Mortgage Transaction Coordinator & Sales and Administrative Assistant

Benefits:

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

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.

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

• Irvine, CA (in-office)

• Respond to inbound calls and leads quickly
• Pre‑qualify properties and borrowers
• Collect documents and information
• Manage waves of high‑volume loan inquiries
• Follow up consistently to move deals forward
• Support other team members
• Other administrative support

• 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

• 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