Client Relations & Loan Originator Support Associate
San Diego, CA
Full Time
Entry Level
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.
Key Responsibilities
12230 El Camino Real #100
San Diego, CA 92130
*C2 Financial has received national recognition from AIME and Mortgage Executive Magazine.
Equal Opportunity Employer
C2 Financial Corporation is proud to be an Equal Employment Opportunity Employer. All employment decisions are based on merit, qualifications, and business needs.
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.
Key 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
- 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
- Mortgage, HR, onboarding, or administrative experience is a plus
- Paycom, FileMaker, or CRM/HRIS experience is helpful but not required
- Hourly Range: $23.00 – $28.00 per hour depending on experience
- Full Time | Hourly / Non-Exempt
- Monday – Friday, 8:30 AM – 5:00 PM
- In-office position located in San Diego, CA
- Potential hybrid flexibility after introductory period based on business needs
- Paid Time Off and Paid Holidays
- Bonus Opportunities
- Medical, Dental, Vision, and Life Insurance
- Fitness Reimbursement
- Weekly Company Lunches & Breakfasts
- Company Sponsored Events
12230 El Camino Real #100
San Diego, CA 92130
*C2 Financial has received national recognition from AIME and Mortgage Executive Magazine.
Equal Opportunity Employer
C2 Financial Corporation is proud to be an Equal Employment Opportunity Employer. All employment decisions are based on merit, qualifications, and business needs.
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