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

Health insurance

Dental insurance

Paid time off

Training & development

Opportunity for advancement

Vision insurance

Job summary

Wilshire Finance Partners in Irvine, CA seeks a Transaction Coordinator, Sales & Administrative Assistant to join their mortgage team. The ideal candidate thrives on client interaction and has mortgage lending experience.

This role involves responding to inquiries, pre-qualifying borrowers, and managing loan documents. A competitive salary of $60,000 to $85,000+ is offered, alongside performance-based bonuses and benefits including health and dental insurance.

Qualifications

• Mortgage lending experience (some commercial mortgage processing preferred).
• Ability to multi-task and manage various roles.
• Strong follow-up skills and detail-oriented.

Responsibilities

• Respond to calls and leads quickly.
• Pre-qualify properties and borrowers.
• Manage high-volume loan inquiries.

Skills

Mortgage lending experience

Strong phone presence

Organizational skills

CRM management

Multi-tasking

Tools

Microsoft Office

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+

Base salary + performance-based incentives

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 loan inquiries
• Follow up consistently to move deals forward
• Support other team members
• Other administrative support

What We’re Looking For

• Mortgage lending experience (some commercial mortgage processing experience highly desired)
• Strong phone presence and follow-up skills
• Extremely organized and detail-oriented
• Comfortable managing CRM systems and using 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

To Apply

Send your resume and a short note on why you’re our next team member.