Loan Officer

This is a fully remote position, open to applicants in California.

📋 Description

• Analyze, structure, and facilitate the origination of various real estate loan products; guide borrowers from the initial intake to closing while ensuring timely and accurate execution.

• Proactively generate and convert leads, both inbound and through prospecting, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship-building and effective deal structuring.

• Act as a trusted advisor by educating real estate investors on financing solutions, underwriting requirements, and loan program options; provide tailored financial guidance to foster repeat business and long-term growth.

• Keep precise and current records of all borrower interactions, quoted deals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies.

• Enhance market presence by building relationships with sponsors, brokers, and referrals, attending industry events, and identifying new business opportunities within targeted regions.

• Collaborate with internal teams to ensure seamless processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each transaction.

• Cultivate a deep understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower interactions.

⛳️ Requirements

• Bachelor’s degree preferred; equivalent professional experience in real estate finance will be taken into account.

• A minimum of two (2) years of sales experience is required.

• Extensive knowledge of loan origination, real estate finance, collateral valuation, private lending products, investor requirements, and relevant regulatory considerations.

• Proven expertise in structuring short-term real estate loans and evaluating asset-based risks.

• Proficiency in CRM platforms (HubSpot or similar systems).

• Advanced sales and marketing skills with a demonstrated ability to develop and sustain a robust pipeline.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage with employer-subsidized premiums.

• Company-sponsored 401(k) retirement plan.

• Paid time off (PTO), which includes vacation, sick leave, and company-recognized holidays.

• Employer-paid basic life insurance with optional supplemental coverage available.

• Eligibility for annual performance-based bonuses, where applicable.

• Opportunities for professional development, learning, and career advancement.

• Flexible or hybrid work arrangements, subject to role requirements.