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 Assistant

We’re looking for a sharp, experienced Transaction Coordinator & Sales 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 of loan inquiries

Follow up consistently to move deals forward

Support other team members

Other administrative support

What We’re Looking For:

Mortgage lending experience (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

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.