Loan Origination Support Specialist

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

Benefits offered by this job

Discretionary bonus program

Health plans

STD/LTD insurance

Life insurance

Fitness reimbursement

Paid parental leave

Paid time off

ESPP

401K matching

Job summary

Redwood Trust Inc is seeking a Loan Origination Assistant in Mill Valley, CA to support Senior Relationship Managers. You will handle loan intake, borrower communications, and CRM coordination, enabling RMs to focus on originating loans.

Responsibilities include managing pipeline, documenting compliance, and assisting with marketing and outreach. A development path toward Relationship Manager is noted, with comprehensive benefits and a performance-driven bonus program.

Qualifications

• Bachelor's degree preferred in Business, Finance, Real Estate, or related field.
• 1–2 years in mortgage/ commercial lending or financial services.

Responsibilities

• Provide day-to-day sales support to maximize RM time on prospecting and originating loans.
• Coordinate loan intake, borrower follow-up, and documentation.
• Maintain Salesforce records, pipeline updates, and activity tracking.

Skills

Sales support

CRM (Salesforce)

Microsoft Office

Communication skills

Organizational skills

Education

Bachelor's degree in Business, Finance, Real Estate, or related field

Tools

Salesforce

Job description

Redwood Trust Inc is seeking a Loan Origination Assistant in Mill Valley, CA to support Senior Relationship Managers. You will handle loan intake, borrower communications, and CRM coordination, enabling RMs to focus on originating loans.

Responsibilities include managing pipeline, documenting compliance, and assisting with marketing and outreach. A development path toward Relationship Manager is noted, with comprehensive benefits and a performance-driven bonus program.