Loan Officer

Job Description

Job Description

Job Title : Loan Officer

Location : Westwood, CA / Orange County, CA

Company Overview :

Premier direct lender specializing in senior debt financing for residential and multifamily real estate investors. Offers bridge loans, value-add loans, new construction loans, and permanent portfolio loans. FinTech-focused with advanced technology systems for an efficient client experience.

Role Summary :

We are seeking results-driven sales professionals to join our team as Loan Originators. This role is ideal for individuals with a strong background in exceeding sales targets, building strategic relationships, and driving revenue growth within the investment real estate sector.

The ideal candidate will have a proven track record of funding $3 million or more in monthly origination volume in areas such as fix-and-flip, ground-up construction, single-family rental, and short-term bridge financing. This is a high-impact sales role for ambitious professionals who thrive in a fast-paced, performance-oriented environment.

Essential Duties and Responsibilities

As a Loan Originator, you will leverage your sales acumen to identify opportunities, develop client relationships, and drive new business. Key responsibilities include :

Sales and Revenue Generation

Actively pursue and secure new business by cultivating relationships with property investors, brokers, and real estate agents.

Consistently achieve or exceed monthly sales goals by identifying and capitalizing on lending opportunities.

Negotiate and present compelling loan terms, creating customized solutions to meet client needs and drive deal closures.

Sales Strategy and Relationship Management

Build and maintain a network of real estate investors and referral partners, including brokers and realtors, to create a steady flow of high-quality leads.

Utilize data-driven insights and market trends to strategically target opportunities and maximize sales potential.

Develop strong, long-term relationships with clients, ensuring repeat business and referrals.

Pipeline and Performance Management

Maintain a dynamic pipeline of potential deals, ensuring timely follow-ups and efficient progression from lead generation to loan closing.

Consistently update the CRM system to reflect the status of prospects, applications, and active clients.

Monitor sales performance metrics and adjust strategies to optimize outcomes.

Collaboration and Operational Alignment

Partner with internal teams such as Processing, Underwriting, and Valuations to ensure smooth and timely loan processing.

Act as a liaison between clients and operations to overcome challenges and meet client expectations effectively.

Industry Networking and Brand Building

Represent the organization at trade shows, industry conferences, and other events to establish the company as a trusted brand in real estate financing.

Leverage strategic pre-planning and post-event outreach to convert leads into closed deals.

Qualifications

Sales Expertise : Proven ability to consistently achieve $3 million or more in monthly origination volume within fix-and-flip, ground-up construction, single-family rental, or short-term bridge financing.

Customer-Focused Selling : Track record of delivering customized solutions and superior client experiences.

Communication and Negotiation Skills : Strong interpersonal, negotiation, and presentation abilities.

Analytical Skills : Proficient in analyzing financial information, structuring deals, and tailoring loan terms to client needs.

Technical Proficiency : Skilled in Microsoft Word, Excel, Outlook, and PowerPoint, with familiarity in CRM systems.

Entrepreneurial Spirit : Self-motivated, ambitious, and driven by achieving and surpassing sales targets.

Industry Experience : Previous or current experience with a direct competitor in real estate lending is strongly preferred.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services

W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.