Firm Overview:
Our client is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, the firm is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies.

Job Functions:

• Work closely with divisions such as Credit, Operations, Construction, and Valuations to create, enhance, and facilitate a seamless process, ensuring an excellent customer experience throughout the client relationship.
• Oversee the client onboarding process, introducing clients to the team and setting appropriate expectations for loan approval and closing.
• Coordinate the workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule.
• Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of client and property information.
• Effectively communicate the firm's value proposition to both existing and prospective borrowers, highlighting the benefits of partnering with the client.
• Collaborate with Loan Officers, Sales Management and Credit teams on loan/deal analysis, structuring, packaging, pricing, and borrower approval. Structure all loans for existing borrowers.
• Assist Loan Officers in presenting new loan opportunities and borrower approval packages to the appropriate approval authority and participate in Credit Review with the Sales team.
• Understand individual loan portfolios, assist with portfolio issues, and complete tasks necessary to maintain proper portfolio performance.
• Manage the collection of client financial reports, oversee project status updates, follow up on post-closing conditions, prepare loan extensions and modification requests, coordinate covenant compliance, monitor client exposure limits, and facilitate annual renewals.
• Follow up with clients on loan payments, monitor interest reserves, and servicing reports, and assist Credit with ensuring timely payments.
• Maintain regular, scheduled contact with borrowers through in-person meetings, calls, emails, and other means to foster strong, ongoing relationships.
• Participate in relevant networking activities, including trade shows and industry conferences, to build and maintain industry connections.
• Perform other functions and assist with additional projects as assigned by Sales or Credit/Risk Management.

Qualifications:

• 5+ years of experience focused on construction and bridge business purpose lending or equivalent experience.
• Bachelor’s degree or equivalent experience preferred.
• Ability to obtain a California Real Estate license is preferred.
• Proven experience in a sales environment with a strong focus on client relationship management.
• Excellent customer service skills, with a high level of attention to detail.
• Strong verbal and written communication skills, with the ability to interface with high-powered clients and their teams.
• Advanced knowledge of Excel, PowerPoint, CRM, and other computing systems.
• Self-motivated with the ability to work independently and take ownership of responsibilities.
• Adaptability to thrive in a dynamic, fast-paced work environment.

Location:

• This role works on-site from the office, Monday - Thursday (Fridays are work-from-home).
• Full-time, 40 hours per week; must be available for occasional overtime.
• Some nights and weekends required.