Mortgage Transaction Coordinator & Sales and Administrative Assistant

$60k - $85k

Wilshire Finance Partners

Irvine, CA

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, Sales & Administrative Assistant

We’re looking for a sharp, experienced Transaction Coordinator, Sales & Administrative 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:

$60,000 to $85,000+
Attractive base salary + performance-based incentives (not a commission-only driven position)

Location:

Irvine, CA (in-office)

What You’ll Do:

Respond to inbound calls and leads quickly
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.

Apply

Vacancy posted 22 days ago

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