Production Assistant, CoreVest

Reit Tv; Irvine, Northern (CA, KY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus

Health plans

STD/LTD

Life insurance

Fitness reimbursement

Paid parental leave

Volunteer time

Paid Time off

ESPP

401K matching

Job summary

CoreVest is seeking a Senior Sales Assistant (Production Assistant) to support one or more Relationship Managers by handling loan intake, borrower follow-up, and document collection. The role drives efficiency by maintaining Salesforce records, coordinating with processing and underwriting, and generating pipeline reports.

The position emphasizes analytics for larger or complex transactions and offers a developmental path toward becoming a Relationship Manager.

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.

Responsibilities

• 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.
• Assist with business development activities by coordinating outreach and maintaining organized prospect management.
• Build and maintain prospecting lists.
• Coordinate marketing campaigns and referral partner communications.
• Execute RM-approved borrower and referral outreach.
• Re-engage inactive prospects and prior borrowers.
• Track marketing activity and customer engagement within Salesforce.
• Maintain accurate contact records and CRM hygiene.
• Respond to routine borrower inquiries.
• Coordinate status updates throughout the loan process.
• Assist with post-closing follow-up.
• Coordinate extension and refinance opportunities.
• Escalate relationship-sensitive matters to the RM when appropriate.
• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Assist with loan sizing and structuring scenarios.
• Draft preliminary credit memoranda.
• Gather financial information needed for underwriting.

Skills

Communication skills

Organizational skills

Project management

CRM experience

Education

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

Tools

Salesforce

Microsoft Office

Job description

Small Balance Lending | CoreVest Position Summary The Senior Sales Assistant (Production Assistant) is a dedicated sales support professional responsible for maximizing the productivity of one or more Senior Relationship Managers (RMs). This role exists to remove administrative, operational, and sales support responsibilities from the RM, enabling them to focus almost exclusively on originating new business, developing referral relationships, and closing loans. The Senior Sales Assistant serves as the RM's primary operational partner by managing pipeline activities, borrower communications, Salesforce administration, marketing coordination, application intake, and document collection. On larger or more complex transactions, the role also provides analytical support through cash flow modeling, loan structuring, and preliminary credit memo preparation. This position is designed as a developmental role with the opportunity to grow into a Relationship Manager (Originator). Primary Responsibilities Sales Support & Pipeline Management (Primary Focus) 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.

Prospecting & Marketing Support Assist the RM with business development activities by coordinating outreach and maintaining organized prospect management.

Responsibilities include

• Build and maintain prospecting lists.
• Coordinate marketing campaigns and referral partner communications.
• Execute RM‑approved borrower and referral outreach.
• Re‑engage inactive prospects and prior borrowers.
• Track marketing activity and customer engagement within Salesforce.
• Maintain accurate contact records and CRM hygiene.

Borrower & Relationship Support Serve as the operational liaison for borrowers while allowing the RM to focus on relationship development.

Responsibilities include

• Respond to routine borrower inquiries.
• Coordinate status updates throughout the loan process.
• Assist with post‑closing follow‑up.
• Coordinate extension and refinance opportunities.
• Escalate relationship‑sensitive matters to the RM when appropriate.

Credit & Analytical Support (Secondary Responsibility) Support the RM and Underwriting on larger or more complex opportunities.

Responsibilities may include

• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Assist with loan sizing and structuring scenarios.
• Draft preliminary credit memoranda.
• Gather financial information needed for underwriting.

These responsibilities are secondary to the role's core sales support function and are performed primarily for larger or more complex transactions. 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.

Successful candidates will

• Increase RM prospecting capacity by removing operational and administrative responsibilities.
• Maintain organized, accurate Salesforce records and pipeline reporting.
• Deliver exceptional borrower service throughout the lending process.
• Coordinate effectively across Sales, Processing, Underwriting, and Operations.
• Assist in preparing larger, more complex loan opportunities without replacing the underwriting function.

A reasonable estimate of the compensation range for this role is $70,000-80,000. The actual salary offer to the successful candidate will be based on job‑related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including:

• discretionary corporate bonus program
• multiple health plans
• STD and LTD options
• company sponsored life insurance
• fitness reimbursement
• paid parental leave
• time to volunteer
• Paid Time off
• ESPP
• 401K matching

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.