; sits most of the time.

      Working Conditions:

        • Works in a typical office environment.
        • Manages the Quality Control (QC) function.

      Position Purpose:

      The Accountant is responsible for understanding, reviewing and approving the daily loan-level activity related to all loan sale transactions.  The position is required to pro-actively communicate with all persons and coordinate between all parties as needed to execute the function and to resolve any related discrepancies or issues.  Attention to detail is critical.  The Jr. Staff Accountant will be accountable for daily reporting of loan and cash activity and will need to work closely and compatible with the VP Controller as well as other members of management, operations, and the finance team. 

      Essential Functions and Basic Duties:

      Performs a variety of accounting functions, including, but not limited to the following:

        • Balances and processes monthly fixed asset reports.
        • Reconciles G/L accounts.
        • Processes payments for property taxes.
        • Posts depreciation amounts and schedules.
        • Balances and processes pre-paid expenditures.
        • Balances and processes loan loss reserve report.
        • Performs daily cash management activities.
        • Researches data for, and compiles, regulatory reports, as directed.
        • Assists management and other team members in preparation of audit and exam schedules.
        • Performs other duties as assigned.

      Qualifications

      Education

      • Four year agree from a reputable college

      Required Knowledge

      • Intermediate mathematical knowledge.
      • Basic knowledge of accounting and bookkeeping principles and procedures. 
      • Knowledge of personal computers and applicable software.

      Experience Required

      • 2-4 years related administrative, accounting or bookkeeping experience.    

      Skills/Abilities

      • Intermediate mathematical skills.
      • Attention to detail. 
      • Ability to operate a PC, including manipulation of word processing and spreadsheet programs.

      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

      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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