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Mortgage Transaction Coordinator & Assistant

$70k - $85k

Wilshire Finance Partners

Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
Mortgage Transaction Coordinator & Assistant 

We’re looking for a sharp, experienced Mortgage Transaction Coordinator & Assistant to join our commercial real estate mortgage team.

This role is built for someone who thrives on client interaction, follow-up, identifying good opportunities, and turning them into funded loans.

Compensation:

  • $70,000 to $85,000 base salary
  • Additional performance-based incentives
Location:

  • Irvine, CA (in-office)
What You’ll Do:

  • Respond to inbound calls and leads quickly
  • Help pre-qualify properties and borrowers
  • Collect documents and information 
  • Manage waves of high-volume of loan inquiries 
  • Follow up consistently to move deals forward
  • Support other team members 
  • Other administrative support
What We’re Looking For:

  • Mortgage lending experience
    • Some multifamily (5+ units) and/or commercial mortgage processing experience highly desired
    • Consideration may be given to individuals with strong baseline of residential processing and/or pre-underwriting experience who demonstrate a combination of desire, ability and tenacity to learn
  • Strong phone presence and follow-up skills
  • Extremely organized and detail-oriented
  • Comfortable managing CRM systems and using Excel and other Microsoft office software 
  • Ability to multi-task & wear multiple hats
  • Professional appearance and demeanor 
Why This Role is Different:

  • Balance sheet lender (not a broker)
  • Higher loan amounts
  • High lead volume and selective loan approvals
    • No shortage of inquiries, but a selective focus on loan quality over quantity
  • Base salary + performance-based incentives
    • Impactful positive contributions recognized
  • Member of a small collegial team
To Apply:

· Send your resume and a short note on why you’re our next team member.

Vacancy posted 25 days ago
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