Jobs · Finance · California

Commercial RE Loan Originator

KeyPoint Credit Union · San Jose, CA · 1 wk ago
On-siteFinanceFull-time

Responsibilities

  • Business Development & Pipeline Management
  • Loan Origination & Structuring
  • Credit Quality & Compliance
  • Member Service & Relationship Management

Qualifications

  • Education: Bachelor’s degree in Finance, Business Administration, Real Estate, or a related field required; equivalent professional experience considered.
  • Experience: Minimum five years of CRE lending experience with direct origination responsibility; demonstrated track record of meeting or exceeding production goals in a competitive market.
  • Knowledge, Skills & Abilities: Advanced knowledge of CRE cash flow analysis, underwriting fundamentals, and complex loan structures involving layered business entities; expert-level understanding of CRE loan documentation; working knowledge of NCUA MBL regulations, DFPI requirements, and federal fair lending laws; excellent verbal and written communication skills; self-motivated and entrepreneurial; high attention to detail, creative problem-solver, and collaborative team player; proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Copilot); financial modeling skills preferred; active presence on LinkedIn and other professional platforms; desire to establish KeyPoint Credit Union as a recognized leader in the CRE loan market.

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