Relationship Manager

Vaga não está no LinkedIn

🕒 Maio 15

🌲 Oregon – Remoto

🌲 Oregon – Remote

💵 $150.000 - $250.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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CoreVest Finance

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

💸 Finanças

🏠 Imobiliário

🤝 B2B

Finance • Real Estate • B2B

A CoreVest Finance é um dos principais credores para investidores em imóveis residenciais, especializada em fornecer soluções de financiamento flexíveis e confiáveis, adaptadas às necessidades únicas de negócios. Com um compromisso de ajudar os clientes a crescer, a CoreVest fechou com sucesso mais de US$ 23 bilhões em empréstimos, oferecendo uma variedade de produtos, incluindo empréstimos para locação, empréstimos-ponte e empréstimos multifamiliares. Seu processo eficiente e simplificado permite que os mutuários acessem capital substancial em todo o país, apoiando o crescimento de seus portfólios de investimentos.

Descrição

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community • Attend and professionally represent CoreVest at conferences and industry events • Proactively contact potential and existing customers through phone calls, email and in-person meetings • Evaluate the merits and risks of potential credit line and term loan transactions • Prepare term sheets and summary analysis of potential transactions • Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions • Periodically produce brief and topical marketing blogs sponsored by CoreVest • Meet or exceed quarterly/annual individual production targets • Regularly log customer interaction in CoreVest's Salesforce CRM platform • Assist underwriting and other deal team members as needed

🎯 Requisitos

• Bachelor’s Degree • 2 years of experience in commercial banking, specialty finance, residential or commercial loan originations • Must have experience in Business Purpose Lending (RTL and/or DSCR) • Hands-on approach with track record of driving results • Exceptional interpersonal and relationship building skills • Strong financial background with analytical and numerical proficiency • Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) • Ability to balance personal resourcefulness and individual drive in a team-based environment • Willingness to travel

🏖️ Benefícios

• discretionary corporate bonus program • multiple health plans • STD and LTD options • company sponsored life insurance • fitness reimbursement • paid parental leave • time to volunteer • Paid Time off • ESPP • 401K matching