Job Description

• Build and nurture meaningful relationships with investors, brokers, and developers — many of whom return again and again
• Understand each borrower’s goals and tailor loan recommendations that make sense for their timeline and vision
• Guide clients through the lending process from start to finish, ensuring they feel supported every step of the way
• Work closely with our operations and underwriting teams to ensure quick turnarounds and smooth closings
• Attend real estate networking events (virtual and in-person) to expand awareness and pipeline
• Share client feedback to help us improve — we value your voice as much as our borrowers’
• Keep your pipeline organized and up-to-date with thoughtful follow-through and transparent communication

• Have 2+ years of experience in real estate lending, loan origination, or mortgage sales ($1M+ deal sizes preferred)
• Understand the needs of active property investors and speak their language
• Is a natural relationship builder who thrives on earning trust, not just closing deals
• Communicate with clarity, empathy, and professionalism — over the phone, email, or in person
• Are proactive, self-driven, and calm under pressure when multiple deals are moving
• Are comfortable using tools like Salesforce, loan origination systems, and CRM software
• Take pride in follow-through, organization, and delivering a “wow” client experience

• We treat our clients — and each other — like long-term partners
• You’ll have autonomy, ownership, and support to grow into a leadership role
• We move fast, act thoughtfully, and care deeply about what we’re building
• You’ll get to help real people close real deals — and that impact compounds over time