Financial Services Representative

17 hours ago


San Diego, California, United States United Financial Full time

Job Description: Financial Services Representative

United Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.

Responsibilities:

  • Present and communicate company loan products and services to clients
  • Assist clients in completing loan applications and all necessary paperwork
  • Conduct thorough reviews of client financial information to ensure loan eligibility

Requirements:

  • California DRE Real Estate Salesperson License MLO Endorsement required
  • Knowledge of Conventional, FHA, VA and Non-QM loan products

Benefits:

  • Industry leading compensation structure
  • Access to 30+ lenders (wholesale lender channel)

Salary: $80,000 - $120,000 per year, depending on experience



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