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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
  • Zillow
    G
    Garrett C
    San Diego, CA
    Posted on January 17th, 2023 12:00 AM
    I recently became a first-time homeowner. I bought a beautiful 2 bed, 2 bath condo in San Diego.The whole process of buying a home and obtaining a mortgage was very confusing, but Jason guided me every step of the way from finding my price...
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  • Encompass
    G
    Grant K
    Palm Springs, CA
    Posted on January 7th, 2023 07:15 AM
    Super easy and was on top of everything. Would definitely tell everyone about jason. Was the first time buying and I would go back to him.
    Reply from Jason Montoya
    February 13th, 2024 11:57 PM
    I'm immensely grateful for your kind words and five-star review, Grant. It was a pleasure assisting you with your first home purchase. I strive to make the process as seamless as possible, and it's encouraging to hear your positive feedback....
    read more
  • ManualUpload
    M
    Midori
    Posted on January 5th, 2023 09:42 PM
    Jason is a great communicator and very professional. We have been working with him for more than 10 years and his expertise is outstanding! We will follow him wherever he goes!
    Reply from Jason Montoya
    February 13th, 2024 11:58 PM
    I'm incredibly grateful for your kind words, Midori. It's always a pleasure working with you and having the opportunity to assist you over the past decade. Your trust means a lot to me and I'm committed to continuously delivering the same level...
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  • Encompass
    J
    Jason C
    Palm Springs, CA
    Posted on December 30th, 2022 03:31 PM
    Exception level of support from start to finish. Obligations were met well before specified deadlines. A very smooth transaction.
    Reply from Jason Montoya
    December 30th, 2022 05:41 PM
    Thanks Jason! It was a pleasure working together!
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    Jeremy A
    Posted on December 30th, 2022 03:23 PM
    Incredible loan officer!
    Reply from Owner
    February 13th, 2024 11:58 PM
    Thank you so much for your review!
  • Encompass
    J
    Jeremy A
    Palm Springs, CA
    Posted on December 30th, 2022 03:22 PM
    Jason was extraordinary in this transaction. When I saw the 7 day contingency period, I was in disbelief but he delivered a day early. He had constant communication throughout the entire transaction and really is a joy to work with. Thank you...
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  • SFTP
    G
    Garrett C
    San Diego, CA
    Posted on October 4th, 2022 09:21 PM
    He took time to explain every little thing.
  • SFTP
    A
    Adewale O
    Temecula, CA
    Posted on September 21st, 2022 05:39 AM
    He rescued my loan when the other lender I was working with couldn’t give me a loan
  • SFTP
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    Pearl C
    San Diego, CA
    Posted on September 20th, 2022 04:01 PM
    Very pleasant experience with the group of Mr. Montoya.
  • SFTP
    V
    Valerie C
    Temecula, CA
    Posted on September 19th, 2022 01:40 PM
    Great service!
  • 71–80 of 160
    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

    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