Mortgage Transaction Coordinator & Assistant

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.