Real Estate Investment Loan Specialist

5 days ago

Boca Raton, Florida, United States LendingOne Full time
Job Description

About LendingOne

LendingOne is a leading direct private lender for real estate professionals, headquartered in Boca Raton, FL, with an additional office in Charlotte, NC. As a fully funded lending partner, we specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties.

Our Mission

We are a group of entrepreneurial self-starters, working together to redefine the private lending world, one investment at a time. Our focus is on providing excellent client service, a professional approach, and true reliability.

Job Overview

As a Loan Advisor, you will assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products.

Responsibilities

  • Act as a consultant to borrowers/Clients, including educating borrowers on LendingOne products and services, collecting and analyzing borrowers' assets and investments, and advising borrowers regarding the advantages and disadvantages of LendingOne financial products.
  • Answer inbound calls and make outbound calls to promote and sell LendingOne's products and services.
  • Guiding borrowers through the investment process, including counseling borrowers on how to become qualified to do business with LendingOne.
  • Cultivating meaningful relationships with LendingOne borrowers, offering excellent service, and securing repeat business.
  • Screening potential business deals in order to protect LendingOne's assets as well as the assets of LendingOne capital investors by analyzing market strategies, deal requirements/potential, and financials; evaluating options; resolving internal priorities; recommending quality products and services to new and existing clients.
  • Developing long-term relationships with new customers by examining risks and potential in recommended deals, and by estimating customers' needs and goals.
  • Ensuring the timely and successful delivery of our solutions according to customers' needs and objectives.
  • Communicating clearly with internal and external stakeholders in reference to progress, timelines, and stipulations.
  • Ensuring proper collection of required documents and closing schedules.
  • Working closely and collaboratively with operations team during the closing process.
  • Closing new business by contacting potential partners in a lead generated environment.

Requirements

  • Minimum 3-5 years of professional consultative sales experience, preferably in the financial industry.
  • Experienced in a fast-paced inbound and outbound environment.
  • Positive attitude, high energy, and persistence.
  • Prior real estate and/or lending services experience is helpful, but not necessary.
  • Strong computer skills, comfortable in a fast-paced, technology-driven environment.
  • Experience building client relationships by phone.
  • Attention to detail coupled with high demands.
  • Ability to work in office on a full-time schedule, with some flexibility with work hours in order to respond to company clients/customers.

Benefits

  • Competitive salary depending on experience.
  • Training and career development with growth opportunities.
  • Comprehensive benefits package.
  • Company matching 401(k) Plan.
  • Casual work environment.
  • Remote Fridays.

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