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Note Broker Jobs in California (NOW HIRING)

We are seeking a proactive and highly organized Brokerage Services Coordinator to support a dynamic ... Note: The statements herein are intended to describe the general nature and level of work being ...

We are seeking a proactive and highly organized Brokerage Services Coordinator to support a dynamic ... Note: The statements herein are intended to describe the general nature and level of work being ...

About the role The Account Manager works closely with third party originators (TPOs/Brokers ... Note This is meant to describe the general nature and level of work being performed; it is not ...

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Note Broker information

See California salary details

$25.2K

$65.8K

$115.5K

How much do note broker jobs pay per year?

As of Jul 28, 2026, the average yearly pay for note broker in California is $65,804.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $74,000.00 per year, depending on experience, location, and employer.

What type of broker gets paid the most?

In the brokerage industry, commercial real estate brokers and investment brokers typically earn higher commissions and salaries compared to residential brokers. These roles often require specialized knowledge, licensing, and negotiation skills, and they usually involve larger transactions that result in higher compensation.

What are the key skills and qualifications needed to thrive as a Note Broker, and why are they important?

To thrive as a Note Broker, you need a solid understanding of real estate, finance, and investment principles, often supported by relevant coursework or experience in these fields. Familiarity with tools like mortgage calculators, CRM systems, and legal documentation software is essential for managing transactions and client relationships. Strong negotiation, relationship-building, and analytical skills set top performers apart by enabling effective deal-making and client trust. These skills and qualities are crucial for successfully connecting buyers and sellers of notes and ensuring smooth, compliant transactions in a competitive market.

What are note brokers?

Note brokers are professionals who act as intermediaries in the buying and selling of promissory notes, such as mortgage notes, business notes, or structured settlements. They connect note holders—people who are owed payments—with investors interested in purchasing these payment streams, typically at a discount. Note brokers help facilitate these transactions by evaluating the notes, negotiating terms, and ensuring all legal paperwork is completed. Their role is crucial in providing liquidity for note holders and investment opportunities for buyers.

How much does a mortgage broker make on a $500,000 mortgage?

Mortgage brokers typically earn a commission based on a percentage of the loan amount, often around 0.5% to 1%. For a $500,000 mortgage, this could translate to $2,500 to $5,000 in commission, though actual earnings vary depending on the broker's agreements and the lender's policies.

What is the difference between Note Broker vs Loan Officer?

AspectNote BrokerLoan Officer
Required CredentialsTypically no formal licensing, but industry knowledge helpsRequires licensing (e.g., NMLS), certifications often preferred
Work EnvironmentIndependent, brokerage firms, online platformsBanks, credit unions, mortgage companies
Industry UsageFacilitates buying/selling notes, investment transactionsOriginates loans for borrowers, works directly with clients

While both Note Brokers and Loan Officers operate within the lending industry, Note Brokers primarily facilitate the buying and selling of existing notes and investments, often working independently or through brokerages. Loan Officers focus on originating new loans for borrowers, typically working for financial institutions. Understanding these differences helps clarify career paths and client interactions in the lending sector.

How to become a note broker?

To become a note broker, you should gain knowledge of the note industry, understand financial and legal aspects of promissory notes, and develop sales and negotiation skills. Many note brokers obtain relevant training or certifications and build a network of investors and buyers to facilitate transactions.

What are some common challenges Note Brokers face when sourcing new clients or notes?

One common challenge Note Brokers encounter is identifying reliable sources for high-quality notes in a competitive marketplace. Many brokers must continuously network with real estate professionals, investors, and financial institutions to find notes that meet buyer criteria. Building trust with sellers and ensuring due diligence on the notes' legitimacy is crucial, as is staying updated on industry regulations and market trends. Persistence and strong relationship-building skills are essential for long-term success in this field.

What does a note broker do?

A note broker facilitates the buying and selling of promissory notes, which are debt instruments representing loans. They connect investors with note sellers, evaluate the value of notes, and often require knowledge of financial analysis and relevant regulations. Their work involves assessing note quality, negotiating deals, and ensuring proper documentation.
What are popular job titles related to Note Broker jobs in California? For Note Broker jobs in California, the most frequently searched job titles are:
Infographic showing various Note Broker job openings in California as of July 2026, with employment types broken down into 2% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 81% Physical, 6% Hybrid, and 13% Remote job distribution, with an average salary of $65,804 per year, or $31.6 per hour.
Brokerage Services Admin / Specialist

Brokerage Services Admin / Specialist

NEWMARK

Palo Alto, CA • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday


Newmark rating

9.2

Company rating: 9.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

9th of 200 rated real estate companies


Job description


JOB DESCRIPTION:
Under general supervision, the Brokerage Specialist provides marketing, research, transaction, and administrative support to across the organization. This role supports sales and leasing activities by preparing marketing materials, maintaining transaction data, coordinating client-related logistics, and assisting with internal processes in accordance with company Sales and Marketing operational policies and procedures.
The Brokerage Specialist does not independently perform licensed real estate activities unless properly licensed. All activities requiring a California real estate license are performed only by licensed personnel and under appropriate broker supervision. The position requires a high level of professionalism, organization, and discretion in handling confidential sales, marketing, client, and proprietary information.
Responsibilities
Essential Duties and Responsibilities
Broker Support & Marketing
  • Provide day-to-day marketing and administrative support to multiple brokers across the organization on sales and leasing assignments.
  • Assist brokers with the preparation and execution of marketing strategies for property listings and business development initiatives.
  • Create, format, and update marketing materials including flyers, brochures, proposals, offering memoranda, and presentations for broker review and approval.
  • Support the preparation of comparable market analyses, market research summaries, and industry data for use by licensed brokers.
  • Evaluate broker and client requests to determine appropriate content, format, and delivery of marketing and presentation materials.

Data, Systems & Coordination
  • Maintain and update marketing and sales infrastructure, including CRM systems, prospect databases, transaction records, and web-based platforms.
  • Coordinate with internal departments such as Research, Financial Analysis, and Marketing to obtain requested data and materials.
  • Audit, update, and maintain listings, sales records, and transaction documentation to ensure accuracy, completeness, and compliance.
  • Analyze competitive and market information and prepare summaries for broker review.

Client & Transaction Support
  • Provide client service support that enhances broker-client relationships and supports business growth.
  • Participate in client meetings and presentations in a support capacity as requested by brokers.
  • Organize property tours, including scheduling, coordinating logistics, and preparing tour materials; licensed brokers conduct tours and discuss transaction-related matters.
  • Respond to pricing inquiries and assist brokers in developing proposals and responses to non-routine client requests (California real estate license required).
  • Perform additional duties and special projects as assigned.

Qualifications
Skills and Competencies
  • Strong written, verbal, and interpersonal communication skills.
  • Ability to organize, prioritize, and manage multiple assignments and deadlines simultaneously.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe InDesign; familiarity with CRM, marketing, or project management software is a plus.
  • Strong attention to detail and ability to follow established processes and compliance requirements.
  • Professional demeanor with a customer service-oriented approach.
  • Ability to work collaboratively in a team-oriented environment.
  • Demonstrated ability to maintain confidentiality and handle sensitive information with discretion and integrity.
  • Must have commercial real estate license or in process of obtaining one within 90 days of hire.
  • This is an in office position based in Palo Alto.

Compliance Note
This position includes both licensed and non-licensed duties. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker supervision, in accordance with California Department of Real Estate regulations.
Salary Range Language
The expected base salary for this position ranges from $70,000 to $85,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

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