WB Lending Solutions/ WB Strategies has been serving professionals and the public since 1972. As a consulting firm we are dedicated to serving the property owner/investor/ CPA/ Attorney/buyer. Our goal is to provide holistic consulting for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the financial services industry.

Position Summary

The Operations Assistant plays an important role in the organization by performing, under direct supervision, a number of activities related to accounting and assisting originators build complete loan and investor files for submission. This role may perform the Lead to Contract and/or Contract to Close duties.

Essential Functions

Lead to Contract duties:

• Assist originator in appointment setting with prospective and new applicants.

• Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.

• Set and confirm appointments for originator and manage calendar.

• Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.

• Assist the originator with obtaining an accurate and thorough 1003.

• Analyze customer’s credit and financial scenario and determining appropriate loan product(s).

• Run credit on loans assigned to an originator

• Run AUS findings and prepare the Initial Fee Worksheet.

• Pull and prep web applications and other duties; including updating credit reports and AUS findings.

• Request status updates from pre-approved clients and referral sources (weekly TBD calls).

• Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.

• Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.

• Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

• Monitor key dates related to loan transactions and respond accordingly.

• Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.

• Manage assigned originator’s database; tracking active loan(s) and entering data as needed.

• Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.

• Provide support in the collection and preparation of submitting loan application with supporting documentation to processing.

• Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.

• Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).

• Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer.

• Provide any necessary assistance through production and underwriting process.

• Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information.

• Answer customer inquiries related to active loan, and/or loan application status.

Additional common duties:

• Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in SAFE Act and Consumer Privacy/Safeguarding in Information policies.

• Pricing loan in accordance with WB policies and communicating fees to operations team.

• Quoting rates and making commitments regarding locking to customer.

• Maintain referral source relationships through quick response time and excellent custom service.

• Prepare and send thank you cards to referral sources and new clients.

• Collect supporting documentation from customer, gathering necessary documentation for pre-approval.

• Act as a point of contact for the customer and referral source, keeping them informed throughout the process.

• Discuss product features with customer.

• Perform other duties as assigned.

• Per WBLS company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.


• High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.

• Ability to manage multiple priorities; strong detail orientation and highly organized.

• Works with a strong sense of urgency and responsiveness.

• Passionate about delivering excellence in customer service.

• Demonstrated patience and professionalism when interacting with both internal and external customers.

• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.

• Strong verbal and written communication skills. Basic math skills.

• Ethical, with a commitment to company values.

Part time to full time contract opportunity in Martinez, Ca. location.


• No direct or indirect reports.

• Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.

• Travel: 0%


• Physical: Work is primarily sedentary; mobility in an office setting.

• Manual Dexterity: Frequent use of computer keyboard and mouse.

• Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

WBLS offers a FLEXIBLE, pleasant contractor work environment.

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