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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
    E
    Elizabeth F
    Lompoc, CA
    Posted on September 19th, 2020 03:03 PM
    Jason was constantly in contact with me, keeping me updated. He was always available when I had a question. The whole refinance went very smoothly. I’m beyond happy with the service he provided me.
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    Noah L
    SanDiego, CA
    Posted on September 17th, 2020 07:50 PM
    Jason helps make a complicated and sometimes confusing process simple and easy to understand. He was responsive, informative, and patient when I had many questions. I highly recommend working with Jason!
  • FTP
    F
    Frank U
    SanDiego, CA
    Posted on September 3rd, 2020 01:13 AM
    Jason was extremely helpful I am not to computer savvy he helped me navigate thru the process extremely well I have already recommended a friend to Jason I would refinance with him in a heart beat thanks Jason
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    Terrence A
    SanDiego, CA
    Posted on August 28th, 2020 12:48 AM
    He did an excellent job. He was very nice,helpful and made the progress of the loan go smoothly. We highly recommend him.
  • FTP
    M
    Michele P
    Pleasanton, CA
    Posted on August 26th, 2020 03:11 PM
    Jason was great to work with. Our refinance took a bit longer than we had anticipated, as there were a few issues to be sorted out, but Jason went above and beyond to make things go as smoothly as possible. We will definitely be recommending...
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  • Zillow
    C
    Carlos2491
    Oceanside, CA
    Posted on August 26th, 2020 12:00 AM
    Great job Jason. Keep up the good work. I hope that you stay safe and we can work again in the future. I have another property I am considering refinancing talk to you soon.
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    Tania M
    Whittier, CA
    Posted on August 25th, 2020 01:42 PM
    Jason was prompt, answered questions and worked to get me the best rates. Highly recommend him.
  • FTP
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    Craig W
    SanDiego, CA
    Posted on August 24th, 2020 02:12 PM
    Jason was available and knowledgeable . Got stuff done is a timely manner and made the experience a good one .
  • FTP
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    Carlos M
    Oceanside, CA
    Posted on August 24th, 2020 01:43 PM
    very ease process, great work Jason Montoya.
  • Zillow
    V
    Valentine M
    El Cajon, CA
    Posted on August 24th, 2020 12:00 AM
    Jason was highly recommended by a past client who has obtained a loan from Jason at Finance of America. Not only did Jason do a fantastic job, but he exceeded the buyer's expectation by far. He is very creative, caring, professional, efficient,...
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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