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Jason Montoya - Loan Officer | NMLS # 234611 in San Diego, CA

Jason Montoya

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Loan Officer | NMLS # 234611

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I am a native San Diegan with over 20 years of experience in financial services, credit, insurance, and banking. My goal as a trusted advisor is to help provide my clients with the best financial tools available to ensure that they are plac... Show More
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Location & Business Hours
Business Hours
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM
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Overall Ratings
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5 Star
99%
4 Star
1%
3 Star
0%
2 Star
0%
1 Star
1%
Reviews from Web
  • 3rd Party Verified
    G
    Gabriel C
    SpringValley, CA
    Posted on April 20th, 2021 09:14 AM
    It was a overall great experience
  • 3rd Party Verified
    M
    Mustafa A
    ElCajon, CA
    Posted on April 13th, 2021 11:06 AM
    Jason is very friendly and professional. He was always available to take my calls and explained the entire process to me. He was very informative and helped me with my first mortgage. I highly recommend him.
  • 3rd Party Verified
    T
    Tyler S
    Encino, CA
    Posted on March 22nd, 2021 12:45 PM
    Jason provided excellent service throughout the whole process along with timely information and updates on rates and the markets in general.
  • 3rd Party Verified
    R
    Ryan T
    SanDiego, CA
    Posted on March 21st, 2021 12:59 PM
    Jason was very responsive to my questions throughout the process.
  • 3rd Party Verified
    L
    Libby R
    SanMarcos, CA
    Posted on February 28th, 2021 10:24 AM
    Jason was an amazing partner in making a very smooth transaction for my buyer on the purchase of his next rental property. Jason is very communicative, available, and paid great attention to detail! I LOVED working with him and you would love...
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  • 3rd Party Verified
    N
    Noah L
    SanMarcos, CA
    Posted on February 24th, 2021 03:07 PM
    This is my second mortgage with Jason, and he continues to be fantastic. He will work hard to find you the best financing availabl, and answers every question you have along the way. I highly recommend working with him.
  • Zillow
    N
    Noah L
    San Diego, CA
    Posted on February 24th, 2021 12:00 AM
    This is my second mortgage with Jason. He works hard to find you the best financing options available based your objectives and strategies. As a real estate investor, I highly recommend working Jason.
  • FTP
    C
    Christopher S
    Santee, CA
    Posted on December 29th, 2020 03:20 AM
    Jason was incredibly responsive and professional. Very happy we chose Jason to be our broker.
  • FTP
    M
    Malia S
    Santee, CA
    Posted on December 29th, 2020 02:04 AM
    Jason was extremely professional and knowledgeable. I would recommend him to anyone buying a home. I will definitely go through Jason again for future purchases.
  • FTP
    D
    Donald S
    Lompoc, CA
    Posted on December 24th, 2020 10:13 PM
    Jason answered our questions quickly and in a way that we could understand. He made us feel comfortable and safe every step of the way.
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    About
    I am a native San Diegan with over 20 years of experience in financial services, credit, insurance, and banking. My goal as a trusted advisor is to help provide my clients with the best financial tools available to ensure that they are placed into the strongest financial positions possible. My clients have benefited from being given choices tailored to their unique situations and goals making our process one of the most valuable experiences of a lifetime.
    Products & Services
    Mortgage Loan Officer
    FHA Home Loan
    VA Home Loan
    Jumbo Home Loan
    Specialities
    No Appraisal, No Doc HELOCS, close in as little as 5 days
    Renovation, Fix and Flip, DSCR Investor loans
    Down Payment Assistance
    Mortgage loans including: Conventional, FHA, VA, Jumbo, HELOC, Commercial, Private money, and more
    Mortgage, Digital HELOC, FHA, VA, Conventional, Jumbo, Super Jumbo, Reverse Mortgage, Renovation Lending, Down Payment Assistance, First Time Buyer, USDA, Non-QM
    Conforming Fixed & Adjustable Rate
    What is the Search Rank Score®?
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    Memberships
    • University Club
    • LGBTQ+ Real Estate Alliance
    • Young Executive Society Emeritus
    • View All
    Addresses and Serving Areas

    Year Started

    2008

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 234611
    Achievements
    • 10 years with Finance of America
    Hobbies
    • Hiking
    • Traveling
    • Wine Tasting
    • View All
    Disclaimer
    Synergy One Lending, Inc., NMLS 1907235 | www.nmlsconsumeraccess.org | 610 W. Ash Street, Suite 1505, San Diego, CA 92101 | (888) 995-1256 | State required licensing information: AZ BK #1006787; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Act and the California Financing Law license; GA Residential Mortgage Licensee #70829; KS Mortgage Company License #MC.0025627 and KS Supervised Loan License #SL.0026885; MA Mortgage Lender/Broker License #MC1907235; NV Mortgage Company License #5186; Licensed by the N.J. Department of Banking and Insurance; OH Registration #RM.804609.000; Rhode Island Licensed Lender and Broker. Not affiliated with any government agency. All Loans are subject to underwriting approval. Terms and Conditions apply. Subject to change without notice. Equal Housing Opportunity. • https://s1l.com/privacy-policy/ • https://s1l.com/licensing/ • https://www.nmlsconsumeraccess.org/Enti-tyDetails.aspx/COMPANY/1907235