Production Analyst, CoreVest Originations

Redwood Trust, Inc. is a financial services company offering mortgage lending solutions through its CoreVest platform. The Senior Sales Assistant (Production Analyst) supports Senior Relationship Managers by managing loan pipelines, borrower communications, Salesforce administration, marketing coordination, application intake, and document collection. The role also provides analytical support for complex transactions and is designed to develop into a Relationship Manager (Originator).

What you'll do:

• Manage inbound applications and coordinate loan intake
• Serve as the primary point of contact for borrower follow-up throughout the application process
• Collect, track, and resolve outstanding documentation
• Coordinate with processing, underwriting, operations, and servicing teams to keep transactions moving
• Monitor pipeline status and proactively identify stalled files
• Maintain accurate Salesforce records, pipeline updates, and activity tracking
• Generate pipeline reports and assist with forecasting
• Coordinate calendars, prospect meetings, and follow-up activities
• Protect the RM's prospecting schedule by minimizing administrative interruptions
• Build and maintain prospecting lists
• Coordinate marketing campaigns and referral partner communications
• Execute RM-approved borrower and referral outreach

What they're looking for:

• 1-2 years of experience in mortgage lending, commercial lending, banking, or financial services
• Working knowledge of commercial or residential mortgage lending
• Strong organizational and project management skills
• Excellent written and verbal communication skills
• Advanced proficiency with Microsoft Office and Salesforce or other CRM platforms
• Strong analytical skills with the ability to interpret financial information
• Bachelor's degree in Business, Finance, Real Estate, or related field preferred
• Experience supporting loan originators, sales teams, or relationship managers preferred

Benefits:

• Discretionary corporate bonus program
• Multiple health plans
• STD and LTD options
• Company sponsored life insurance
• Fitness reimbursement
• Paid parental leave
• Time to volunteer
• Paid Time off
• ESPP
• 401K matching