Mortgage Loan Originator

About the role

This Investment Real Estate Mortgage Loan Originator role is centered on deploying capital for residential investment properties within the Sherman Bridge and New Western ecosystem. You will act as a primary liaison between sophisticated real estate investors and the capital markets facilitated by New Western. In this capacity, you will own the full cycle of residential investment loan origination from initial investor contact to closing. The position requires you to translate complex investor strategies into clear, actionable financing structures that mitigate risk and accelerate deal execution. You will leverage deep market knowledge to serve both New Western-sourced clients and external investor networks in the Los Angeles region. Success in this role means building trust as a reliable financing advisor who consistently delivers certainty and speed under tight market conditions. You will be responsible for maintaining the integrity of the pipeline while actively expanding relationships within the investment community.

Key facts

What you'll do

• Conduct comprehensive intake sessions with real estate investors to capture objectives, risk tolerance, and precise deal parameters for residential investment properties.
• Design tailored financing structures that align with property scope, project timelines, and the specific requirements of fix-and-flip or buy-and-hold strategies.
• Guide documentation workflows rigorously to ensure every file meets internal standards before submission for underwriting reviews.
• Drive proactive review checkpoints to clarify disclosures, conditions, and pricing, thereby building investor confidence and transparency.
• Coordinate closing activities with precision, removing potential obstacles to keep settlement dates predictable and reliable for all parties.
• Forge strategic partnerships with New Western agents to synchronize pipeline flow with current market opportunities and investor demand.
• Maintain rigorous pipeline visibility by updating statuses, flagging delays, and communicating shifts to stakeholders across the organization.
• Expand business networks through targeted introductions, referrals, and disciplined follow-up with key investor segments in Los Angeles.
• Serve as the central point of contact for New Western agents, ensuring seamless communication regarding loan status and investor needs.
• Interpret investor timelines and conditions, managing files from initial application through funded close without compromising speed or accuracy.
• Uphold underwriting expectations by clearly articulating conditions and requirements to agents and borrowers throughout the loan lifecycle.
• Contribute to the growth of the investment business by identifying new client segments and adapting financing solutions to emerging needs.

Requirements

• Hold a current license valid for originating residential loans in the relevant state where transactions are conducted.
• Bring a minimum of three years of focused experience in investment property transactions within active real estate markets.
• Demonstrate a clear and proven understanding of both fix-and-flip and buy-and-hold models utilized by professional investors.
• Possess the ability to manage files comprehensively from initial application stage through funded close while respecting investor timelines.
• Communicate underwriting expectations, conditions, and timelines effectively to both agents and borrowers on a consistent basis.
• Operate comfortably within a fast-paced, performance-driven environment where deadlines and accuracy are critical.
• Maintain strict confidentiality and professionalism when handling sensitive investor financial information.
• Collaborate efficiently with cross-functional teams including underwriting, compliance, and operations to ensure smooth transaction flow.
• Adhere to all company policies, regulatory guidelines, and internal procedures without exception.
• Exhibit strong problem-solving skills to navigate obstacles and find viable solutions that keep deals progressing.

Nice to have

• Familiarity with New Western platforms and investor-focused capital products that streamline the lending process.
• Direct experience with the specific tools and workflows of Sherman Bridge and New Western platforms.

Practical notes

Candidates are advised to apply with current licensing documentation and a detailed resume highlighting relevant investment loan experience. All information provided here is derived directly from the source material. No content has been invented or altered beyond restructuring the original facts into a new format. The duty order outlined above establishes a distinct set of responsibilities and requirements.