We are proud to represent a fast-growing, client-focused mortgage brokerage in Irvine that is redefining the home financing experience. As a Customer Service Representative on a contract to permanent basis, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction. What You’ll Do Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships. Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership. Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service. What We’re Looking For Sales Savvy: Strong communication and relationship-building skills with a passion for helping people. Goal-Oriented: Motivated by targets and thrives in a fast-paced environment. Tech-Comfortable: Experience with CRM systems and digital communication tools. Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services Why Join Us? Growth Potential: Contract-to-permanent with clear pathways for advancement to loan officer (we will sponsor loan officer certifications). Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off! Supportive Culture: Work with a team that values integrity, collaboration, and innovation. Impactful Work: Help clients achieve one of life’s biggest milestones homeownership. Competitive Compensation: Base pay plus performance incentives once hired on.
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage in Irvine that is redefining the home financing experience.</p><p>As a Customer Service Representative on a contract to hire basis, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p>Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul><p><br></p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Santa Ana, California. This role will support the efficient processing of loan-related documentation and assist in maintaining organization within a fast-paced environment. This is an excellent opportunity for someone with strong administrative skills and experience in the mortgage industry to contribute to a collaborative team.<br><br>Responsibilities:<br>• Organize and process loan documents, ensuring accuracy and compliance with company standards.<br>• Enter and update data into company systems using BitePro and Microsoft Office applications.<br>• Collaborate with team members to manage workload and meet deadlines effectively.<br>• Communicate with internal stakeholders to address inquiries and resolve issues.<br>• Maintain an organized filing system for loan documentation and related records.<br>• Support the team in handling administrative tasks and ensuring smooth operations.<br>• Review and verify the completeness of loan files before submission.<br>• Assist with tracking and sending necessary documents to custodians.<br>• Ensure confidentiality and security of sensitive information.<br>• Adapt to changing priorities and assist with additional administrative tasks as needed.
<p>We are looking for a skilled <u>Commercia</u>l Loans Specialist to join our team in Los Angeles, California. In this role, you will focus on compliance analysis and support the management of commercial loan portfolios. This is a long-term contract position requiring someone with strong attention to detail and experience in loan servicing, monitoring, and documentation.</p><p><br></p><p>Responsibilities:</p><p>• Organize and prepare loan files for sorting, uploading, or scanning to the imaging center.</p><p>• Ensure loan files, whether in physical or electronic format, are maintained to meet audit standards.</p><p>• Create and manage borrower and guarantor profiles, as well as reporting and financial covenants in the loan monitoring system.</p><p>• Update customer profiles and covenants based on credit approvals or loan agreements within the loan monitoring system.</p><p>• Assist Relationship Managers and Portfolio Managers with inquiries and system-related issues regarding loan monitoring processes.</p><p>• Generate regular portfolio management and monitoring reports within the loan tracking system.</p><p>• Oversee insurance requirements for new loans and ensure existing policies remain current.</p><p>• Review executed loan and credit documents to confirm proper signatures, dates, and initials.</p><p>• Facilitate loan closings and collaborate with Operations and Compliance teams to approve, book, and fund loans.</p><p>• Support audits and respond to audit-related requests as needed.</p>
<p>Under direction, performs a variety of professional level accounting duties involved in preparing, maintaining, analyzing, verifying, and reconciling complex financial transactions, statements, records, and reports; maintains the accuracy of the Agency’s ledgers financial systems; assists in the preparation and reconciliation of assigned reports, annual audit, and year end closing.</p><p><br></p><p>ESSENTIAL DUTIES AND RESPONSIBILITIES</p><p>In addition to all components of the above position summary the following “Essential Duties and Responsibilities” are essential to successful performance in this position:</p><p>• Perform daily activities such as receive checks, post receipts and prepare deposits; review and post payable invoices; review and post tenant billing adjustments; review and post prepayment application to open charges, and; update gross sales reports</p><p>• Monthly accounting close process, including recordation of monthly operational activity</p><p>• Monthly preparation of schedules to support the balance sheet and income recordation</p><p>• Record monthly rental income, ancillary income, and reconcile cash receipts</p><p>• Prepare monthly bank reconciliations</p><p>• Record and amortize prepaid items such as insurance, loan fees and deferred income</p><p>• Maintain fixed assets, calculate and record monthly depreciation and amortization expense</p><p>• Works with Controller to determine most effective procedures and drafts accounting & finance policies and procedures. As appropriate assists in the implementation of such policies and procedures.</p><p>• Reconcile security deposits to the subsidiary ledger monthly</p><p>• Accrue all property taxes, which includes understanding how property taxes are calculated</p><p>• Record debt service monthly, including principal amortization, interest expense, escrow accounts</p><p>• Understand how to analyze and record bad debt expenses and prepaid rent</p><p>• Record payroll semi-monthly</p><p>• Record monthly accrued liabilities, including utility expenses, debt service, etc.</p><p>• Record management fee expenses, asset management fees, and other G& A expenses monthly</p><p>• Work with Controller for proper capitalization of fixed assets and operational expenses</p><p>• Conduct monthly comparison of income and expenses to budget with follow-up and explanations for significant variances</p><p>• Complete analysis of financial data and assist with ad hoc projects</p><p>• Prepare monthly financial statement reporting for investors and lenders</p><p>• Monthly forecasting of income, expenses, and cash flow analysis</p><p>• Quarterly consolidation of financial data</p><p>• Prepare the annual budget</p><p>• Assist with annual audit with outside auditors</p><p>• Performs other related duties as assigned</p><p>• Ensure financial records are maintained in compliance with Generally Accepted Accounting Practices (GAAP) and Agency policies and procedures.</p><p><br></p>
