Job Description
Responsive recruiter
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.
Compensation: $60,000.00 - $85,000.00 per year
Join Our Team
At Wilshire Finance Partners, 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.
Numbers & Facts
| Location | Irvine, California |
| Industry | Banking |
| Company Size | 10 to 19 employees |
| Year Founded | 2008 |
| Website | http://www.wilshirefp.com/ |
About Company
Wilshire Finance Partners | Real Estate Finance & Investments
Wilshire Finance Partners is a leading real estate investment firm and portfolio lender providing wealth-building solutions for investors and borrowers. Our focus on stable income, principal protection and higher yields, combined with our highly rated customer service, makes Wilshire the go to resource for alternative investments. Entrepreneurial and growing, Wilshire is an organization that is well positioned in a growing market niche.
We provide attractive capital solutions to borrowers from our strong lending culture, commitment to exceptional performance and uncompromising integrity. Wilshire Finance Partners is a direct balance sheet lender specializing in small balance apartment and commercial real estate bridge loans in the Western U.S., Texas and Florida. Wilshire’s loan programs offer an alternative to traditional, highly regulated lenders by providing borrowers with a streamlined, flexible and commercial real estate centric approach. As a balance sheet lender, our business development officers have the competitive advantage of using our internal funding platform to close bridge loans.
Skills
- Administrative Skillsunmatched
- Balance Sheetunmatched
- Brokerageunmatched
- Commercial Property Loansunmatched
- Cross-Functionalunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM) Systemsunmatched
- Customer Support/Serviceunmatched
- Dental Insuranceunmatched
- Detail Orientedunmatched
- Follow Throughunmatched
- Health Insuranceunmatched
- Loan Approvalunmatched
- Loan Fundingunmatched
- Loansunmatched
- Marketingunmatched
- Mentoringunmatched
- Microsoft Excelunmatched
- Microsoft Officeunmatched
- Mortgageunmatched
- Mortgage Lendingunmatched
- Multitaskingunmatched
- Organizational Skillsunmatched
- Sales Administrationunmatched
- Systems Administration/Managementunmatched
- Team Playerunmatched
- Telephone Skillsunmatched
- Training Programunmatched
- Training/Teachingunmatched
- Underwritingunmatched
- Vision Planunmatched
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