Client Relations & Loan Originator Support Associate

C2 FinancialSan Diego, CA
Onsite

About The Position

Client Relations & Loan Originator Support Associate About C2 Financial C2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology, and support they need to win. We're investing heavily in AI, automation, and modern security practices, and we're looking for someone early in their career who wants to grow alongside that work. Join a top Mortgage Broker in the Nation and become part of the C2 Financial team as a Client Relations & Loan Originator Support Associate. This role is ideal for someone who enjoys helping people, solving problems, learning systems, and working in a fast-paced, team-oriented environment. Position Summary The Client Relations & Loan Originator Support Associate supports the onboarding, systems setup, and ongoing experience of our nationwide network of Loan Originators. This role works closely with Recruiting, Licensing, Compliance, Operations, and other corporate departments to help ensure smooth communication and support.

Requirements

  • Strong customer service and communication skills
  • Highly organized with strong attention to detail
  • Comfortable learning multiple systems and software platforms
  • Ability to multitask in a fast-paced environment
  • Microsoft Office and Outlook experience required

Nice To Haves

  • Mortgage, HR, onboarding, or administrative experience is a plus
  • Paycom, FileMaker, or CRM/HRIS experience is helpful but not required

Responsibilities

  • Assist with onboarding and support of Loan Originators
  • Track and maintain onboarding and licensing paperwork
  • Provide professional customer service and support via phone and email
  • Support systems administration for platforms such as Arive, Calyx, Slack, and company email accounts
  • Coordinate webinars, trainings, and onboarding resources
  • Maintain accurate digital records and internal documentation
  • Assist with branch updates, account setup, and operational support tasks
  • Serve as a helpful resource for Loan Originators and internal departments

Benefits

  • Paid Time Off and Paid Holidays
  • Bonus Opportunities
  • Medical, Dental, Vision, and Life Insurance
  • Fitness Reimbursement
  • Weekly Company Lunches & Breakfasts
  • Company Sponsored Events
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