Overview

Job DescriptionJob DescriptionDescription: Job Description Department: Direct OriginationReports To: Chief Strategy Officer (CSO)Day-to-Day Oversight: Direct Origination Team LeadLocation: In-office only - Seal Beach, California (Corporate Office)Base Salary: Starting at $70,400 annually (California compliant)Additional Compensation: Performance-based bonus (No commission) Role Overview The Direct Origination Specialist (DOS) is a salaried, execution-focused originator responsible for converting FSF-generated borrower demand into funded loans. This role operates in a high-volume, performance-driven environment and requires consistent borrower outreach, disciplined follow-up, and strong execution from first contact through funding. This is not a traditional loan originator role. Direct Origination Specialists do not self-source business, set pricing, negotiate loan terms, or manage an independent book of business. Instead, the role is designed for professionals who can work warm, qualified CRE and SFR leads at scale, maintain rigorous CRM discipline, and drive loans to close through consistent phone, email, and SMS engagement. The position provides income stability through a salaried base while maintaining clear performance expectations and accountability. In-Office Requirement: This position is fully in-office at FSF's Seal Beach corporate office. No remote or hybrid option Daily in-person collaboration with Direct Origination, Operations, and Underwriting teams Real-time coaching, escalation, and execution support This structure is intentional and designed to support execution speed, quality control, and team accountability. Execution & Outreach Expectations: This role requires sustained daily effort and proactive borrower engagement. Direct Origination Specialists are expected to: Work a high volume of FSF-sourced warm and recycled leads Perform frequent outbound calling to qualified CRE and SFR prospects Execute structured follow-up cadences via phone, email, and SMS Maintain same-day and multi-touch engagement standards Actively manage pipeline momentum from initial contact through funding Convert marketing-qualified leads into underwriting-ready applications This is a phone- and CRM-intensive role. Candidates must be comfortable with consistent outreach and measurable activity expectations. Core 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 Performance Expectations Consistent SLA-compliant borrower response times High-quality, underwriting-ready file submissions Strong approval-to-funding pull-through Disciplined follow-up and engagement activity Positive borrower experience feedback Full compliance with FSF processes and documentation standards Why This Role This role is ideal for professionals who want security without complacency, stable compensation paired with real performance expectations. Qualifications Experience in residential or private lending origination, processing, or underwriting support preferred Comfort with high-volume outbound calling and follow-up Strong organizational and communication skills Ability to execute in a structured, metrics-driven environment Familiarity with DSCR, bridge, or fix-and-flip lending preferred CRM experience required Meet Foundation: Foundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. Based in Seal Beach, California, we bring together decades of industry experience to deliver fully integrated Special Servicing, Loan Origination, and a Digital Marketplace-powered by our proprietary platform, ACHIEVE