Help Desk Technician

C2 Financial•San Diego, CA

2d•Onsite

About The Position

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. The Role As our Help Desk Technician, you'll be the first face our team sees when something breaks, slows down, or needs setting up. You'll handle day-to-day support for internal users across our HQ and remote loan officer network, while also helping us keep a close eye on emerging security threats and putting AI tools to work in your daily workflow.

Requirements

Working proficiency with Microsoft Windows 11 in a business environment
Genuine interest in AI — you've been actively using tools like ChatGPT or Claude and can speak to how they've changed how you work
Awareness of cybersecurity fundamentals — phishing, MFA, password hygiene, patch management — and curiosity about where the threat landscape is heading
Comfort juggling multiple support requests and prioritizing under light pressure
Patient, service-oriented communication style — you can explain things clearly to non-technical users
Strong written communication for ticket documentation
Reliable attendance and a willingness to be on-site

Nice To Haves

Prior exposure to mortgage, lending, fintech, or banking environments
Familiarity with loan origination systems, e-signature platforms, or document management tools
Understanding of how regulated industries handle data privacy and audit trails
Microsoft Active Directory / Entra ID
Microsoft Remote Desktop
macOS support experience
SonicWall firewalls or comparable network appliances
Familiarity with SIEM tools, EDR platforms, or security dashboards
Basic understanding of compliance frameworks (SOC 2, GDPR)
FileMaker Pro and FileMaker Server (we use FileMaker for loan submissions)
HubSpot or other CRM administration
AWS fundamentals: EC2, S3, Glacier, API Gateway
LAMP stack basics: Linux, Apache, MySQL, PHP
Experience writing effective prompts or building simple AI workflows
Familiarity with automation platforms like Power Automate, n8n, Zapier, or Make
Light scripting (Python, PowerShell, or Bash) even AI-assisted

Responsibilities

Serve as the first point of contact for help desk requests via ticketing system, Slack, email, and walk-ups
Set up workstations, accounts, and software for new hires; deactivate access for departures
Troubleshoot Windows Workstations, Microsoft 365, printers, peripherals, and basic network connectivity
Support video conferencing, conference room AV, and remote-access tools
Assist with onboarding loan officers onto C2 systems (CRM, document tools, SSO)
Help maintain hardware inventory and software license tracking
Use AI tools (ChatGPT, Claude, Copilot, and others) daily to triage tickets, draft documentation, write scripts, and accelerate research
Help build and refine prompt libraries and AI workflows the rest of IT can reuse
Surface opportunities where AI can replace repetitive support tasks
Stay current on new AI tools and bring back recommendations for the team
Track daily security news, advisories, and emerging threats relevant to mortgage and financial services (CISA bulletins, vendor advisories, phishing trends)
Monitor alerts from endpoint protection, email security, and firewall systems; escalate anomalies
Help run phishing simulations and basic security awareness check-ins with staff
Assist with patch management, MFA enforcement, and access reviews
Document incidents and contribute to our security runbook
Document common issues and resolutions to build out our internal knowledge base
Escalate complex issues to senior IT staff and shadow them on the resolution