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Mortgage Retention Manager Jobs in Riverside, CA

PNC Bank

Mortgage Supervising Loan Officer

Irvine, CA

$37K/yr

As a Mortgage Supervising Loan Officer within PNC's Mortgage organization, you will be based in ... Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or ...

PNC Bank

Mortgage Supervising Loan Officer

Irvine, CA

$37K/yr

As a Mortgage Supervising Loan Officer within PNC's Mortgage organization, you will be based in ... Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or ...

PNC Bank

Mortgage Supervising Loan Officer

Irvine, CA

$37K/yr

As a Mortgage Supervising Loan Officer within PNC's Mortgage organization, you will be based in ... Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or ...

Rocket Mortgage, LLC

Asset Manager

Lake Forest, CA · On-site

$70K - $135K/yr

This role requires expertise in mortgage servicing, loss mitigation, foreclosure, bankruptcy ... Demonstrated expertise in loan retention and non-retention strategies, including modifications ...

PNC Bank

Mortgage Loan Officer

Irvine, CA

$37K - $38K/yr

As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater ... Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or ...

PNC Bank

Mortgage Loan Officer

Riverside, CA

$37K/yr

As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the Inland ... Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or ...

AmeriHome Mortgage Company, LLC

Recruiter

Irvine, CA · On-site

... manage their personal lives and plan for the future, while working hard at their home away from ... and retain the best talent. Who We Are AmeriHome Mortgage was established in 2014. By 2017, we ...

Rock Connections

Asset Manager

Lake Forest, CA · On-site +1

$70K - $135K/yr

This role requires expertise in mortgage servicing, loss mitigation, foreclosure, bankruptcy ... Demonstratedexpertisein loan retention and non-retention strategies, including modifications ...

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All JobsMortgage Retention JobsMortgage Retention Manager JobsMortgage Retention Manager Jobs in Riverside, CA

Mortgage Retention Manager information

See Riverside, CA salary details

$65.2K

$98.1K

$211.3K

How much do mortgage retention manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for mortgage retention manager in Riverside, CA is $98,108.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $96,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a mortgage retention manager, and why are they important?

To thrive as a Mortgage Retention Manager, you need expertise in mortgage products, customer account management, and a solid understanding of lending regulations, typically backed by experience in banking or finance. Familiarity with customer relationship management (CRM) systems, loan servicing platforms, and sometimes relevant certifications such as NMLS registration is important. Strong interpersonal skills, negotiation abilities, and a proactive approach to problem-solving help you effectively retain clients and resolve issues. These skills ensure high customer satisfaction, minimize loan attrition, and support the organization's long-term revenue goals.

What is a mortgage retention manager?

A Mortgage Retention Manager is a professional responsible for developing and executing strategies to retain existing mortgage customers within a financial institution. Their main role includes identifying at-risk customers, offering solutions to prevent refinancing with competitors, and enhancing customer satisfaction. They often work closely with sales, customer service, and marketing teams to implement retention campaigns, analyze customer data, and ensure clients have positive experiences throughout their mortgage lifecycle. By maintaining strong relationships and providing tailored solutions, Mortgage Retention Managers help reduce customer churn and support the organization's overall business goals.

What is the difference between Mortgage Retention Manager vs Mortgage Loan Officer?

AspectMortgage Retention ManagerMortgage Loan Officer
CredentialsTypically requires mortgage industry experience, possibly certifications like MLO licenseRequires MLO license, sales experience, and industry certifications
Work EnvironmentFocuses on existing clients, retention strategies, and customer serviceEngages with new clients, loan origination, and sales
Employer & Industry UsageUsed by banks, mortgage companies to retain clientsUsed by lenders to originate new loans and grow business
Search & Comparison IntentUnderstanding retention roles vs origination rolesComparing sales and client acquisition roles

The Mortgage Retention Manager primarily focuses on maintaining relationships with existing clients and reducing loan attrition, while the Mortgage Loan Officer is responsible for originating new mortgage loans and acquiring new clients. Both roles require industry knowledge and licensing, but their core functions differ in client engagement stage and objectives.

What are some of the main challenges faced by a mortgage retention manager, and how can they be addressed?

Mortgage Retention Managers often face the challenge of retaining clients who are approached by competitors offering attractive refinancing options. To address this, they must proactively engage with existing customers, understand their needs, and provide tailored solutions or incentives to encourage loyalty. Building strong relationships with both clients and internal teams, such as underwriting and sales, is essential for delivering a seamless experience. Additionally, staying updated on market trends and regulatory changes helps Mortgage Retention Managers anticipate client concerns and respond effectively.
What are popular job titles related to Mortgage Retention Manager jobs in Riverside, CA? For Mortgage Retention Manager jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Mortgage Retention Manager jobs in Riverside, CA look for? The top searched job categories for Mortgage Retention Manager jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Mortgage Retention Manager jobs? Cities near Riverside, CA with the most Mortgage Retention Manager job openings:
Mortgage Retention Manager jobs near you
Infographic showing various Mortgage Retention Manager job openings in Riverside, CA as of June 2026, with employment types broken down into 66% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $98,108 per year, or $47.2 per hour.

Mortgage Financing Advisor (Pulte Mortgage)

PulteGroup, Inc.

Mission Viejo, CA • On-site

$79K - $98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

This is an onsite position located in Mission Viejo, CA.
JOB SUMMARY
The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team.
PRIMARY RESPONSIBILITIES
  • Meet with buyer prospects to provide financial guidance, expertise and preapproval services.
  • Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
  • Relationship building and training with PulteGroup sales consultants.
  • Develop partnership with centralized operations teammates.
  • Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
  • Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.
  • Contribute to branch performance as measured by. however not limited. to Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.
  • Strong partnership with the Sales team to help sell more homes.
  • Provide exceptional customer service to all stakeholders.
  • Support customer service efforts.
  • Perform other duties as assigned.

REQUIRED EDUCATION/EXPERIENCE
  • Minimum High School diploma or equivalent. Bachelor's degree preferred.
  • Minimum 3-5 years previous related experience in mortgage lending is preferred.
  • 1 - 2 years successful sales and/or business development experience is preferred.

REQUIRED LICENSING/REGISTRATION AND/OR CERTIFICATIONS
  • Valid Driver's License as driving is an essential function of this position.
  • An active NMLS License is preferred. Must be able to obtain and maintain mortgage license.

REQUIRED SKILLS/KNOWLEDGE
  • Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner.
  • Proficiency in Microsoft Office Suite required.
  • Ability to be proactive and self-motivated to set and achieve sales goals
  • Must have excellent customer service acumen and presentation skills
  • Incumbent must have the ability to work in a fast-paced, high-volume environment
  • Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills
  • Will possess strong financial acumen
  • Bilingual skills are highly desirable.

ADDITIONAL INFORMATION
  • This position is subject to the CFPB Loan Originator Compensation Rule
  • Salary offered plus an annual bonus structure. No cold calling and not a commissioned-based position
  • This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement
  • Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed
  • This position consists of a 5-day workweek that requires occasional weekend and/or evening hours, such as grand openings
  • This position will require driving to sales communities across the Division

Salary Range: $79,000 to $98,750 annually depending upon experience.
This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.
In addition to up to 9 paid company holidays per year, employees are eligible for up to 6 days of sick pay. Moreover, eligible employees with less than 10 years of service can accrue up to 17 PTO days per year (and up to 22 PTO days per year upon 10 or more years of service). Employees are eligible to participate in the Company's 401(k) Plan. Employees (and their eligible dependents) are eligible for medical, dental, and vision insurance coverage. Employees are covered by company-paid disability, basic life insurance and parental leave. Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity, are also available. In addition, the Company offers an Employee Assistance Program and tuition reimbursement (as applicable). Employees may also be eligible for state required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.
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#LI-ONSITE
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, "Recruiters") in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.
All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.
All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.
This position is subject to the CFPB Loan Originator Compensation Rule.
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