Commercial Real Estate Loan Officer
Orange County's Credit UnionSanta Ana, CA, United States7 days ago
Job type
- Full-time
Job descriptionBuild and sustain relationships with commercial real estate brokers, developers, CPA / accounting firms, and local business organizations. Represent the Credit Union at industry events, networking groups, and community forums. Provide exceptional member experience by delivering consultative guidance and proactive account management. Identify cross‑sell opportunities (deposits, treasury services, insurance, etc.) and coordinate referrals to internal partners. Monitor CRE market dynamics, competitor offerings, and regulatory changes; recommend adjustments to pricing and product strategy. Partner with branch managers and business development associates to maximize referral generation. Collaborate closely with branch managers, business development associates, and underwriting teams to coordinate referral strategies and streamline the end‑to‑end loan process. Lead periodic sales strategy sessions to share market insights, product enhancements, and successful prospecting techniques. Five or more years’ retail experience in commercial lending, including SBA 7(a) and 504 as a Loan Officer. Exceptional sales acumen : proven ability to prospect, negotiate, and close complex commercial loans. Deep knowledge of CRE, C&I, and SBA underwriting principles, loan structuring, and risk management. Strong financial analysis skills, with proficiency in evaluating cash flow, DSCR, and LTV metrics. Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Excellent relationship‑building and presentation skills; comfortable in front of C‑suite executives and institutional clients. Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint). Self‑motivated, goal‑oriented, and capable of operating independently in a fast‑paced environment. Base Pay - $35.00 - $43.00 Per hour (Based on experience) Financial Security & Retirement Planning – Life insurance at no cost to you, a 401(k) plan with up to 8% employer contribution, and discretionary annual bonus. Comprehensive Benefits (Effective Day One) – Health coverage through Anthem, Delta Dental, VSP, and Unum products. Work / Life Balance : 13 vacation days per year and roll over year to year, plus 7 sick days per year, and paid holidays. Annual performance merit increases. Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. Associate Full-time Business Development, Sales, and Consulting Banking, Real Estate, and Financial Services
Join to apply for the Commercial Real Estate Loan Officer role at Orange County's Credit Union .
Hybrid remote & in office work environment.
At Orange County’s Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members , we’ve built a reputation for excellence—and we’re just getting started.
Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work.
A highly driven, sales‑oriented lender responsible for originating, structuring, and closing Commercial Real Estate (CRE) and owner‑user C&I loans, including SBA 7(a) and 504 transactions. The ideal candidate will bring a proven book of business or established referral network, excel at prospecting new relationships, and consistently exceed aggressive production targets. This role requires strategic market engagement, strong negotiation skills, and collaboration with internal partners to deliver tailored financing solutions. The ideal candidate will also demonstrate strong sales capabilities, including cold calling, prospecting site visits, and in-person meetings to build and nurture relationships and drive loan commitments.
Originations & Sales
- Actively prospect, nurture, and close new CRE and C&I lending opportunities within the Credit Union target market areas.
- Leverage existing network and book of business to drive new loan volume.
- Meet or exceed monthly / quarterly production and revenue targets (e.g., $15M in funded loans per quarter).
- Maintain a robust sales pipeline in CRM; document all contacts, referral, and deal progress.
- Provide regular updates to leadership on pipeline status, forecast, and sales strategies.
- Analyze borrower financials, property valuations, and market trends to structure competitive loan proposals.
- Collaborate with underwriting and credit teams to ensure timely credit approval and accurate loan documentation.
Relationship Development
Client Service & Retention
What We're Looking For
What We Offer
EOE. We perform thorough background checks and credit checks.
Seniority level
Employment type
Job function
Industries
#J-18808-Ljbffr
Create a job alert for this search
Real Estate Officer • Santa Ana, CA, United States
Related jobs
Join SkyOne Federal Credit Union as a.Hawthorne, where your career will take flight in a vibrant, onsite environment.You'll have the opportunity to directly impact our members' lives, providing tai...Show moreLast updated: 30+ days ago
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
American Heritage Lending located in Irvine, CA is experiencing tremendous growth.We were recently acquired by a publicly-traded Hedge Fund allowing access to portfolio loan programs.Why American H...Show moreLast updated: 30+ days ago
The Best Loan Officer Compensation in the Industry "Take your hand out of my pocket” is the ideology that lenders for decades have continuously gauged commission from their Loan Officers on e...Show moreLast updated: 30+ days ago
Here at Marshall Reddick, we are a fast‑based, rapidly changing and growing, full‑service residential real estate firm.We have 3 distinct lines of business allowing us to provide multiple professio...Show moreLast updated: 7 days ago
ESSENTIAL DUTIES AND RESPONSIBILITIES : .Negotiates lease agreements or sales contracts.Other duties as assigned, including special projects as requested by management.
Strong interpersonal skills and...Show moreLast updated: 30+ days ago
Mortgage Loan Officer Job Duties : Accomplishes mortgage loan human resource objectives by selecting, orienting,...Show moreLast updated: 30+ days ago
F680; Loan Officer Opportunity – Join Loanplex Mortgage (Bellflower, CA).Loanplex Mortgage is growing, and we’re looking for a.
FE0F; Comfortable working with.FE0F; Strong communication ...Show moreLast updated: 1 day ago
Shin Yen Retail Property Management is a premier commercial real estate company with a diverse and expanding portfolio of retail properties.
Our success is built on disciplined property management, ...Show moreLast updated: 30+ days ago American Heritage Lending located in Irvine, CA is experiencing tremendous growth.We were recently acquired by a publicly-traded Hedge Fund allowing access to portfolio loan programs.Why American H...Show moreLast updated: 30+ days ago 
Mortgage Loan Officer (SoCal Inland Empire Market).More than 135 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goa...Show moreLast updated: 30+ days ago Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago 
PRMG is Built by Originators for Originators.There is a reason why PRMG is consistently voted one of the best places to work.
We focus on the areas that make an Originator successful and have an unm...Show moreLast updated: 30+ days ago
Mission Loans is looking for E xperienced Mortgage Loan Originators to join our Irvine, California team!.As a Mortgage Loan Officer , you’ll play a key role in helping clients nav...Show moreLast updated: 30+ days ago
A financial services institution in California is seeking a Credit Solutions Advisor II to provide Client Lending advice and manage loan pipelines.
The ideal candidate will have over 3 years of expe...Show moreLast updated: 2 days ago Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago 
Join the winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years!.Mutual of Omaha Mortgage is a full service lending division offering a comp...Show moreLast updated: 30+ days ago The BEST company for Consumer Direct Loan Officers Client Direct Mortgage is a technology-focused national lender, licensed in 34 states, built by a top originating Loan Officer for Loan Offi...Show moreLast updated: 30+ days ago
Loan Officer
SkyOne Federal Credit UnionHawthorne, CA, USAFull-time
Quick Apply
- Promoted
Loan Portfolio Officer
Cathay Bank - HeadquartersEl Monte, CA, United StatesFull-time
Sr. Mortgage Loan Officer
American Heritage LendingIrvine, California, United StatesFull-time
Quick Apply
Mortgage Loan Officer
Client Direct MortgageLos Angeles, CA, USFull-time
Quick Apply
- Promoted
Loan Officer, Private Lending
RivalNewport Beach, CA, United StatesFull-time
Commercial Real Estate Agent
MGR Real EstateOntario, California, United StatesFull-time
Quick Apply
- Promoted
Mortgage Loan Officer
TradeJobsWorkForce92623 Irvine, CA, USFull-time
- Promoted
Mortgage Loan Officer
Loanplex Mortgage Inc.Bellflower, CA, USFull-time
- Promoted
Finance Loan Officer
Shin Yen Retail Property ManagementChino, CA, USFull-time
Mortgage Loan Officer
American Heritage LendingIrvine, California, United StatesFull-time
Quick Apply
Mortgage Loan Officer (SoCal Inland Empire Market)
Banner BankLos Angeles, California, United States, 90001Full-time
- Promoted
AVP, Loan Portfolio Officer
Cathay Bank - HeadquartersEl Monte, CA, United StatesFull-time
- Promoted
Loan Officer
PRMGCorona, CA, USFull-time
Mortgage Loan Originator
Mission LoansIrvine, CA, USFull-time
Quick Apply
- Promoted
Mortgage Lending Advisor—Build Real Estate Partnerships
Bank of AmericaNewport Beach, CA, United StatesFull-time
- Promoted
Regional Mortgage Loan Officer
Cathay Bank - HeadquartersIrvine, CA, United StatesFull-time
Experienced Loan Officer - Consumer Direct
Mutual of Omaha MortgageIrvine, CA, USFull-time
Quick Apply
Consumer Direct Mortgage Loan Officer
Client Direct MortgageLos Angeles, CA, USFull-time
Quick Apply