Direct Origination Specialist jobs in United States
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Foundation Specialty Finance · 2 days ago

Direct Origination Specialist

positionSeal Beach, CA
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Foundation Specialty Finance, LLC is a tech-enabled specialty finance company headquartered in Seal Beach, California. They are seeking a Direct Origination Specialist responsible for converting FSF-generated borrower demand into funded loans, primarily in Small Balance Commercial bridge and transitional loan products, through consistent outreach and engagement.

Commercial LendingFinanceVenture Capital

Responsibilities

Immediate response to assigned inbound leads
Borrower, property, and exit strategy qualification
Application intake and documentation collection
Preparation of underwriting-ready loan packages
Coordination with underwriting, closing, and funding teams
Ongoing borrower communication and status updates
Accurate CRM management and documentation of all activity
Adherence to FSF quality, compliance, and execution standards

Qualification

SBC lending experienceCRM proficiencyOutbound callingMetrics-driven executionOrganizational skillsCommunication skillsHigh-volume environmentLead pipeline managementBorrower engagementDocument collection

Required

Experience in 1–4 unit residential (SFR) or small-balance commercial lending across origination, processing, or underwriting support
Comfort operating in a high-volume outbound calling and follow-up environment with consistent borrower engagement
Strong CRM proficiency with the ability to manage lead pipelines, document borrower interactions, and maintain accurate deal stages
Excellent organizational and communication skills with the ability to prioritize effectively across active deals
Proven ability to execute in a structured, metrics-driven environment with defined activity and conversion targets

Preferred

Familiarity with SBC bridge, DSCR, or fix-and-flip lending products

Company

Foundation Specialty Finance

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Foundation Specialty Finance, LLC (“Foundation”) is a tech-enabled specialty finance company that has developed the commercial real estate industry's first fully integrated Special Servicing, Loan Origination, and Digital Marketplace.
dateFounded in 2018
location
Seal Beach, California, USA
people-size11-50 employees
web-link
https://foundationcref.com

Funding

Current Stage
Early Stage

Leadership Team

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Chris Crovatto
Advisor | Founder
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Company data provided by crunchbase