Unknown Company

Real Estate & Mortgage Operations Associate

cupertino, ca • Posted 1 weeks ago
Onsite Full Time Finance

Responsibilities

Licensing & Compliance

  • Maintain and update DRE (Department of Real Estate) and NMLS licenses for the company and associated entities.
  • Monitor renewal deadlines and ensure all licenses remain active and in good standing.
  • Prepare and submit changes for branch licensing, company licensing, sponsorships, and regulatory updates.
  • Assist with compliance audits and documentation across both real estate and mortgage operations.

Commission Management & Company Transactions

  • Assist with commission disbursement, ensuring accuracy and timely payouts across multiple entities.
  • Support accounting and finance teams with transaction reconciliation between companies.
  • Track commissions, referrals, company splits, and inter‑company adjustments.

Lender Program & Channel Setup

  • Help enroll the company into lender programs as a broker for both wholesale and correspondent channels.
  • Maintain updated lender credentials, contacts, and onboarding documents.
  • Ensure approved lender lists are current for loan officers.

Loan Program & Marketing Coordination

  • Work with the Marketing Team to update loan program sheets, pricing flyers, and marketing materials.
  • Ensure program updates are accurate, compliant, and distributed to the sales team promptly.
  • Maintain and manage company accounts for LOS (Loan Origination System) platforms such as LendingPad, Encompass, or other systems in use.
  • Oversee access and permissions for CRM, LOS, compliance portals, and software subscriptions.
  • Report system issues and coordinate with vendors as needed.

Qualifications

  • 1–3 years of experience in real estate or mortgage operations preferred.
  • Understanding of DRE, NMLS, and general compliance requirements is a strong plus.
  • Familiarity with LOS platforms (LendingPad, Encompass, ARIVE, etc.) preferred.
  • Highly organized, detail‑oriented, and capable of managing multiple tasks and deadlines.
  • Strong communication and problem‑solving skills.
  • Proficient with Google Workspace, Excel, CRMs, and digital filing systems.
  • Ability to work on‐site in Mesa, AZ.

Seniority level: Entry level

Employment type: Full‑time

Job function: Management and Manufacturing

Industries: Investment Management

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Real Estate & Mortgage Operations Associate in cupertino at Unknown Company

This position is listed as full time and onsite.

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