Loan Agent I - Call Center

Job Title: Loan Agent I - Call Center

Location: Livermore, CA

Hiring Salary Range: $23.00 – $32.00 per hour

Position Summary

Fremont Bank — one of the Bay Area’s most respected and long-standing financial institutions — is seeking a strategic, hands-on professional to join and help advance our Residential Lending Group Sales team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we’d love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand
  
  

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
• Go above and beyond for clients
• Foster a supportive and empowering environment for associates
• Deeply invest in the well-being of our local community
  
  

Position Overview

The Loan Agent I position is responsible for originating mortgage loan applications resulting from inbound client calls or through outbound telemarketing efforts. The Loan Agent I is responsible for developing referral relationships with their clients as well as deepen client relationships by cross-selling other bank products. They are also going to be able to handle their heavy pipeline while continuing to service their clients in a very fast-paced environment.

Role And Responsibilities

• Process mortgage loan applications resulting from inbound client calls
• Perform outbound telemarketing calls
• Review products and pricing with borrowers
• Attend training, meetings and e-mail correspondence
• Generate sales of mortgage loan products over the phone
• Maintain communication with new applicants
• Develop referral relationships with clients and deepen existing client relationships by cross-selling other bank products
• Client follow-up
  
  

Preferred Skills

• Empower Origination System a plus
• Previous experience with Blend Application Platform a plus
• Previous mortgage origination experience with a financial institution is preferred.
  
  

Minimum Qualifications

• A minimum of three years' experience in a mortgage lending and sales environment
• Knowledge of call center technology required
• Possess a working knowledge of key lending concepts such as debt/income ratios, loan to value percentages, credit scoring, and other underwriting criteria
• Outstanding communication and organizational skills
• Ability to interact with all levels of management, associates, industry peers, and clients
• Proven ability to multi-task in a fast-paced, professional work environment
• Proficiency with Microsoft Office Products (Word, Excel, Outlook)
  
  

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank’s community impact
  
  

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
  
  

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives
  
  

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)
  
  

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $23.00 – $32.00 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.