Real Estate & Mortgage Operations Associate (Cupertino)

Position Title: Real Estate & Mortgage Operations Associate

Location: On-site, Mesa, AZ

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.

Technology & Platform Management

- 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.