What are the responsibilities and job description for the Operations Associate position at AlphaX RE Capital?
AlphaX RE Capital is looking for a detail-oriented and reliable Operations Assistant to support our growing mortgage and real estate team in San Jose. The ideal candidate will have a strong background in the real estate and lending industry, excellent organizational skills, and the ability to manage multiple priorities efficiently. This role is essential to keeping our day-to-day operations running smoothly and providing outstanding service to clients and partners.
Responsibilities
Responsibilities
- Provide administrative and operational support to loan officers, real estate agents, and processors
- Track active loan and real estate transaction pipelines, ensuring timely follow-up and task completion
- Assist in preparing disclosures, collecting documentation, and coordinating with escrow/title companies
- Maintain and organize client files and ensure compliance with company and regulatory standards
- Communicate with clients, lenders, appraisers, and other vendors to gather and verify necessary information
- Support marketing and client engagement efforts as needed
- Minimum 2 years of experience in mortgage and/or real estate operations
- Familiarity with loan origination systems and real estate platforms (e.g., MLS, DocuSign)
- Strong attention to detail, time management, and multitasking abilities
- Excellent verbal and written communication skills
- Bilingual in English and Mandarin (preferred, not required)
