High-Performing Loan Specialist

3 weeks ago


Dallas, Texas, United States HR Pals Full time

As a leading FinTech commercial lender, our client is in rapid-growth mode and seeks highly motivated and customer-centric individuals to join their team as Loan Originators. This role will have a significant impact on the future of the business as they expand their operations.

The ideal candidate will be a sales professional dedicated to enhancing the customer experience, adept at sourcing and fostering strategic relationships. They must 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.

Responsibilities
  • Sales Focus and Relationship Building:
    • Drive sales by establishing and strengthening relationships with property investors, brokers, and real estate agents. Utilize various channels, including company leads, referrals, and participation in industry events.
    • Pre-qualify loan requests, determine proper loan structure, create quotes and term sheets for potential clients.
  • Loan Processing Facilitation:
    • Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.
  • 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.
  • 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.
  • Industry Events and Networking:
    • Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.

Compensation: This position offers a competitive base salary, accompanied by a commission/bonus structure that varies based on years of experience and performance. We estimate this position's annual salary to be around $120,000-$180,000, depending on qualifications and performance.

Required Skills and Qualifications:

  • Current or past experience working for direct competitors of our client.
  • A 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.
  • Excellent interpersonal, communication, and presentation skills.
  • Ability to analyze and organize financial information and perform financial calculations.
  • Ability to structure loans according to customer needs and bank underwriting guidelines.
  • Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.

We are an equal opportunity employer committed to diversity and inclusion. If you are passionate about growing your career and contributing to our success, please submit your application.



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