Mortgage Transaction Coordinator and Sales Assistant

Wilshire Finance Partners • Irvine, CA

3d • Onsite

About The Position

We’re looking for a sharp, experienced Transaction Coordinator & Sales 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. We operate in a boutique environment with institutional sophistication, which allows for a more creative, flexible, and forward-thinking culture. Equipped with ambition and a results-driven mindset, our team works closely together on many engagements to bring unique, solutions-focused opportunities to our clients. At our firm, teamwork is more than a word here—it defines our culture. Collaboration raises our game and brings our best ideas to the table. Plus, it’s an exciting way to learn and grow. It also levels up our service to clients and provides them with greater perspective. With the ability to serve a range of clients with diverse goals, our team gains broad experience and industry knowledge needed to grow and develop in their careers. Additionally, they have access to a variety of resources that can be leveraged to enhance their current position or lead to advancement within the firm, including administrative support, marketing resources, mentorship and training programs, and innovative technology.

Requirements

• Mortgage lending experience (commercial mortgage highly desired)
• Strong phone presence and follow-up skills
• Extremely organized and detail-oriented
• Comfortable managing CRM systems and using Microsoft office software
• Ability to multi-task
• Professional appearance and demeanor

Responsibilities

• 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

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees