Application ends: August 10, 2026
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Job Overview
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Date PostedMay 10, 2026
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LocationRemote
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Expiration dateAugust 10, 2026
Job Description
JOB DETAILS
Responsibilities
- Daily call activity(preferred in person interaction, site visits, association participation, as well as Omni Channel outreach– responsible for managing inbound calls and screen for quality and alignment of company loan product guidelines.
- Through consistent evaluating of sales scripts, work with manager to refine and design sales sourcing strategies, and scripts to perfecting engaging conversion
- Client Acquisition: Identifying and prospecting potential borrowers, real estate investors and BPL loan brokers/lenders(geo specific)in need of short-term, high interest loans
- Relationship Building: Cultivating strong relationships with clients, real estate agents, and other industry professionals(mortgage brokers, lenders, real estate agents, etc.)to generate business opportunities
- Loan Origination: Assessing loan applications, evaluating collateral, and underwriting hard money loans
- Market Research: Staying informed about local real estate market trends and identifying opportunities for lending
- Compliance: Ensuring adherence to legal and regulatory requirements in the lending process
- Sales and Negotiation: Effectively presenting terms and conditions of hard money loans and closing deals
- Reporting: Maintaining records and providing regular reports on business development activities and out comes in company CRM
- Customer Service: Providing excellent customer service to clients, addressing their needs, and addressing any concerns
- Team Collaboration: Working closely with loan officer you support, underwriters, loan processors, and other team members to facilate the loan process
- Target Achievement: Meeting or exceeding sales targets and revenue goals set by the company
- Continual Learning: Staying updated on changes in lending practices and regulations
- This position operates primarily in the field, meeting with current and prospective clients at their places of business, job sites, or other designated locations. This role requires regular local travel and occasional extended travel, depending on territory size and client needs.
Desired Qualifications
- Bachelor’s Degree in finance, business or economics preferred
- Knowledge of hard money lending and practices, regulations and industry trends a plus
- Strong sales closing and negotiation skills are essential for building and maintaining client relationships
- A solid understanding of financial analysis, credit evaluation, and risk assessment is important
- Effective networking and relationship-building skills to connect with potential borrowers, brokers, and real estate professionals
- Excellent verbal and written communication skills to convey complex financial information to clients and colleagues
- The ability to analyze potential lending opportunities and assess risk is vital
- Stay updated on market conditions, real estate trends, and the competition
- Knowledge of relevant lending regulations and the ability to ensure all transactions are compliant
- Strong problem solving skills to navigate complex lending scenarios
- Collaborative skills to work with underwriters, legal teams and other stakeholders in the lending process
- Effective time management and organizational skills to manage client relationships and lending opportunities simultaneously
- Proficiency in using CRM platforms such as Salesforce
- High ethical standards and integrity when dealing with clients and financial transactions
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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