Pacific Union Financial
  • CA 94596, United States

Company: Pacific Union Financial, a nationwide mortgage bank, is headquartered in Walnut Creek.

Position description: Located in Walnut Creek office. A loan officer navigates customers through the complex lending environment. Pacific Union's salesforce is customer centric, and despite the negative stigma of mortgage banking, the work can be immensely rewarding (I personally have saved hundreds of thank you cards and emails).

First three months:

Learn the industry – understand rates, terminology, loan products, guidelines, customer needs.

Call potential customers who have already expressed interest in being contacted by Pacific Union Financial. A successful loan officer is comfortable on the phone. 

Study and pass the National Mortgage licensing exam and CA licensing exam. Company will pay for test and study material.

Assist and managed marketing opportunities

After licensing obtained:

Generate their own clients through inbound calls, outbound calls, email and in person.

Navigating clients through the loan process

Have strong time management skills under stressful and busy environment

Compensation: Salary $32,000. Average commission figures: 1st year $35,000. 2nd year $55,000. 3rd year $70,000. Many loan officers make over $100K in their second year. Paid on W-2 schedule, full benefits.

If further information is required, feel free to contact.