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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
  • FTP
    B
    Bruce M
    LagunaNiguel, CA
    Posted on December 22nd, 2020 05:35 PM
    Exceptional attention to detail. Ability to re finance my home in less than 60 days cycle time.
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    F
    Frank C
    SanDiego, CA
    Posted on December 21st, 2020 05:46 AM
    Jason helped me close on the initial purchase of my house as well as the recent refi. After the purchase, he would keep in touch with me from time to time to let me know that rates were dropping. He always had his best interest in making sure...
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  • FTP
    G
    George C
    SanDiego, CA
    Posted on December 11th, 2020 02:54 PM
    This is the second time Jason had helped us with our loan. Always very pleasant.
  • FTP
    M
    Matthew S
    SanDiego, CA
    Posted on November 30th, 2020 06:52 PM
    Jason was tremendous in his response times, keeping me informed, and working hard to keep the transaction moving forward. Would love to work with Jason again!
  • FTP
    M
    Michael C
    SanDiego, CA
    Posted on November 30th, 2020 03:19 PM
    Extremely responsive. Organized. Kept me updated through the whole process. advised me of options and contingency plans. i always felt like i was in good hands and being taken care of.
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    M
    Michael B
    SanDiego, CA
    Posted on November 29th, 2020 03:52 AM
    Jason helped me take advantage of the recent super low refinance rates. With Jason steering this ship this refinance came close to doing it all by it self. All I had to do was supply some documents requested and sit back and Jason took care...
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  • FTP
    R
    Ruben C
    SanDiego, CA
    Posted on November 3rd, 2020 03:41 AM
    Mr. Montoya almost always picked up my calls or returned them right away if he was unable to pick up. I really appreciated that he was was always available to answer questions and I felt unhurried if I needed to chat with Jason.
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    L
    Lisa G
    Carlsbad, CA
    Posted on October 28th, 2020 06:53 PM
    I already did that. I will not use the company or resources in any future business transactions.
  • FTP
    M
    Michelle G
    ElCajon, CA
    Posted on October 14th, 2020 02:01 PM
    Jason has helped me several times in the last 10 years and he is always thorough and efficient. Thank you for your continued hard work, its greatly appreciated 😁
  • FTP
    G
    Gavin H
    SanDiego, CA
    Posted on October 1st, 2020 07:23 PM
    Working with Jason made the whole process very easy and when we had questions he was always on standby to answer our call. Very satisfied with his ability to get us the right mortgage that was right for us.
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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
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    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