About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Summary

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Responsibilities

This role with Confidential Client in the Accounting & Finance industry focuses on originating mortgage loans and building community relationships to drive mortgage sales. Core responsibilities include:

• Consult with customers about financial situation, goals, and lending needs to support homeownership.
• Collect and analyze income, assets, debts, cash flow and credit history to assess lending eligibility.
• Make and explain lending recommendations and pricing alternatives that align with customers’ objectives.
• Advise customers on risks, benefits, and consequences of lending options.
• Promote Confidential Client’s lending and financial solutions to customers, real estate agents, builders, and referral partners.
• Conduct customer meetings outside the office when required by market and client needs.
• Partner with internal teams (Operations, Processors, Underwriters, Wealth, Small Business, Cards) to ensure smooth loan processing and timely closings.
• Build and maintain referral relationships with realtors, CPAs, builders, and affordable housing nonprofits.
• Attend 2–3 Diverse Realtor or affordable housing nonprofit events per month to grow community presence.
• Adhere to compliance, risk management, and firm policies; escalate and report control issues transparently.

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Qualifications

• 2–5 years relevant experience; residential mortgage background required.
• 3+ years previous mortgage sales experience preferred.
• Established relationships with diverse realtor organizations and affordable lending nonprofits in your territory.
• Experience with community loan products, including LMI mortgage solutions, lender-paid assistance, and third-party assistance programs.
• Proven book of business and track record of origination.
• FHA/VA and conventional loan experience preferred.
• Strong ability to explain financial calculations, pricing and required documentation to clients.
• Knowledge of consumer lending laws and regulations (fair lending, privacy, RESPA).
• Demonstrated customer service skills and ability to work independently.
• Strong relationship development and management skills.
• Target origination expectation: originate a minimum of 3 loans/month, with at least 50% CRA-eligible or in minority tracts.

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Licensing & Regulatory Requirements

• This position requires registration as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System & Registry (NMLS) and obtaining a unique identifier prior to engaging in MLO activities.
• Fingerprinting may be required if suitable fingerprints are not on file with NMLS within the last 3 years.
• You must maintain and renew NMLS registration annually and comply with applicable SAFE Act and other regulatory requirements.

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Education

• Bachelor’s degree or equivalent experience.

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Compensation & Benefits

• Primary Location Full Time Salary Range: $90,000 - $90,000 per year.
• In addition to base salary, Confidential Client may offer discretionary or formulaic incentives, retention awards, and competitive benefits (medical, dental, vision, 401(k), life and disability insurance, paid time off, etc.). Offerings vary by jurisdiction and job level.

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Location & Employment Type

• Primary work location: Campbell, CA, United States
• Employment type: Full time

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How We Recruit (Candidate Experience)

Careertakes acts as a third-party recruiting partner for Confidential Client. Candidates can expect an applicant review process that may include automated screening tools (resume parsing, alignment scoring). Final hiring decisions are made by people. If selected, onboarding and employment will be with Confidential Client.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.