Tech-Driven Mortgage Loan Officer

Beeline Loans, Inc.

Anaheim (CA)

On-site

USD 85,000 - 140,000

Full time

14 days+
Application generator

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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

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.

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