Loan Officer, RTL

Essential Duties & Responsibilities

• Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources.
• Primary focus on driving sales, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc.
• Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks.
• Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management.
• Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell.
• Attend industry events and conferences, leveraging pre-planning, onsite meetings and post outreach to find and convert leads.
• Leverage the CRM marketing campaigns to nurture and stay in contact with all customers.
• Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets.
• Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
• Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing.
• Pre-qualify loan packages when borrower or brokers require assistance.
• Work directly with potential borrowers to obtain initial documentation.
• Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems.
• Grow the Brand (Anchor’s and yours) with Blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases.
• Create strong partnerships with Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve inter department roadblocks.
• Stay up to date on industry and competitor trends; Using this information to inform product, sales and/or pricing.

Essential Job Requirements And Required Skills/ Qualifications

• Minimum 5 years' experience in business purpose lending.
• Ability to bring 10+ customer relationships from which to build your book of business.
• Ability to prioritize workload and manage time in a remote environment.
• Highly analytical with strong attention to detail.
• Self-starter with the ability to work with minimal supervision.
• Adapt quickly to new procedures and systems.
• Exceptional communication and interpersonal skills.
• Ability to work as a dependable teammate in a fast-paced start-up environment.
• NMLS license.
• Highly self-motivated and disciplined.
• Leadership and managerial skills preferred.
• Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus.
• Experience with CRM, a must.
• Proficient in Microsoft Office, with aptitude to learn new software and systems.
• Lending experience required.
• Willingness to travel up to 50% of the time.

Compensation

$75,000+ per year + commission