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Real Estate Lending Account Executive

2 months ago

Philadelphia, Pennsylvania, United States Anchor Loans LP Full time
Job Title: Real Estate Lending Account Executive

We are seeking a highly motivated and experienced Real Estate Lending Account Executive to join our team at Anchor Loans LP. As a key member of our sales team, you will be responsible for driving sales, building and strengthening relationships with property investors, brokers, and real estate agents.

Key Responsibilities:
  • Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings, and other referral sources.
  • Primary focus on driving sales, building and strengthening relationships with property investors, brokers, and real estate agents from a variety of sources including company leads, referrals, industry events, etc.
  • Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls, and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks.
  • Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management.
  • Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell.
  • Attend industry events and conferences, leveraging pre-planning, onsite meetings, and post-outreach to find and convert leads.
  • Leverage the CRM marketing campaigns to nurture and stay in contact with all customers.
  • Evaluate all transactions using standardized tools to size the deal(s), create quotes, and terms sheets.
  • Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
  • Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing.
  • Pre-qualify loan packages when borrower or brokers require assistance.
  • Work directly with potential borrowers to obtain initial documentation.
  • Monitor pipeline reports to determine the status of all loans and act to alleviate any potential problems.
  • Grow the Brand (Anchor's and yours) with blog posting, online posts, and re-posts and marketing strategies to be in front of your current and future customer bases.
  • Maintain constant and transparent dialogue with customers to keep them informed of the status on submitted loans.
  • Create strong partnerships with Valuations, Construction, and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve interdepartmental roadblocks.
  • Stay up to date on industry and competitor trends; using this information to inform product, sales, and/or pricing.
Requirements:
  • Minimum 5 years' experience in business-purpose lending.
  • Ability to bring 10+ customer relationships from which to build your book of business.
  • Ability to prioritize workload and manage time in a remote environment.
  • Highly analytical with strong attention to detail.
  • Self-starter with the ability to work with minimal supervision.
  • Ability to adapt quickly to new procedures and systems.
  • Exceptional communication and interpersonal skills.
  • Ability to work as a dependable teammate in a fast-paced start-up environment.
  • NMLS license.
  • Highly self-motivated and disciplined.
  • Leadership and managerial skills preferred.
  • Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus.
  • Experience with CRM, a must.
  • Proficient in Microsoft Office, with aptitude to learn new software and systems.
  • Lending experience required.
  • Willingness to travel up to 50% of the time.
Education:

College Degree, preferred.