Commercial Mortgage Transaction Coordinator

4 weeks ago


Irvine, California, United States Wilshire Finance Partners Full time
Job Description

Wilshire Finance Partners, a California-based real estate finance and investment company, is seeking a highly skilled Transaction Coordinator with commercial mortgage experience to support the team in Irvine, California.

Key Responsibilities:
  • Review and analyze multifamily and commercial real estate loan requests to ensure compliance with company and investor guidelines.
  • Prepare comprehensive loan packages, including all necessary documentation and information.
  • Coordinate the loan closing process, ensuring timely and efficient completion.
  • Assist with portfolio management, maintaining accurate records and data.
  • Communicate effectively with internal and external business partners, providing exceptional customer service.
  • Maintain the client relationship management (CRM) system, ensuring up-to-date information and accurate tracking.
  • Conduct data gathering, data input, and market research to support transaction coordination and analysis.
  • Identify potential issues, increase efficiency, and guide transactions to closing, ensuring proactive and timely resolution.
Requirements:
  • Minimum 3+ years of related experience with multifamily and commercial real estate mortgages.
  • 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 and strong organizational skills.
  • Excellent communication and customer service skills.
  • Ability to multitask and prioritize tasks effectively.
  • Associates Degree or equivalent.
  • California Department of Real Estate License is desired, but not required.
Benefits:
  • Competitive compensation (base salary plus bonuses).
  • Medical and dental benefits.
  • Paid time off.
  • Professional development opportunities.


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