Loan Advisor: Relationship Manager - Remote

Overview

As a Loan Advisor: Relationship Manager, you will help improve local communities by providing fast, convenient, and flexible capital to real estate investors while ensuring high-touch customer service.

In Short

• Retain and expand relationships with real estate investors.
• Assist clients in applying and getting approved for loan products.
• Consult on best practices for real estate investing and construction.
• Work closely with the Loan Production team to enhance operational structure.
• Meet monthly goals and KPIs.
• Drive growth by identifying opportunities within existing accounts.
• Act as a trusted partner for borrowers throughout the loan process.
• Evaluate borrowers and their deals for alignment with loan products.
• Communicate policies and expectations clearly to borrowers.
• Significant upward mobility for the right candidate.

Requirements

• 3+ years of sales experience in real estate lending or adjacent fields.
• Ability to achieve sales expectations.
• Strong relationship-building skills via phone or video.
• Ability to thrive in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Exceptional adaptability to a dynamic organization.
• Problem-solving skills to propose borrower-centric solutions.
• Experience managing multiple accounts/projects simultaneously.
• Deep understanding of real estate markets and investing.

Benefits

• Hybrid work environment - work from home most days.
• Upward mobility.
• Fast-paced startup environment with a global team.
• Help real people succeed in business.
• 100% health, dental, and life insurance covered by employer.
• 401K match.