Loan Officer Assistant / Transaction Coordinator

ARV Finance Inc.; San Diego (CA); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Hybrid work environment

Job summary

ARV Finance Inc. seeks a proactive Loan Officer Assistant / Transaction Coordinator to drive loans from application to closing in a hybrid San Diego/LA setting. You will onboard borrowers, organize files, and coordinate third-party reports to keep deals moving with speed and accuracy.

You will manage a busy pipeline, communicate with borrowers and partners, and help ensure timely funding. This role blends strong coordination with client service in a private-lending environment.

Qualifications

• 1-3 years in private lending, mortgage processing, or real estate transaction coordination.
• Ability to manage 15–30+ active files with accuracy and reliable follow-through.
• Experience with loan origination systems or CRMs (Encompass, Mortgage Automator) and MS Office.
• Proficient communication with borrowers, brokers, loan officers, and partners.
• Strong organization and initiative to anticipate next steps with minimal prompting.
• Familiarity with investor financing terms (LTV, LTC, ARV, rehab budgets).

Responsibilities

• Onboard borrowers and set up accurate loan files.
• Manage the pipeline from intake to funding and keep records current.
• Coordinate third-party reports and closing documents.
• Provide proactive updates to borrowers, brokers, and loan officers.
• Review reports for completeness and flag gaps or discrepancies.
• Assist closing and funding teams to meet tight timelines.

Skills

Private lending

Pipeline management

CRM systems

Adaptability

Communication

Organization

Tools

Encompass

Mortgage Automator

Microsoft Office

Job description

Loan Officer Assistant / Transaction Coordinator

Location: San Diego or Los Angeles office

Schedule: Hybrid, with at least three workdays per week in office

Position: Full-time

Base salary: $75,000 annually + per file closing bonuses

About ARV Finance

At ARV Finance, we help real estate investors turn opportunities into results. As a private lender specializing in fix- and-flip, ground-up construction, and bridge loans, we provide financing that moves at the pace of real estate investing. Our approach centers on responsive service, practical solutions, and an understanding of what borrowers need to move their projects forward.

Our team works closely with investors, brokers, and industry partners to guide transactions from application through funding. We value people who take ownership, communicate clearly, and follow through. If you enjoy seeing your work, make a direct impact—and helping clients reach the finish line—you’ll find meaningful opportunities to contribute at ARV Finance.

Position Overview

ARV Finance is seeking a proactive, detail-oriented Loan Officer Assistant / Transaction Coordinator to help our originations team move loans efficiently from initial application to closing. This position connects borrowers, loan officers, underwriting, and third-party partners, keeping everyone informed and each file moving forward.

You will manage borrower onboarding, organize loan documentation, coordinate third-party reports, track outstanding conditions, and support closing and funding. With some transactions closing in as little as four to seven days, success requires sound judgment, strong organization, and the ability to anticipate needs and resolve issues before they become delays.

This is an opportunity for someone who enjoys a busy pipeline, takes pride in accurate work, and understands that a smooth transaction depends on both careful coordination and excellent client service.

Key Responsibilities

Borrower Onboarding and File Setup

• Review incoming loan applications for completeness and follow up promptly on missing information.
• Collect and organize borrower and entity documentation, including LLC or corporation records, property information, and rehabilitation budgets or scopes of work.
• Establish accurate, complete loan files in the company’s loan origination system.

Pipeline Management and Communication

• Track active files through intake, processing, underwriting, closing, and funding.
• Maintain current pipeline records, deadlines, outstanding conditions, and next steps.
• Provide proactive updates to borrowers, brokers, real estate agents, and loan officers.
• Identify potential delays, elevate issues promptly, and help coordinate solutions.

Third-Party Coordination

• Order and track appraisals, feasibility studies, title reports, and property insurance documentation.
• Review incoming reports for completeness and flag discrepancies or missing items for the appropriate team member.
• Follow up with vendors and transaction partners to keep deliverables on schedule.
• Assemble preliminary loan packages for underwriting and credit committee review.
• Obtain credit reports and supporting documentation in accordance with company procedures.
• Coordinate the collection and submission of outstanding underwriting conditions.

Closing and Funding Support

• Coordinate with title companies, escrow officers, attorneys, and internal teams to prepare files for closing.
• Obtain settlement statements and other required closing documentation.
• Track outstanding closing requirements and help ensure timely, accurate funding.
• Maintain organized records and complete file updates throughout the transaction.

Required Qualifications

• Relevant experience: One to three years of experience in private lending, hard money lending, mortgage processing, real estate transaction coordination, or a related loan support role.
• Pipeline management: Ability to manage competing deadlines across 15–30 or more active files while maintaining accuracy and consistent follow-through.
• Technology skills: Experience with loan origination systems or CRM platforms, such as Encompass, Mortgage Automator, or comparable tools, along with proficiency in Microsoft Office.
• Communication: Clear, professional, and proactive communication with borrowers, brokers, loan officers, and transaction partners.
• Organization and initiative: Strong attention to detail, ownership of assigned work, and the ability to anticipate next steps with minimal prompting.
• Adaptability: Comfort working in a fast-paced environment where priorities shift and closing timelines can be compressed.
• Preferred industry knowledge: Familiarity with real estate investor financing terminology, including loan-to-value (LTV), loan-to-cost (LTC), after-repair value (ARV), rehabilitation budgets, and assignment fees.

Compensation and Benefits

ARV Finance offers a robust compensation and benefits package designed to reward your contributions and support your well-being. In addition to competitive compensation and per-file closing bonuses, we offer health, dental, and vision insurance options and a 401(k) plan with a company match to help you build for the future. Our hybrid work environment provides flexibility, while opportunities for professional development and career advancement allow you to grow alongside our team.

• Health, dental, and vision insurance options
• 401(k) with company match
• Opportunities to expand your knowledge of private lending and grow into roles in loan origination, underwriting, or transaction management

Benefits are subject to eligibility requirements and applicable plan terms.

Bonus awards are subject to the terms of the applicable bonus program.

Join Our Team

If you enjoy bringing order to a busy pipeline, building strong working relationships, and helping real estate transactions cross the finish line, we’d like to hear from you.

ARV Finance is an equal opportunity employer. We consider qualified applicants without regard to legally protected characteristics and provide reasonable accommodation in the application process and workplace as required by law.