Summary
Overview
Work History
Accomplishments
PERFORMANCE METRICS
Certification
Timeline
Generic

Josiah Perez

San Diego

Summary

Mortgage loan originator with sustained production growth and accelerated advancement within a competitive brokerage platform. Recognized nationally for performance and disciplined execution within institutional lending environments.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Executive Loan Officer

Global Equity Finance
01.2026 - Current
  • Originated $3,000,000+ in 2026 year-to-date production
  • Structured DSCR, bank statement, and asset utilization loans within institutional underwriting guidelines
  • Performed comprehensive borrower income analysis, credit evaluation, and debt-to-income modeling
  • Led and managed internal production support team to increase operational throughput and submission quality
  • Implemented workflow systems to ensure consistent file integrity and timely closings

Senior Loan Officer

Global Equity Finance
01.2025 - 01.2026
  • Originated $15,000,000 across 80 funded transactions
  • Increased unit production 33% year-over-year
  • Recognized as Top Senior Loan Officer – Companywide (2025)
  • Awarded Top 1% Loan Officer Nationally (2025) by United Wholesale Mortgage
  • Oversaw support personnel to enhance scalability and documentation precision

Junior Loan Officer

Global Equity Finance
01.2024 - 01.2025
  • Originated $12,000,000 across 60 funded transactions
  • Recognized as Top Junior Loan Officer – Companywide (2024)
  • Awarded Fastest Growing Loan Officer of the Year (2024) by United Wholesale Mortgage
  • Developed outbound prospecting framework generating consistent borrower acquisition

Accomplishments

  • Non-QM / Private Equity Loans
  • Stated Income/Business Purpose Loans
  • Bank Statement & DSCR Lending
  • Strategic & Creative Financing
  • Program/Guideline Knowledge & Expertise

PERFORMANCE METRICS

  • Total Volume: $30,000,000+
  • Total Transactions: 150
  • Average Loan Size: $200,000
  • 33% Unit Growth (2024–2025)
  • Three Promotions in Three Years
  • National Top 1% Producer (2025)

Certification

  • NMLS Licensed Mortgage Loan Originator
  • Licensed in California, Arizona, New Mexico, Kansas, Pennsylvania, and North Carolina

Timeline

Executive Loan Officer

Global Equity Finance
01.2026 - Current

Senior Loan Officer

Global Equity Finance
01.2025 - 01.2026

Junior Loan Officer

Global Equity Finance
01.2024 - 01.2025
Josiah Perez