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 email@example.com. 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 has moved to a new larger location.
Our new address is:
Commercial Loan Corporation
20250 SW Acacia Street #105
Newport Beach, CA 92660
If you need assistance finding our new location, please call us at 877-464-1066 for assistance. We are on the first floor of the Acacia Court building located in suite #105. Here are some photos of our new building and office space.
20250 Acacia Street, Newport Beach CA 92660
The above photo is the entry of the 20250 Acacia Court Office building. The Commercial Loan Corporation Suite is immediately to the left once you walk into the building.
Commercial Loan Corp Office
This is the Commercial Loan Corporation meeting area in the center of our office.
Commercial Loan Corporation Office
The above is the Commercial Loan Corporation Lobby Area.
We hope that you have a chance to visit our new office space soon! We are always available for your Trust & Estate financing or Private Money Lending needs. Commercial Loan Corporation can help you maximize your trust distribution and receive more money from an inheritance. Call Commercial Loan Corporation at 877-464-1066.
Commercial Loan Corporation is very excited to welcome Tanis Alonso as the latest addition to our team! Tanis is an Account Executive in our Trust & Estate Bridge Loan Department. Her primary role is to assist clients, attorneys, trust administrators, paralegals and fiduciaries in obtaining short term bridge loan financing for beneficiaries and heirs that want to take advantage of Proposition 58’s exclusion from property tax reassessment to preserve a parents low Proposition 13 tax base on inherited property.
“My commitment to my clients is that i will always put your needs first! You can expect 100% transparency from me and i will always look out for your best interest.
Prior to joining the Commercial Loan Corporation team, I attended California State University, Fullerton for Business Management. I obtained my Real Estate license in 2005, but continued down the path of Restaurant Management advancing into a Customer Service Specialist and Developmental Training Manager. I have a passion for taking care of others, am very detail oriented and have a do whatever it takes mentality.
Outside of work, I like to spend my free time with my family and volunteering with various organizations. My favorite thing to do is take my dog Beau to the dog park so he can play with all his friends.
I am beyond excited to start a new journey with Commercial Loan Corporation and to be working alongside a group of individuals with the upmost integrity and expertise.”
Contact Information For Tanis Alonso:
Tanis Alonso, Account Executive for the Trust & Estate Bridge Loan Department can be reached at 714-442-8995 or by email at firstname.lastname@example.org. If you are interested in more information on our Private Money Bridge Loans for Trusts & Estates, please call Tanis or complete the short form located here. For immediate assistance from any member of the Bridge Loan department, please call us at 877-464-1066.
For additional information on our bridge loans that assist clients who are inheriting real estate from a parent and want to keep the existing low property tax payment, please click here.
The Importance Of Working With A Residential Property Tax Specialist
Working with the right business professionals can make all the difference. When it comes time to secure a Proposition 58 Exclusion From Property Tax Reassessment, through Prop 58, that could not be more true. The process of obtaining your exclusion from property tax reassessment can be littered with pitfalls. Even just one small mistake can be the difference between obtaining an exclusion or not. Retaining a Parent’s or Grandparent’s low Proposition 13 property tax rate can save you potentially thousands of dollars each year. That is why it is important to have a good Private Money Lender, Attorney and or California Property Tax Specialist on your side to help guide you.
When providing clients with a third party loan to a trust, we always recommend that they work with either a Trust & Estate Attorney, Qualified Trust Administrator and or a Property Tax Specialist. Attorneys and Residential Property Tax Specialists provide different services. Some California Residential Property Tax Consultants specialize in assisting clients in obtaining a Proposition 58 exclusion from property tax reassessment. Their expertise in these matters can be invaluable. The best of them even have experience working for the County as a Property Tax Assessor. This gives them a great deal of insight into what the assessors office will need in order to grant your exclusion. It can be especially helpful in complex situations where time is of the essence. In California, you only have three years to file for the exclusion from property tax reassessment. A long process can also delay the distribution of a trust in some cases.
The complexities of obtaining an exclusion from property tax reassessment should not be understated. Unless you deal with California’s Proposition 58 Exclusions From Property Tax Reassessments on a regular basis, it can be difficult to avoid mishaps. Here are just a few examples of issues that a qualified California Property Tax Consultant can assist you with.
Common Proposition 58 Exclusion From Property Tax Reassessment Mistakes:
Not conducting the 3rd party financing properly and causing a property tax reassessment to occur.
Not keeping track of each eligible transferor’s $1 million limit; thereby exceeding the $1 million limit and triggering a reassessment for the overage.
Avoiding situations where an acquiring beneficiary lends money to the trust when funds are needed to make an even distribution. The California Board of Equalization views this as a child buying out another child as opposed to a parent to child transfer. The exclusion for reassessment requires a transfer from parent to child.
These are just a few examples of circumstances where a California Property Tax Specialist can assist you. If you are in need of a third party loan for a trust, a qualified Trust & Estate Attorney or a Property Tax Consultant referral, please call us at 877-464-1066 so that we may assist you.
If you are a California Trust & Estate Attorney, Probate Attorney, Fiduciary, Estate Planner, CPA, Wealth Manager or Property Tax Specialist and would like to be added to our list of Trust & Estate Professionals, please use the following link to apply to become a Commercial Loan Corporation recommend Trust & Estate Professional. Credentials will be reviewed and verified.