Mortgage Transaction Coordinator & Sales and Administrative Assistant

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

Benefits:

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Mortgage Transaction Coordinator, Sales & Administrative Assistant

We’re looking for a sharp, experienced Transaction Coordinator, Sales & Administrative Assistant to join our commercial real estate mortgage team.

This role is built for someone who thrives on client interaction, follow-up, identifying good opportunities, and turning them into funded loans.

Compensation:

• $60,000 to $85,000+
• Attractive base salary + performance-based incentives (not a commission-only driven position)

Location:

• Irvine, CA (in-office)

What You’ll Do:

• Respond to inbound calls and leads quickly
• Pre-qualify properties and borrowers
• Collect documents and information
• Manage waves of high-volume of loan inquiries
• Follow up consistently to move deals forwardSupport other team members
• Other administrative support

What We’re Looking For:

• Mortgage lending experience
• Some multifamily (5+ units) and/or commercial mortgage processing experience highly desired
• Consideration may be given to individuals with strong baseline of residential processing and/or pre-underwriting experience who demonstrate a combination of desire, ability and tenacity to learn
• Strong phone presence and follow-up skills
• Extremely organized and detail-oriented
• Comfortable managing CRM systems and using Excel and other Microsoft office software
• Ability to multi-task & wear multiple hats
• Professional appearance and demeanor

Why This Role is Different:

• Balance sheet lender (not a broker)
• Higher loan amounts
• High lead volume and selective loan approvals
• No shortage of inquiries, but a selective focus on loan quality over quantity
• Base salary + performance-based incentives
• Impactful positive contributions recognized
• Member of a small collegial team