Mortgage Transaction Coordinator & Sales Admin - Growth Role

Wilshire Finance Partners; Irvine (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Wilshire Finance Partners in Irvine, CA seeks a Mortgage Transaction Coordinator, Sales & Administrative Assistant to support a commercial real estate mortgage team. You’ll respond to inbound calls, pre-qualify borrowers, collect documents, and manage high-volume loan inquiries while providing administrative support.

Ideal candidates have mortgage lending experience, strong phone presence, excellent organization, and proficiency with CRM systems and Excel.

Qualifications

• Mortgage lending experience is required.
• Strong phone presence and follow-up skills.
• Extremely organized and detail-oriented.
• Comfortable with CRM systems and Excel.

Responsibilities

• Respond to inbound calls and leads quickly.
• Pre-qualify properties and borrowers.
• Collect documents and information.
• Manage high-volume loan inquiries.
• Follow up to move deals forward; support team.
• Other administrative support

Skills

Mortgage lending experience

Phone follow-up

Organizational skills

CRM systems

Excel

Tools

CRM systems

Excel

Job description

Wilshire Finance Partners in Irvine, CA seeks a Mortgage Transaction Coordinator, Sales & Administrative Assistant to support a commercial real estate mortgage team. You’ll respond to inbound calls, pre-qualify borrowers, collect documents, and manage high-volume loan inquiries while providing administrative support.

Ideal candidates have mortgage lending experience, strong phone presence, excellent organization, and proficiency with CRM systems and Excel.