Relationship Manager

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

📋 Description

• Identify new clients and lending prospects through direct relationships with borrowers, brokers, realtors, and various groups within the real estate sector.

• Attend and represent CoreVest in a professional manner at industry conferences and events.

• Reach out to potential and existing customers proactively via phone calls, emails, and face-to-face meetings.

• Assess the advantages and risks associated with potential credit line and term loan transactions.

• Draft term sheets and summarize analyses for potential transactions.

• Conduct cash flow-based underwriting for term loans, including narratives and conclusions on the viability of potential transactions.

• Occasionally create brief and relevant marketing blogs sponsored by CoreVest.

• Achieve or surpass individual production targets on a quarterly and annual basis.

• Consistently record customer interactions in CoreVest's Salesforce CRM platform.

• Provide assistance to underwriting and other members of the deal team as necessary.

⛳️ Requirements

• Bachelor’s Degree.

• 2 years of experience in commercial banking, specialty finance, or residential and commercial loan origination.

• Experience in Business Purpose Lending (RTL and/or DSCR) is required.

• A proactive approach with a proven track record of achieving results.

• Excellent interpersonal skills and ability to build relationships.

• Strong financial acumen with proficiency in analytical and numerical tasks.

• Proficient in Excel, other Office applications (or equivalents), and CRM platforms (preferably Salesforce).

• Ability to balance self-motivation and individual initiative within a team-oriented environment.

• Willingness to travel.

🏝️ Benefits

• Discretionary corporate bonus program.

• Multiple health plan options.

• Short-term and long-term disability options.

• Company-sponsored life insurance.

• Fitness reimbursement.

• Paid parental leave.

• Time allocated for volunteer work.

• Paid time off.

• Employee Stock Purchase Plan (ESPP).

• 401K matching.