Mortgage Loan Officer

Beeline Loans, Inc.; Anaheim (CA); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision insurance

Life & disability insurance

10 days of personal/sick time per year

3 weeks of vacation time per year, 401

Job summary

Beeline Loans, Inc. is seeking a motivated Loan Officer to originate residential mortgages (QM and non-QM) and manage a robust pipeline using our CRM and dialer. You will educate borrowers on options and guide them through our streamlined digital process, collaborating with processors and underwriters to move files to funding.

The role emphasizes regulatory compliance, high-quality client interactions, and building long-term relationships in a fast-paced fintech environment.

Qualifications

• Minimum 3 years of experience as a licensed loan officer
• You’re comfortable with technology and working in a dialer
• High emotional intelligence and empathy
• Great communication in all channels — phone, email, SMS
• Ability to multitask and be comfortable working at a fast pace
• Be well organized and clear thinking
• You are a problem solver
• Prior hospitality experience is a plus
• Expertise in investment properties is a plus

Responsibilities

• Originate residential mortgage loans (QM and non-QM) while ensuring compliance with all regulatory requirements.
• Build and manage a strong pipeline of borrowers using our advanced CRM and dialer system.
• Educate borrowers on loan options, guiding them through Beeline’s streamlined digital process.
• Partner with processors, underwriters, and closers to ensure smooth loan progression from application through funding.
• Maintain expert knowledge of Beeline’s product suite, pricing, and industry trends.
• Deliver exceptional service that builds long-term client relationships and drives referrals.

Skills

Tech-savvy

Dialer experience

Emotional intelligence

Strong communication

Multitasking

Organized

Problem solving

Hospitality experience

Tools

CRM system

Integrated dialer

Proprietary AI

Job description

Role Overview

We’re seeking a motivated and customer-focused Loan Officer to join our dynamic team. At Beeline, you’ll leverage cutting-edge tools—including CRM and an integrated dialer—to connect with prospective borrowers, manage your pipeline efficiently, and deliver an exceptional client experience. This role is perfect for a sales-driven professional who thrives in a high-tech, high-growth environment.

Key Responsibilities

• Originate residential mortgage loans (QM and non-QM) while ensuring compliance with all regulatory requirements.
• Build and manage a strong pipeline of borrowers using our advanced CRM and dialer system.
• Educate borrowers on loan options, guiding them through Beeline’s streamlined digital process.
• Partner with processors, underwriters, and closers to ensure smooth loan progression from application through funding.
• Maintain expert knowledge of Beeline’s product suite, pricing, and industry trends.
• Deliver exceptional service that builds long-term client relationships and drives referrals.

• Work Schedule: Monday-Friday (1 weekend per month)

Requirements

• Minimum 3 years of experience as a licensed loan officer (preferably direct-to-consumer)
• You’re comfortable with technology and working in a dialer
• High emotional intelligence and empathy
• Great communication in all channels — phone, email, SMS
• Ability to multitask and be comfortable working at a fast pace
• Be well organized and clear thinking
• You are a problem solver
• Prior hospitality experience is a plus
• Expertise in investment properties is a plus

Why Beeline?

• Lead Quality - Our first-party lead sourcing means you talk to more engaged leads which have already engaged with our point of sale.
• Technology Forward – Our CRM, dialer, proprietary AI, point of sale, and tracker allow you to spend less time on outreach, pricing, quoting, chasing paperwork and more time serving clients.
• Diverse Loan Products – From conventional QM loans to innovative non-QM offerings, you’ll have solutions to serve a wide range of borrowers.
• Supportive Team Culture – We value bold ideas, transparency, and collaboration. No egos, no silos—just great people solving big problems together.
• Growth Opportunities – As a fast-growing fintech lender, we want to build a great company with great people.

Benefits

• Base salary plus commission
• Health Insurance
• Dental Insurance
• Vision insurance
• Life & disability insurance
• 10 days of personal/sick time per year - available upon starting
• 3 weeks of vacation time per year, accrued per pay period
  
• 401(k)

About Beeline

At Beeline, we’re re-inventing the mortgage process to make it simpler, faster, and more certain. As a publicly traded, technology-forward lender, we combine world‑class tech with a human touch to help customers achieve their goals—whether that’s buying a home, funding a renovation, or building wealth through investment properties. We offer both Qualified Mortgage (QM) and Non-QM loan solutions, providing flexibility to meet diverse borrower needs.

Beeline is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.