Commercial Real Estate Loan Underwriter and Administrative Coordinator PetroCal Associates Boutique Commercial Mortgage and Real Estate Firm

Company Overview:

PetroCal Associates is a full-service boutique commercial real estate firm offering financing, consulting, and brokerage services to the car wash, gas station, and convenience store industries. For over 20 years, PetroCal Associates has processed loan applications from borrowers in the continental US for acquisitions, refinances, ground up construction projects and renovation projects. We help arrange a variety of financing structures for our clients including conventional commercial, SBA 7(a), SBA 504, USDA B&I, and bridge loans. Our real estate brokerage services include buyer and seller representation in the purchase and sale of gas station and carwash properties and businesses located in California.

Position Title/ Overview:

We are currently looking for a new Administrative Coordinator for a well-established boutique (<5 employees) commercial real estate firm in Mar Vista (90066). This is a part-time position that we are looking to immediately fill with potential for growth to a full-time position.

The Coordinator is responsible for supporting the Partners’ financing and real estate activities as well as assisting in new marketing initiatives. He or she will review, evaluate and process loan applications. He or she will also set up and manage real estate brokerage searches, conduct site visits, prepare site marketing materials, and will provide clerical support for real estate transactions. The Coordinator will assist in managing and scheduling regular updates for clients and the Partners.

The ideal candidate should have previous experience in loan processing, and any experience in escrow services, marketing, data entry, and office management is a plus. The environment is relaxed yet the work matter is serious and must be treated as such. The Coordinator must be self-motivated with a demonstrated inclination for adaptability.

Hours/Pay: 20-30 hours per week at $20-25/hr based on experience

Essential Duties and Responsibilities:

Overall • Support the Partners in day-to-day delivery of active projects • Maintain and update client filing system and tracking records for accounts and

opportunities in Salesforce and for pipeline report • Maintain a working knowledge of policies and procedures necessary to effectively

perform job duties Finance

• Audit and assemble loan files including downloading/scanning all documents, organizing client folders per internal processes, and preparing list of missing items

• Spread tax returns and financial statements in preparation for cash flow analysis • Review and analyze cash flow for underwriting purposes • Assemble client provided documentation and internally prepared financial

analysis into a Transaction Summary for Partners’ review • Prepare loan application documents needed for signing via fax or e-signature • Upon lender approval, obtain funding condition documentation in order to clear

all outstanding loan conditions Real Estate

• Set up and manage real estate brokerage searches • Conduct site visits • Prepare marketing brochures for sites • Provide clerical support for real estate transactions • Create digital maps for various purposes • Confirm zoning and permitted uses during property evaluation process. • Assist in forecasting, tracking and measuring performance of marketing efforts • Develop insights and recommendations that allow the company to improve

processes and operations

Required Skills:

• Proficiency in project management with a proven ability to communicate effectively and to organize and juggle shifting priorities

• Ability to take the reins on any project and the resourcefulness to find the answers you need to get the job done; self-motivation and self-management are key

• Capacity for seeing and implementing new and innovative approaches to the traditional way of handling or thinking about a problem

• Skilled at effectively interacting with clients and colleagues in a professional, service-oriented manner

• Knack for building rapport and maintaining ongoing relationships with a wide variety of people inside and outside your sphere of influence

Qualifications:

• BA/BS • Outstanding organizational skills • Minimum 2 years of proven experience in loan processing, underwriting, closing,

or related fields • Credit union, bank, or financial institution experience preferable

• Strong competence in Microsoft Word, Excel and PowerPoint as well as Adobe Acrobat XI Pro or similar software. Salesforce, Microsoft Publisher, Adobe Illustrator and design (brochure, poster, marketing memos, etc.) experience a plus

• Knowledge and experience with a web analytics platform, such as Google Analytics or Omniture is a plus

• Must be creative and have excellent communication skills, both written and verbal

• Must be capable of managing many projects simultaneously.

Benefits:

• Compensation range is $20 - $25 per hour determined during hiring based upon qualifications.

• We do not provide these benefits for part-time: health care insurance contribution for health/dental/vision, paid holidays or vacation. However, this job has potential to grow to a full-time role in which case those benefits would be added.

• We do provide flexible schedules, fully stocked employee kitchen including coffee, tea and snacks, summer hours, casual dress code and other perks.