Analyst / Transaction Coordinator - Commercial Mortgage

2 months ago


Irvine, United States Wilshire Finance Partners Full time
Job DescriptionJob DescriptionAnalyst / 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


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