Commercial Loan Corporation is currently looking to hire Junior Account Executives (No Experience Required) and Account Executives. We are looking for people that:
Enjoy helping people
Make friends easily
Work well in a team atmosphere
Want to work for a company that rewards employees for hard work
As an Account Executive you will be working with Attorneys, Fiduciaries, Estate Planners, Trust Administrators, Wealth Managers as well as directly with borrowers to help them secure financing for a trust or estate. Our specialized loans provide cash liquidity to a trust or estate. This enables a beneficiary to keep real estate and preserve a parents low property tax base while allowing other beneficiaries receive cash or cash and other assets. We are one of just a few California lenders that will lend directly to an irrevocable trust. Our loans are designed to allow a child to keep a parents low California Proposition 13 property tax base on an inherited home.
We are looking for Account Executives and Junior Account Executives who are reliable, honest, motivated, and are great communicators. No previous experience is required, but mortgage experience, experience in a California Assessors Office, a California BRE License, NLMS License or experience working with legal professionals are all a plus. The Trust & Estate Account Executive and Junior Account Executive positions include a salary, medical benefits, commission and a share of every loan that is funded by the company. You will be expected to make outbound calls each day, take incoming calls and nurture business relationships with legal professionals. These are full time positions. Please send your resume and contact information to email@example.com.
We are adding a new member to the Commercial Loan Corporation team!
We are currently interviewing for a Trust & Estate Loan Account Executive. As an Account Executive you will be working with Attorneys, Fiduciaries, Estate Planners, Trust Administrators, Wealth Managers, Loan Officers and directly with borrowers to help them secure financing for a trust or estate. Our specialized trust and estate loans allow clients to provide cash liquidity to a trust or estate, enabling a beneficiary to keep real estate while other beneficiaries receive cash or cash and other assets; without having to sell the home. We are one of just a few California lenders who lend directly to a trust. Our unique loans are designed to allow a child to transfer a parents property tax base on an inherited home by taking advantage of Proposition 58 and avoiding property tax reassessment.
At Commercial Loan Corporation we strive to exceed the expectations of our clients. If you are hard working and have excellent customer service skills you might be a perfect fit for our team. We are looking for a Account Executive who is reliable, honest, motivated, and is a great communicator. If that describes you, please send your resume and contact information to firstname.lastname@example.org. Mortgage experience, a California BRE License, NLMS License or experience working with legal professionals are all a plus.
The Trust & Estate Account Executive position includes a salary, medical benefits, commission and profit sharing. You will be expected to make 100+ outbound calls each day, take incoming calls and nurture business relationships with legal professionals. This is a full time position.
Commercial Loan Corporation is the featured sponsor for tonight’s Orange County Estate Planning Council Event. Mike Riggs and Tanis Alonso will be on hand to answer finance related questions pertaining to California Proposition 58, Parent to Child Real Estate Transfers, Trust Loans, and avoiding property tax reassessment on an inherited property. Tonight’s Estate Planning council is focusing on INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) PLUS IRC 678 and the Beneficiary Deemed Owner Trust. The event will be from 4:30pm – 8:00pm at the Santa Ana Country Club in Santa Ana, Ca. Tonight’s Orange County Estate Planning Council speaker is Edwin Morrow from US Bank Private Wealth Management.
The presentation will be focusing on INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) – Not Just for State Income Tax Avoidance: How “INGs” and “SLANTs” Can Save State Income Taxes and Why Tax Reform Makes Them Even More Powerful. This segment of the presentation will be from 4:30 to 5:30 PM . IRC 678 and the Beneficiary Deemed Owner Trust will be presented from 7PM to 8 PM focusing on income tax benefits of such trusts include much simpler tax reporting, lower tax brackets, capital gains tax exclusions for residences, much more favorable Section 179 expensing, disregarded transactions, firmer S corporation status, charitable deductions for business income, more favorable life insurance and annuity rules, better treatment for capital losses, and many more benefits often overlooked. Asset protection for such trusts, while seemingly substandard, is hardly a disaster. Any ill effects of a withdrawal power can not only be counteracted but even turned into an advantage over other trust designs. A 50-state comparison chart will be included which summarizes the various state asset protection statutes and law around powers of withdrawal and lapses.
Both of these presentations qualify for 1-hour of CE for MCLE, CPA, Professional Fiduciary and Trust Officers.
Come meet Mike Riggs and Autumn Skerritt from Commercial Loan Corporation tonight at the Orange County Bar Association Trust & Estates Continuing Education Presentation. Tonight’s presentation will be Tips And Strategies For Practicing In Probate Court. This presentation is ideal for those of you who are new to probate court or those who are looking for a refresher. Tonight’s speakers include Alan L. Armstrong, Alan D. Davis and Gianna Gruenwald.
Mike and Autumn will be onsite to assist you with any questions that you might have pertaining to loans to trusts and estates. They will be at the Commercial Loan Corporation exhibit table out front of the presentation hall and look forward to seeing you there. The presentation will be hosted at the Chapman University, Fowler School of Law. Chapman University, Fowler School of Law is located at 370 N. Glassell, Orange, CA 92866.
Commercial Loan Corporation specializes in mortgages to trusts and estates to help facilitate a successful parent to child transfer and exclusion for property tax reassessment. If you have a question on or need assistance with a third party loan to a trust or estate and are unable to make it to tonight’s event, please feel free to call us at 877-464-1066 so that we can assist you.