What are the responsibilities and job description for the Real Estate and Loan Officers position at Ca Five Star Mortgage?
Company Description Ca Five Star Mortgage is a mortgage and real estate services company focused on helping clients achieve homeownership and financial stability. The organization provides guidance across the home buying, selling, and financing process, aiming to deliver clear, timely, and personalized service. Team members collaborate closely to offer comprehensive solutions that address a wide range of client needs. The company values professionalism, integrity, and strong client relationships in a fast-paced, results-driven environment.
Role Description This full-time on-site role, based in Hayward, CA, involves working with clients on both real estate transactions and mortgage financing. Day-to-day activities include meeting with prospective buyers and property owners, explaining real estate and loan options, and guiding clients through the purchase or refinance process. The role requires preparing and reviewing loan applications, coordinating with underwriters and processors, and ensuring that all documentation is accurate and compliant. Real Estate and Loan Officers will conduct property showings, perform market analysis, and maintain regular communication with clients, agents, and lending partners to move transactions to closing. The position involves building and managing a pipeline of leads, following up consistently, and meeting production and service goals while delivering a high level of client care.
Qualifications
Role Description This full-time on-site role, based in Hayward, CA, involves working with clients on both real estate transactions and mortgage financing. Day-to-day activities include meeting with prospective buyers and property owners, explaining real estate and loan options, and guiding clients through the purchase or refinance process. The role requires preparing and reviewing loan applications, coordinating with underwriters and processors, and ensuring that all documentation is accurate and compliant. Real Estate and Loan Officers will conduct property showings, perform market analysis, and maintain regular communication with clients, agents, and lending partners to move transactions to closing. The position involves building and managing a pipeline of leads, following up consistently, and meeting production and service goals while delivering a high level of client care.
Qualifications
- Strong knowledge and practical experience in Real Estate, including property transactions and local market dynamics.
- Demonstrated skills in Mortgage Lending and Loans, with the ability to structure and explain various loan products to clients.
- Understanding of Underwriting and Finance principles, including credit analysis, income calculation, and risk assessment.
- Relevant state licenses for real estate and mortgage origination (or ability to obtain them within a defined timeframe).
- Effective communication and interpersonal skills, with the ability to build trust and maintain client relationships.
- High level of organization, attention to detail, and ability to manage multiple files and deadlines simultaneously.
- Proficiency with standard office and loan origination software; comfort working with digital documents and CRM systems.
- Prior experience in residential real estate, mortgage sales, or financial services is strongly preferred.