Mortgage Loan Officer
PWM Contra Costa
Walnut Creek, CA US
Posted ago
PWM Contra Costa

We are looking for a highly motivated, go-getter to be a Loan Officer

Are you new(er) to the Mortgage Industry? Not sure where/how exactly to start? Want guidance and mentorship in making 2020 and 2021 your best sales years EVER? Do you want to make a HUGE difference in the lives of others? Do you want to have a fulfilling career where what you do every day actually matters? Do you want to earn a great living and work with incredibly talented people? Well, so do we!

We are looking for a motivated loan originator apprentice who is passionate about delivering an incredibly wonderful customer experience to people while learning how to help them become homeowners.

This is your opportunity to join a dynamic and hyper-successful team where you can grow yourself, and help your customers achieve their ultimate goal of homeownership.

Our leads system, smart technology, mentoring, and training will get you off the ground and running... FAST. 

This can be you. Let’s have a conversation and see if you are a good fit for our team. Full time only and must be dedicated to working as hard as we do.

We would love to have the right person to join the family today!


  • Provide world-class customer service to clients to ensure their satisfaction and trust and increase sales volume
  • Follow your Mentor's guidance to prospect for new leads to promote new business 
  • Have knowledge of the Loan Origination and Closing process
  • Importing online applications from Blink into Calyx Point
  • Fill out an application with a borrower directly into Calyx point over the phone
  • Pull a credit report
  • Generate a fee worksheet
  • Request borrower/Realtor related documents required by lender during pre-approval and while in contract
  • Work with client to satisfy needed conditions
  • Properly separate out label/review borrower income/asset/credit documentation
  • Calculate debt-to-income ratios and loan-to-value ratios
  • Evaluate a loan for placement according to credit scores, Debt To Income ratios, cash to close, and contract requirements
  • Submit a completed file to processing
  • Track milestone progress during escrow process


  • Must have or obtain a valid Mortgage Loan Originators License. We will help you get licensed!
  • Ability to communicate effectively (oral and written)
  • Technology-driven
  • Top-notch time management skills and highly organized
  • Self-motivation and drive
  • Strong desire to make a difference in the lives of others

$50,000 - $70,000 per year
About PWM Contra Costa

We are dedicated to serving the real estate needs of the general public as well as professional agents and brokers. We are a positive, helpful partner for mortgage business development.

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