Loan Origination & Sales Support Specialist

Redwood Trust, Inc.; Irvine (CA); Hybride; USD 71 000 - 81 000; Plein temps

Avantages offerts par ce poste

Bonus program

Health plans

STD/LTD options

Life insurance

Fitness reimbursement

Parental leave

Volunteer time

PTO

ESPP

401K matching

Résumé du poste

Redwood Trust, Inc. is seeking a Sr. Sales Assistant in Irvine, CA to support Senior Relationship Managers by managing the loan intake, borrower communications, and CRM activity. This developmental role aims to grow you into an Relationship Manager as you handle prospecting, pipeline coordination, and marketing support.

You will assist with analytics, cash flow modeling, and loan structuring for larger transactions while maintaining strong client service throughout the lending process.

Qualifications

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

Responsabilités

• 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.

Connaissances

Organizational skills

Project management

Communication (written & verbal)

CRM proficiency

Microsoft Office

Salesforce

Formation

Bachelor’s degree in Business/Finance/Real Estate or related field

Outils

Salesforce

Microsoft Office

Description du poste

Redwood Trust, Inc. is seeking a Sr. Sales Assistant in Irvine, CA to support Senior Relationship Managers by managing the loan intake, borrower communications, and CRM activity. This developmental role aims to grow you into an Relationship Manager as you handle prospecting, pipeline coordination, and marketing support.

You will assist with analytics, cash flow modeling, and loan structuring for larger transactions while maintaining strong client service throughout the lending process.