Loan Origination Assistant: Path to Relationship Manager

Corevest; Mill Valley (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus

Health plans

STD/LTD options

Life insurance

Fitness reimbursement

Paid parental leave

Volunteer time off

Paid time off

ESPP

401K matching

Job summary

CoreVest is seeking a Loan Origination Assistant in Mill Valley, CA to support Senior Relationship Managers by handling pipeline, borrower communications, and loan intake. You will coordinate with processing, underwriting, and operations to move transactions forward and maintain CRM hygiene.

The role offers a path to become a Relationship Manager, with exposure to cash flow modeling and loan structuring on larger deals.

Qualifications

• Bachelor's degree in Business, Finance, Real Estate, or related field preferred.
• 1-2 years of experience in mortgage lending or related financial services.
• Experience supporting loan originators or sales teams.
• Working knowledge of mortgage lending (commercial or residential).
• Strong organizational and project management skills.
• Excellent written and verbal communication.
• Advanced proficiency with Microsoft Office and Salesforce or other CRM platforms.
• Strong analytical skills with the ability to interpret financial information.

Responsibilities

• Provide comprehensive day-to-day support that allows the assigned RM to maximize time spent on prospecting and originating loans.
• Responsibilities include: Manage inbound applications and coordinate loan intake.
• Serve as the primary point of contact for borrower follow-up throughout the application process.
• Collect, track, and resolve outstanding documentation.
• Coordinate with processing, underwriting, operations, and servicing teams to keep transactions moving.
• Monitor pipeline status and proactively identify stalled files.
• Maintain accurate Salesforce records, pipeline updates, and activity tracking.
• Generate pipeline reports and assist with forecasting.
• Coordinate calendars, prospect meetings, and follow-up activities.
• Protect the RM's prospecting schedule by minimizing administrative interruptions.
• Assist the RM with business development activities by coordinating outreach and maintaining organized prospect management.
• Build and maintain prospecting lists.
• Coordinate marketing campaigns and referral partner communications.
• Execute RM-approved borrower and referral outreach.
• Re-engage inactive prospects and prior borrowers.
• Track marketing activity and customer engagement within Salesforce.
• Maintain accurate contact records and CRM hygiene.
• Serve as the operational liaison for borrowers while allowing the RM to focus on relationship development.
• Respond to routine borrower inquiries.
• Coordinate status updates throughout the loan process.
• Assist with post-closing follow-up.
• Coordinate extension and refinance opportunities.
• Escalate relationship-sensitive matters to the RM when appropriate.
• Support the RM and Underwriting on larger or more complex opportunities.
• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Assist with loan sizing and structuring scenarios.
• Draft preliminary credit memoranda.
• Gather financial information needed for underwriting.

Skills

Organizational skills

CRM (Salesforce)

Financial analysis

Communication skills

Education

Bachelor's degree in Business/Finance/Real Estate

Tools

Salesforce

Microsoft Office

Job description

CoreVest is seeking a Loan Origination Assistant in Mill Valley, CA to support Senior Relationship Managers by handling pipeline, borrower communications, and loan intake. You will coordinate with processing, underwriting, and operations to move transactions forward and maintain CRM hygiene.

The role offers a path to become a Relationship Manager, with exposure to cash flow modeling and loan structuring on larger deals.