Regional Loan Originator

This is a fully remote position, open to applicants in Oregon, +1 more state.

📋 Description

• Identify new clientele and lending prospects among property investors and referral partners.

• Drive sales initiatives and foster relationships with property investors, brokers, and real estate professionals.

• Cultivate borrower connections through face-to-face meetings, phone calls, emails, and various communication channels.

• Maintain an updated client database within the CRM system.

• Conduct consistent outreach to both existing and potential customers.

• Attend industry events and conferences to generate leads and facilitate conversions.

• Utilize CRM marketing campaigns to nurture and strengthen customer relationships.

• Assess transactions, size deals, and generate quotes and term sheets.

• Collaborate with Sales and Marketing teams to identify business sources and achieve monthly loan volume targets.

• Facilitate borrower approval by gathering and submitting necessary documentation.

• Pre-qualify loan packages and secure initial borrower documentation.

• Monitor pipeline reports and address any potential loan issues proactively.

• Enhance the Anchor brand through blog contributions, online postings, reposting, and strategic marketing efforts.

• Maintain transparent communication with customers regarding the status of submitted loans.

• Collaborate with leaders in Valuations, Construction, and Underwriting to prioritize pipelines and eliminate obstacles.

• Track trends in the industry and among competitors to guide product, sales, and pricing strategies.

• Travel to conferences and client meetings as required.

⛳️ Requirements

• Ability to prioritize tasks and manage time effectively in a remote setting.

• Highly analytical with a strong focus on detail.

• Self-motivated individual capable of working independently with minimal supervision.

• Comfortable with outbound communication, primarily targeting cold leads.

• Quick to adapt to new processes and systems.

• Exceptional communication and interpersonal abilities.

• Dependable team player in a dynamic start-up environment.

• Highly self-driven and disciplined.

• Experience with CRM systems is preferred.

• Proficient in Microsoft Office and eager to learn new software and systems.

• Willingness to travel up to 50% of the time.

• Must be a resident of the Western Region, specifically targeting candidates from Oregon and Washington.

🏝️ Benefits

• Comprehensive health insurance options, including Medical, Dental, Vision, and Basic Life/AD&D insurance.

• Generous sick leave and vacation benefits for rest, relaxation, and personal pursuits.

• Highly competitive performance bonus structure.

• 401(k) retirement plan with employer matching contributions.

• Tuition reimbursement for professional development opportunities.

• Workplace celebrations, team-building activities, charity drives, and food truck luncheons.

• Onsite gym available at Thousand Oaks location only.

• 12 Paid Holidays throughout the year.