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Mortgage Transaction Coordinator & Sales and Administrative Assistant

Wilshire Finance Partners
Posted 2 months ago, valid for 20 days
Location

Irvine, CA 92614, US

Salary

$60,000 - $85,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off

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Sonic Summary

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  • We are seeking an experienced Mortgage Transaction Coordinator and Sales & Administrative Assistant to join our commercial real estate mortgage team in Irvine, CA.
  • The position requires mortgage lending experience, strong phone presence, and exceptional organizational skills, with a preference for candidates with some commercial mortgage processing experience.
  • The compensation for this role ranges from $60,000 to $85,000+, including a base salary and performance-based incentives.
  • Key responsibilities include responding to leads, pre-qualifying properties and borrowers, managing high volumes of loan inquiries, and providing administrative support to the team.
  • This role offers various benefits such as health and dental insurance, paid time off, and opportunities for advancement and training.
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聽

We鈥檙e 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+聽
  • Attractive base salary + performance-based incentives (not a commission-only driven position)
Location:

  • Irvine, CA (in-office)
What You鈥檒l Do:

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

  • Mortgage lending experience聽
    • 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聽
  • Ability to multi-task & wear multiple hats
  • Professional appearance and demeanor聽
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:

路聽 聽 聽 聽Send your resume and a short note on why you鈥檙e our next team member.



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