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Client Relations & Loan Originator Support Associate

C2 Financial

San Diego, CA

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Administrative Skills, Artificial Intelligence (AI), Automation, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Documentation, Filemaker Database, HRIS/HRMS, Licensing, Licensing Compliance, Life Insurance, Loan Origination, Loans, Microsoft Office, Microsoft Outlook, Mortgage, Mortgage Brokers, Multitasking, Onboarding, Operational Support, Organizational Skills, Paycom, Problem Solving Skills, Record Keeping, Slack, Systems Administration/Management, Team Player, Technical Support, Vision Plan, Webinar
LOCATION
San Diego, CA
POSTED
1 day ago
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
  • 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
Qualifications
  • 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
Compensation & Schedule
  • 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
Benefits
  • Paid Time Off and Paid Holidays
  • Bonus Opportunities
  • Medical, Dental, Vision, and Life Insurance
  • Fitness Reimbursement
  • Weekly Company Lunches & Breakfasts
  • Company Sponsored Events
Location
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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About the Company

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C2 Financial

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