Associate Loan Officer

Archwest Capital; Irvine (CA); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Hybrid office environment

Job summary

Archwest Capital is seeking an Associate Loan Officer (ALO) in California to source and qualify real estate investor leads, book meetings for Loan Officers, and maintain a full pipeline. This entry-level role emphasizes high call activity, rapid response, and ongoing onboarding to build foundational credit and product knowledge.

Ideal candidates have 0–1 years in sales or customer-facing roles, a bachelor’s degree or equivalent, and a strong drive to learn private lending and real estate

Qualifications

• 0–1 years in sales or customer-facing roles.
• Experience with high-volume outreach preferred.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Outbound sourcing: execute high-volume outreach to generate opportunities.
• Inbound qualification & routing: qualify inbound leads and route strongest opportunities.
• Booking meetings: set qualified meetings and keep calendars full.
• Pipeline hygiene: log outreach, update lead status, and track next steps.
• Speed-to-lead: respond quickly to new inbound demand and meet SLAs.
• Learn the craft: build credit/product knowledge and progress toward a Loan Officer role.
• Strong communication and phone presence to engage investors at first contact.
• High energy and activity tolerance for volume-based outreach.
• Coachability and curiosity about private lending and real estate investing.
• Talks to people well; persistent, personable, and data-driven.
• Operate in CRM-driven, multi-channel outreach with AI assistance.
• Organized with strong data hygiene and results focus.
• Hybrid office environment readiness.

Skills

Phone outreach

Lead qualification

Sales prospecting

CRM familiarity

Education

Bachelor’s degree or equivalent

Tools

Salesforce

AI prospecting tools

Job description

The Associate Loan Officer (ALO) is a sourcing agent for Archwest’s top-producing Loan Officers — think sales analyst / sales development representative for private lending. The mission is simple: get real estate investors on the phone. The ALO sources and qualifies investor leads through high-volume outbound and inbound follow-up, books qualified meetings for paired Loan Officers, and keeps the pipeline full so top LOs can spend their time closing. This is a high-activity, high-energy role for someone who is hungry to learn, exceptional on the phone, and eager to build a career in real estate finance. It is the first step on a path toward owning a book of business as a Loan Officer. This position reports to sales leadership and works in close partnership with assigned Loan Officers.

Essential Functions

• Outbound Sourcing: Execute high-volume outbound prospecting — phone, email, and LinkedIn — against targeted lists of real estate investors and borrowers to generate qualified opportunities for paired Loan Officers.
• Inbound Qualification & Routing: Qualify inbound leads from website submissions, marketing campaigns, and referrals within SLA; determine borrower profile (experience level, deal type, geography, product need) and route the strongest opportunities to the appropriate Loan Officer.
• Booking Meetings: Set qualified meetings and keep top Loan Officers’ calendars full of real, well-qualified opportunities — owning the top of the funnel so LOs can focus on closing.
• Pipeline Hygiene: Maintain rigorous lead and activity hygiene in Salesforce — logging all outreach, updating lead status, and tagging routing rationale with clear next steps and dates.
• Speed-to-Lead: Respond to new inbound demand quickly, meeting speed-to-lead standards and ensuring no qualified borrower goes uncontacted.
• Learning the Craft: Build foundational credit and product knowledge through structured onboarding and ongoing exposure to Loan Officer deal flow — progressing toward a Loan Officer seat based on activity, results, and demonstrated aptitude.
• Strong communication and phone presence — able to build rapport and engage real estate investors at first contact.
• High energy and high activity tolerance — comfortable with volume-based daily outreach targets (calls, emails, touches).
• Hungry to learn, coachable, and genuinely curious about private lending, real estate investing, and credit products.
• Naturally good at talking to people; persistent, personable, and resilient.
• Comfort with high-volume, technology-driven outreach — including CRM-based lead management (Salesforce), AI-assisted prospecting and qualification tools, and automated multi-channel sequencing.
• Organized and detail-oriented, with strong data-hygiene discipline.
• Results-oriented with a drive to hit and exceed activity and qualified-meeting targets.
• Comfort operating in a hybrid office environment.

Education and Experience

• 0–1 years in sales, financial services, or customer-facing roles; high-volume outreach or SDR experience preferred.
• Exposure to real estate or mortgage industry preferred but not required.
• Bachelor’s degree or equivalent work experience.

Salary range for this positions is $50,000 - $65,000 + sourcing incentives

Accessibility

At Archwest, we will provide reasonable accommodations to enable individuals with disabilities to perform essential functions. Please let us know by contacting us at [e-mail].