Loan Officer Assistant

Civic Irvine, California


Description

Founded in 2014 by it’s parent companies Wedgewood Inc. and HMC Assets LLC, CIVIC Financial Services is a well-capitalized lending-arm of the Wedgewood Companies.  CIVIC is a fast growing lender and plays a critical role in the vertically integrated real estate company located in North Redondo Beach.  Wedgewood is a buyer of distressed residential real estate and has completed more than 25,000 fix and flip transactions since its inception.  CIVIC was started to provide synergistic opportunities within the company and to fund business purpose and residential investment loans for real estate buyers and investors. 

The main objective of the Transaction Coordinator is to provide day-to-day support to the assigned Account Executive/Team Lead.  The Transaction Coordinator (TC) will handle administrative duties for loan files, including follow-ups with customers, organization of loan files, and documentation collection. Additionally, they will serve as the assistant to the Office Manager with administrative duties.

What you'll do:

  • Resolve client problems; recommend modifications to products/services
  • Coordinate documentation requirements between customers and third parties
  • Build new loan files in Encompass and generate “Letters of Intent” for borrowers
  • Help maintain the AE’s deals in a company-wide Encompass
  • Keep all documents organized in the internal computer drive; itemize files
  • Maintain loan files from origination to underwriting
  • Vet a deals and look for “red flags” in loan documentation
  • Organize and package documentation requirements for loan files
  • Answer, screen and distribute phone calls for the branch
  • Greet incoming traffic
  • Assists with scheduling and set-up of conference room meetings.
  • Purchase of office supplies and furniture, office equipment, etc., for the entire staff in accordance with company purchasing policies and budgetary restrictions.
What you'll need:
  • Bachelor’s Degree
  • Experience in the mortgage industry as a Loan Processor, Underwriter or Transaction Coordinator
  • Experience working with LOS System/Encompass is a plus
  • Necessary computer programs knowledge and use: Microsoft Outlook (email), Microsoft Word, Microsoft Excel, imaging system and the internet
  • Flexible and ability to adapt to change quickly
  • Critical thinking and problem solving skills
  • Strong organizational and multi-tasking skills
  • Must show strong initiative
  • Must work well in a fast paced team driven environment
What's in it for you:
Wedgewood offers our team members a competitive compensation, 401K, and traditional benefits like medical, dental, and vision.  We also have many additional perks:
• Company Sponsored Outings: Past events have included sporting events, happy hours, parking lot BBQs, bowling and bocce ball tournaments, office theme parties, and more.
• In-house Investment Programs: Participate in the growth and profitability of the company through our in-house investment programs. We also offer home ownership & loan programs.
• Contribute to Your Community: Through our volunteer service, sustainable initiatives, charitable giving, and work with local universities, Wedgewood provides opportunities throughout the year for its employees to give back to the community for the greater good.
 
Wedgewood occupies 50,000 square feet in a state of the art headquarters in Redondo Beach, California and was named Company of the Year by the city in 2015. We also have multiple locations around the country. Wedgewood is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look forward to hearing from you!
Company: Civic Financial Services