Help Desk Technician

About the role

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.

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
• Ai-Assisted Operations
• Use AI tools (ChatGPT, Claude, Copilot, and others) daily to triage tickets, draft documentation, write scripts, and accelerate research
• 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)
• Maintain hardware inventory and software license tracking
• Monitor alerts from endpoint protection, email security, and firewall systems; escalate anomalies
• Aid in 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
• Knowledge & Escalation
• 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

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
• Experience in financial technology (fintech), mortgage, banking, or a similarly regulated industry is a plus
• Industry Experience
• 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
• Identity & Endpoint
• 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)
• Business Systems
• 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
• AI & Automation
• 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

Qualifications

• 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
• Experience in financial technology (fintech), mortgage, banking, or a similarly regulated industry is a plus

Skills

• 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
• Experience in financial technology (fintech), mortgage, banking, or a similarly regulated industry is a plus
• 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

Benefits

• Paid Time Off and Paid Holidays
• Bonus Opportunities
• Medical, Dental, Vision, and Life Insurance
• Fitness Reimbursement
• Weekly Company Lunches & Breakfasts
• Company Sponsored Events

Pay

$22 - $25/hr

Schedule

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