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First Equity Funding Jobs in California (NOW HIRING)

Pacaso

Ownership Advisor, Sales

Newport Beach, CA

We've raised over $300 million in cumulative equity funding , closed the largest real estate ... You'll bring market and inventory insight and energy to create lasting first impressions to ...

Pacaso

We've raised over $300 million in cumulative equity funding , closed the largest real estate ... Guide onboarding, first-stay milestones, and expectation setting * Develop deep knowledge of ...

Cardless, Inc

Head of Recruiting

San Francisco, CA · On-site

$170K - $230K/yr

We're headquartered in San Francisco, and have raised about $150M in equity funding from top ... This is our first full-time recruiting hire, but you won't be starting from scratch. We've used ...

Cardless, Inc

Customer Support Lead

San Francisco, CA · On-site

We're headquartered in San Francisco, and have raised about $150M in equity funding from top ... You need to be able to close a hard case and step back and ask why it got to you in the first place ...

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First Equity Funding information

What is the difference between First Equity Funding vs Mortgage Broker?

AspectFirst Equity FundingMortgage Broker
CredentialsLicensing, certifications in mortgage lendingLicensing, certifications in mortgage brokerage
Work EnvironmentLoan processing, client consultations, financial analysisClient meetings, loan shopping, industry networking
Employer & IndustryFinancial institutions, private lendersMortgage companies, brokerage firms

Both First Equity Funding and Mortgage Brokers operate within the mortgage lending industry, often requiring similar licensing and certifications. While First Equity Funding primarily focuses on loan funding and financial analysis, Mortgage Brokers act as intermediaries between clients and lenders, shopping for the best mortgage options. Understanding these differences helps clients choose the right professional for their mortgage needs.

What are the key skills and qualifications needed to thrive as a loan officer at a private lending firm like First Equity Funding, and why are they important?

To thrive as a Loan Officer at a private lending firm, you need a strong understanding of financial analysis, real estate markets, and lending regulations, often backed by a degree in finance, business, or a related field. Familiarity with loan origination systems, CRM software, and knowledge of compliance certifications are typically required. Excellent interpersonal skills, attention to detail, and negotiation abilities help you build client relationships and manage transactions smoothly. These skills are vital for ensuring sound lending decisions, regulatory compliance, and successful client outcomes in a competitive lending environment.

What is First Equity Funding?

First Equity Funding is a private lender that specializes in providing financing solutions for real estate investors, particularly those involved in residential and commercial property investments. They typically offer short-term loans such as hard money loans, fix-and-flip loans, and bridge loans, which are designed to help investors purchase, renovate, or refinance properties quickly. Unlike traditional banks, First Equity Funding focuses on the value of the property and the potential of the investment rather than just the borrower's credit score. Their streamlined approval process makes them a popular choice for investors looking for fast, flexible funding options.

What are some common challenges faced by professionals working at First Equity Funding, and how can they best prepare for them?

Professionals at First Equity Funding often navigate a fast-paced environment where managing multiple loan applications and client relationships simultaneously is the norm. Staying updated on the latest lending regulations and market trends can be challenging but is essential for success. Team members typically collaborate closely with underwriters, real estate agents, and borrowers, requiring strong communication and organizational skills. To prepare, candidates should familiarize themselves with real estate financing processes and be ready to adapt to shifting priorities and deadlines.
What are popular job titles related to First Equity Funding jobs in California? For First Equity Funding jobs in California, the most frequently searched job titles are:
What job categories do people searching First Equity Funding jobs in California look for? The top searched job categories for First Equity Funding jobs in California are:
What cities in California are hiring for First Equity Funding jobs? Cities in California with the most First Equity Funding job openings:
First Equity Funding jobs near you
Infographic showing various First Equity Funding job openings in California as of August 2026, with employment types broken down into 80% Full Time, 13% Part Time, and 7% Temporary. Highlights an 87% In-person, and 13% Hybrid job distribution.

Funding Specialist

Upcrunch

Los Angeles, CA • On-site

Full-time

Retirement, PTO

Re-posted 16 days ago

Job description

Salary: $18 - 23/hour DOE + Commission

About Upcrunch, Inc.

Upcrunch, Inc., established in Los Angeles in 2016, is a licensed finance lender/broker helping small and medium-sized businesses access quick and straightforward funding. We offer solutions including business lines of credit, revenue-based funding (up to $2M), equipment financing, working capital, invoice factoring, and moreoften funded in as little as 2448 hours. Our mission is to simplify business financing so owners can focus on growth.


Job Summary

The Funding Specialist serves as the primary point of contact for incoming small business inquiries, providing responsive, consultative support via phone, email, and SMS. You will assess each business's profile, recommend the most suitable funding options from Upcrunch's offerings, clearly explain lender terms, and ensure accurate data entry to move applications forward efficiently. This role combines customer service, financial analysis, and attention to detail in a fast-paced fintech environment.


Key Responsibilities

  • Respond to incoming Small Business inquiries in a timely manner via phone, email, and SMS, delivering professional, helpful, and prompt communication
  • Develop and maintain a firm understanding of the funding options that Upcrunch provides, including lines of credit, revenue-based funding, equipment financing, working capital, invoice factoring, and partner lender programs
  • Perform organized and detailed data entry in the CRM system (e.g., capturing business financials, application details, notes, and follow-ups) to support accurate processing and compliance
  • Actively listen to Small Business Owners during consultations to analyze their company profile, revenue trends, funding needs, credit history, and goals
  • Recommend and explain the best funding option(s) tailored to their specific situation, highlighting benefits, approval criteria, speed, repayment structures, and any associated fees
  • Clearly explain lender terms and conditions to Small Business Owners in an understandable, transparent way, addressing questions and objections to build trust
  • Collaborate with sales, underwriting, and funding teams to expedite approvals and disbursements
  • Track inquiry progress, maintain detailed records, and follow up as needed to improve conversion rates and client satisfaction
  • Stay updated on industry regulations, small business lending trends, and Upcrunch product updates


Qualifications & Requirements

  • High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, or related field preferred
  • 1 to 3+ years of experience in customer service, financial services, loan processing, business lending, fintech, or a consultative sales/support role; experience with small business funding is a plus
  • Strong active listening, communication, and interpersonal skills with the ability to explain complex financial terms clearly and empathetically
  • Detail-oriented with excellent organizational skills and proficiency in CRM systems (Salesforce or similar preferred) and Google Workspace/Microsoft Office
  • Comfortable handling high-volume inbound communications (phone, email, SMS) in a metrics-driven environment
  • Basic understanding of small business financials (e.g., revenue, cash flow, credit) and lending concepts
  • Self-motivated, patient, and resilient with a customer-first mindset
  • Must be authorized to work in the United States


Compensation & Benefits

  • Compensation: Base Pay of $18 - 23/hour DOE + Commission
  • 401(k), paid time off, and paid holidays
  • Ongoing sales training, mentorship, and career advancement opportunities
  • Modern office in Downtown Los Angeles with hybrid flexibility


Upcrunch, Inc. is an equal opportunity employer committed to diversity, equity, and inclusion.