Loan Origination Analyst/Assistant

Key Responsibilities

Production & Origination

• Assist in intake, preparing, and analyzing, bridge and permanent loans backed by real estate.
• Qualify inbound leads and conduct preliminary financial/property analysis and market data reviews.
• Support borrower documentation collection and help organize files for underwriting and closing.
• Prepare loan quotes, term sheets, and pitch materials.

Transaction Management

• Coordinate due diligence items and third-party reports (appraisals, environmental, legal, etc.).
• Serve as liaison between borrowers, brokers, attorneys, and internal underwriting/funding teams.
• Track timelines, identify potential delays, and ensure smooth transaction execution.
• Review loan files for completeness and compliance with internal policies.
• Prepare deal packages for credit committee review.

Marketing & Client Support

• Support marketing campaigns, including preparing and sending email blasts, loan quotes, and client communications.
• Assist in creating presentations, outreach materials, and follow-up correspondence.
• Contribute to borrower and broker relationship-building activities.

Administrative & Operational

• Manage CRM entry, utilization, and pipeline tracking.
• Maintain organized records of active deals and closed transactions.
• Update internal dashboards, trackers, and portfolio data.
• Draft summary memos and manage scheduling/administrative tasks for the senior loan officer.

Qualifications

·                Bachelor’s degree in Business, Finance, Real Estate, or related field (or equivalent experience).

·                1–3 years of experience in commercial lending, mortgage banking, real estate, or financial services preferred.

·                Real estate experience or coursework completion strongly preferred.

·                Prior leadership roles in student organizations, athletics, or comparable activities strongly valued.

·                Demonstrated interest in real estate investment or real estate debt.

·                Strong organizational and project management skills; ability to manage multiple deals simultaneously.

·                Excellent written and verbal communication skills with client-facing professionalism.

·                Proficiency in Microsoft Office (Excel, Word, PowerPoint)

·                Self-starter with strong attention to detail and a willingness to learn.

·                Must be based in Orange County, CA, with ability to work in-office in Costa Mesa at least three days per week.