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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
    T
    Thipsavanh S
    SanDiego, CA
    Posted on June 27th, 2020 04:43 PM
    Our LO was very communicative. He played all the important roles, LO and processor. Great job on closing a deal we thought won’t go through.
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    Debi N
    Posted on June 11th, 2020 12:45 AM
    I had complex circumstances when trying to refinance my home. Jason was a pro! He maneuvered me thru quickly, always returning calls/texts promptly... no matter how much hand-holding I needed or how many questions I had! Jason also worked hard...
    read more
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    Deborah N
    Santee, CA
    Posted on June 11th, 2020 12:35 AM
    I had tricky circumstances while trying to refinance my house in order to get the existing mortgage in my name. Jason was a pro in maneuvering me through the process. He was very patient with all my questions and always responded promptly!!!...
    read more
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    Gina C
    FairOaks, CA
    Posted on June 7th, 2020 04:59 PM
    Jason is very knowledgeable and thorough. He made the process very enjoyable and was a pleasure to work with.
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    Autumn S
    SanDiego, CA
    Posted on May 19th, 2020 04:03 PM
    Jason is a top notch loan officer! He was on top of the progress of my file the entire time and communicated with me regarding all aspects of my loan process. This is at least the 3rd loan I've done with Jason and I would highly recommend Jason...
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    J
    Jorge G
    Riverside, CA
    Posted on May 15th, 2020 12:40 AM
    Jason is a great mortgage advisor because he explained to me all the possible options that I have to refinance my home and my investment property. He answered my phone calls or emails right away (even weekends). I know Jason since 2009. Now...
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    Norman T
    ElCajon, CA
    Posted on April 4th, 2020 02:42 PM
    Good Communicator Resourceful Results
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    Andrew D
    SanDiego, CA
    Posted on March 9th, 2020 02:48 PM
    Jason is incredibly knowledgeable and responsive. I highly recommend.
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    George C
    SanDiego, CA
    Posted on January 22nd, 2020 02:12 PM
    Jason was wonderful. He made the process of first time home buying as easy as can be.
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    Miriam R
    ElCajon, CA
    Posted on January 13th, 2020 03:31 PM
    Jason was very knowledgeable regarding the lending process. He kept us informed through out the process and was there to answer questions when they arose.
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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