Relationship Manager

📋 Description

• Identify new customers and lending opportunities 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 events.

• Proactively reach out to potential and existing customers via phone calls, emails, and in-person meetings.

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

• Prepare term sheets and summary analyses for potential transactions.

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

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

• Achieve or surpass quarterly and annual individual production targets.

• Regularly document customer interactions within CoreVest's Salesforce CRM platform.

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

⛳️ 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.

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

• Proven hands-on approach with a track record of achieving results.

• Exceptional interpersonal skills and a knack for building relationships.

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

• Must be skilled in Excel, other Office products (or their equivalents), and CRM platforms (preferably Salesforce).

• Ability to balance personal resourcefulness and individual drive within a collaborative team environment.

• Willingness to travel as needed.

🏝️ 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 volunteering.

• Paid Time Off.

• Employee Stock Purchase Plan (ESPP).

• 401K matching.