Tax Return Analyst
Mount Diablo Lending
Walnut Creek, CA US
Posted ago
Mount Diablo Lending

Our mortgage company, Mount Diablo Lending hires individuals with previous tax preparation experience for operational roles. We are seeking individuals looking for a stable, while the busy environment that does not fluctuate like the tax season. We will train candidates on all skills required to perform job duties. Your existing skills as a tax preparer will cross over very well. As you learn the business there is a great opportunity for upward mobility. The mortgage industry, due to historically low rates is currently on fire. Please apply we look forward to meeting you.


  • Review tax returns (all schedules for completeness)
  • Determine income based off of tax returns and paystubs
  • Create disclosures
  • Pull clients credit
  • Import file into various systems for analysis
  • Calculate lender rates and pricing

  • Solid written and verbal communication skills

  • Bachelors Degree or Certification (not required)
  • Experience to supplement above bullet point
  • Strong Communication Skills
  • Ability to analyze numbers
  • Willingness to learn different systems
  • Willingness to call/interact with clients

$16 - $17 hourly
About Mount Diablo Lending

Mount Diablo Lending was founded with a mission of bringing very low rates to the market. Our entire business model is predicated on delivering our clients a competitive interest rate. We’ve engineered a business model that alleviates unnecessary layers which allows us to be more efficient and competitive. For years, we’ve strived to bring our clients competitive rates.

Ramon Von Walker, our CEO has been ranked as a top 10 loan officer in the United States of America by Scotsman Guide. He achieved this level of success 6 years after entering the industry. He is extremely passionate about sharing all of the secrets, tools, and strategies that propelled him to success.

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