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Analyst / Transaction Coordinator - Commercial Mortgage

Wilshire Finance Partners

Analyst / Transaction Coordinator - Commercial Mortgage

Irvine, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    Competitive salary

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Bonus based on performance

    Analyst / Transaction Coordinator – Commercial Mortgage

    Wilshire Finance Partners, a California based is real estate finance and investment company, is looking for an experienced, licensed Transaction Coordinator to join our team.

    Primary Objectives

    Assists in the initial screening of multifamily and commercial real estate loan requests and preparing loan packages according to the company’s programs, policies and procedures

    Assists processors and underwriters in the preparation and review of loan requests

    Communicates with internal and external business partners

    Assists with the closing process

    Maintains the client relationship management (CRM) system

    Assists with data gathering, data input and market research

    Manages the loan calendar to ensure timely processing and efficiency

    Is proactive and stays ahead of transactions to identify potential issues, increase efficiency and guide transactions to closing

    Performs other administrative tasks, such as making telephone calls and booking appointments

    Performs other duties as assigned

    Provides exceptional customer service

    Qualifications

    3+ years of related experience

    Knowledge and understanding of multifamily and commercial real estate mortgage requirements

    Advanced experience with Microsoft Office systems, including, Excel

    Demonstrated experience analyzing and interpreting data and information

    Prior mortgage lending sales or related sales experience

    Attention to detail

    Strong communication skills

    Ability to multitask

    Associates Degree

    California Department of Real Estate License

    Compensation and Benefits

    Competitive compensation (salary plus bonuses)

    Medical and dental benefits

    Paid time off

    Professional development

    Location and Hours

    On-site in Irvine, California

    Monday to Friday, 8:30 am to 5:30 pm