Senior Concierge / Processor – San Diego, CA 92108

Synergy One Lending is looking for a motivated and determined individual for employment in one of the fastest growing mortgage banks.


Top 3 Job Duties:


  • Manage All Loans from Contract to Close

  • Deliver “WOW” service to Clients, Loan Officers, & Referral Sources

  • Obtain Current Client Referrals (CCR’s)


Manage All Loans from Contract to Close is measured by:

  • Loan Turn Time requirements are achieved
  • Rate Lock Expiration, Pricing, & Fees met
  • Close on time, 100% of the time (Unless there is a buyer or seller issue)
  • CD to borrower at least 5 days in advance of closing. Call and review with All borrowers.


Deliver “WOW” service to Clients, Loan Officers, & Referral Sources is measured by:

  • 90% of Borrower & Realtor Surveys 5 out of 5
  • Generate 1 Current Client Referral for every 3 Loans in Process
  • Call Borrowers at All Milestones, email is secondary. (CC LO on all correspondence to borrowers. Emails to start with: “Great speaking with you…” OR “I just left you a message, please call me back at your earliest convenience.”)


Obtain Current Client Referrals is measured by: (We will train you on this.)

  • Ask each client mid-way through the process; “How are we doing?”
  • Current Client Referral is asked for on ALL Loans
  • Generate 1 Current Client Referral for every 3 Loans in Process

Essential Duties of the Position:

  • Work with alacrity, joy, and how can we assist (clients, partners, and teammates) attitude.
  • Solve 90% of issues without LO involvement
  • Assist with Pre-Approvals as needed
  • Assist LO or LPI/ Concierge putting scenarios together for prospective clients
  • Sign disclosures with borrower in person when needed
  • Issue needs list and get returned within 48 hours
  • Close a minimum of 8 transactions per month
  • Be growth minded, willing to do personal development and training
  • Love the team concept

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