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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
  • SFTP
    B
    Boni B
    San Diego, CA
    Posted on September 18th, 2022 09:38 PM
    Jason is responsive, timely and efficient. His knowledge, follow up and follow through and impeccable. His commitment to his clients as well as referring agents is exceptional.
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    Jason A
    Posted on July 21st, 2022 07:35 PM
    I've worked with Jason Montoya over the past eight years and six different property transactions, would highly recommend working with Jason on your next loan. Jason is knowledgable, professional and well versed with multiple types of residential...
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    Reply from Owner
    February 13th, 2024 11:59 PM
    Thanks Jason! Appreciate the review!
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    I
    Isabella W
    La Mesa, CA
    Posted on July 19th, 2022 02:30 PM
    Jason is very knowledgeable, communicative, and helpful in navigating the process for a first time home buyer. I really didn't know what to expect going into this experience, but it was clear after the first meeting with Jason that we would...
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    Myrna B
    Posted on July 18th, 2022 03:56 PM
    I interacted with Jason Montoya in the context of securing financing from Finance of America for the purchase of a home. It was a completely new experience for me in the US and I was on a steep learnng curve with regard to the various processes...
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  • SFTP
    A
    Andrew W
    La Mesa, CA
    Posted on July 13th, 2022 01:02 PM
    Solid communication and being on our team looking out for our best interest through the transaction
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    Merced M
    San Diego, CA
    Posted on March 10th, 2022 06:20 AM
    Jason is very knowledgeable. His response to our questions were fast and kept us informed at every stage of the refi.
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    Anthony S
    Chula Vista, CA
    Posted on February 2nd, 2022 05:55 AM
    Jason Montoya is the bomb dot com
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    Jackleen H
    San Diego, CA
    Posted on February 1st, 2022 01:35 AM
    Jason was very informative and was more than happy to answer the phone or tex when I had a question, very happy we got to work with him, made it seem easy.
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    Richard F
    San Diego, CA
    Posted on January 15th, 2022 03:04 AM
    Great communication and great advice. I knew I was in good hands
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    Pao W C
    San Diego, CA
    Posted on December 15th, 2021 03:50 AM
    Jason was patient and amazing every step of the way!
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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®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    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