Jason Montoya
Loan Officer | NMLS # 234611
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
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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Reviews from Web
Performed according to expectations
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Jason helped my husband and I with our original loan for our home and reached out to us again in regards to great refinancing options. Jason is professional, timely, patient with answering our many questions, and made the entire process very...
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Jason Montoya has worked with me on refinancing my home. He did a great job and was available when I had questions. The whole process went very smoothly and I couldn’t be more pleased. He’s knowledgeable and very easy to work with. Thanks Jason!...
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Jason was amazing to work with and was extremely helpful from the beginning to the end of the process. He always picked up all my calls was always there to help me when I had questions. Truly a nice person and was really sweet and helpful....
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Jason helped us buy our house recently, and gave us outstanding service. He was always good at answering our questions, and easing our concerns; every time we called he answered the phone promptly. This was the easiest financing transaction...
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We bought a home recently and Jason helped us with the financing. It was a very stressful time and we were reaching out to Jason often. He was almost always available or got back to us within minutes. He was very professional, listened to us,...
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Jason was very attentive and always available to answer my questions. Jason was very careful to watch the market to be sure that I received the best rate possible. I really appreciated his assistance and would highly recommend Jason to anyone...
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Jason Montoya successfully helped me refinance my home for the fourth time. Each time he was able to get the lowest rate possible. What I love about working with Jason through the refi process is his professionalism and his competency. Jason...
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Jason Montoya did great job in handling my recent home refinance! Jason was extremely professional and on top of everything, through out the entire loan process. Jason made sure that I got the best rate available and was always responsive and...
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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
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Memberships
- University Club
- LGBTQ+ Real Estate Alliance
- Young Executive Society Emeritus
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Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Year Started
2008
Time Zone
Pacific Standard Time (PST)
Licenses
- NMLS # 234611
Awards
Achievements
- 10 years with Finance of America
Hobbies
- Hiking
- Traveling
- Wine Tasting
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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.
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• https://s1l.com/licensing/
• https://www.nmlsconsumeraccess.org/Enti-tyDetails.aspx/COMPANY/1907235