Mortgage Transaction Coordinator & Sales and Administrative Assistant

Wilshire Finance Partners

Irvine, California

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JOB DETAILS

SKILLS

Administrative Skills, Balance Sheet, Brokerage, Commercial Property Loans, Cross-Functional, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Follow Through, Health Insurance, Loan Approval, Loan Funding, Loans, Marketing, Mentoring, Microsoft Office, Mortgage, Mortgage Lending, Multitasking, Organizational Skills, Sales Administration, Systems Administration/Management, Team Player, Telephone Skills, Training Program, Training/Teaching, Vision Plan

LOCATION

Irvine, California

POSTED

18 days ago

Responsive recruiter

Replies within 24 hours

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+
Base salary + performance-based incentives

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 commercial mortgage processing experience 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 & 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.

About the Company

Wilshire Finance Partners

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.

COMPANY SIZE

10 to 19 employees

INDUSTRY

Banking

FOUNDED

2008

WEBSITE

http://www.wilshirefp.com/