Private Money Relationship Manager

3 weeks ago

Woodland Hills, United States Dunmor Full time
Job Summary, Responsibilities, Qualifications, and Requirements

About Dunmor

Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide.

As a FinTech commercial lender in rapid-growth mode, our differentiation strategy is employing technological integration into all our processes to enable an efficient lending experience for both our clients and our internal team.

Job Summary

Dunmor is in search of highly motivated and customer-centric individuals to join our team as Private Money Relationship Managers. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships.

Successful candidates will demonstrate a proven track record of achieving $3 million or more in monthly origination volume within the fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing sectors.

Essential Duties and Responsibilities

As a vital member of the Dunmor team, your role as a Private Money Relationship Manager encompasses a range of responsibilities aimed at identifying and capitalizing on new lending opportunities within the investment real estate sector. Key duties include:

1. Sales Focus and Relationship Building:
• Drive sales initiatives with a primary focus on establishing and strengthening relationships with property investors, brokers, and real estate agents. Utilize various channels, including company leads, referrals, and participation in industry events.
• Identify prospective customers and lending opportunities by fostering relationships with real estate investors and referral partners such as brokers and realtors.
• Utilize standardized tools to evaluate transactions, determine deal sizes, and create quotes and term sheets for potential clients.

2. Loan Processing Facilitation:
• Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.

3. Pipeline Management:
• Effectively manage and prioritize a dynamic pipeline of potential clients and loan applications, ensuring timely follow-ups and updates to meet established targets.
• Develop and maintain a comprehensive client database within the CRM system, ensuring effective utilization of contact management tools and customer relationship management practices.

4. Interdepartmental Collaboration:
• Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks.

5. Industry Events and Networking:
• Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.

Qualifications

1. Current or Past experience working for a direct competitor of Dunmor.

2. Proven track record of achieving $3 million or more in monthly origination volume in fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing.

3. Excellent interpersonal, communication and presentation skills.

4. Ability to analyze and organize financial information and perform financial calculations.

5. Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines.

6. Proficient in Microsoft Word, Excel, Outlook and PowerPoint.

Dunmor is an EEO employer - M/F/Vets/Disabled

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