Relationship Manager

📋 Description

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

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

• Actively reach out to both potential and existing clients via phone calls, emails, and face-to-face meetings.

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

• Create term sheets and summary analyses for prospective transactions.

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

• Occasionally produce concise and relevant marketing blogs sponsored by CoreVest.

• Achieve or surpass quarterly and annual individual production goals.

• Consistently log customer interactions within CoreVest's Salesforce CRM platform.

• Provide support to underwriting and other team members as required.

⛳️ Requirements

• Bachelor’s Degree.

• A minimum of 2 years of experience in one or more of the following areas: commercial banking, specialty finance, or residential and commercial loan originations.

• Must possess experience in Business Purpose Lending (RTL and/or DSCR).

• A hands-on approach with a proven record of achieving results.

• Outstanding interpersonal and relationship-building capabilities.

• Strong financial acumen with analytical and numerical skills.

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

• Ability to balance self-sufficiency and personal initiative within a collaborative team environment.

• Willingness to travel.

🏝️ Benefits

• Discretionary corporate bonus program.

• A variety of health plans.

• Short-term and long-term disability options.

• Company-sponsored life insurance.

• Fitness reimbursement.

• Paid parental leave.

• Time allocated for volunteering.

• Paid time off.

• Employee Stock Purchase Plan (ESPP).

• 401K matching.