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Relationship Manager
2 months ago
We are a leading private lending platform serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate.
The RoleAs a Relationship Manager at Ascent, you will drive loan originations by managing the sales cycle and ensuring efficient workflows across multiple teams. Your focus will be on building and nurturing strong client relationships, ensuring a seamless experience from initial contact through loan funding.
Key Responsibilities- Work closely with divisions to create, enhance, and facilitate a seamless process, ensuring an excellent customer experience.
- Oversee the client onboarding process, introducing clients to the Ascent team and setting expectations for loan approval and closing.
- Coordinate the workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule.
- Lead team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of client and property information.
- Effectively communicate the Ascent value proposition to existing and prospective borrowers, highlighting the benefits of partnering with Ascent.
- 5+ years of experience in commercial real estate/construction lending, underwriting, or equivalent experience.
- Bachelor's degree or equivalent experience preferred.
- Ability to obtain a California Real Estate license is required.
- Proven experience in a sales environment with a strong focus on client relationship management.
- Excellent customer service skills, with a high level of attention to detail.
- Strong verbal and written communication skills, with the ability to interface with high-powered clients and their teams.
We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, four dental plans, health savings and flexible spending accounts, vision coverage, 401k, pet insurance, and other optional benefits to choose from.
