Relationship Manager

Job not on LinkedIn

March 3

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $55k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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CoreVest Finance

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Finance • Real Estate • B2B

CoreVest Finance is a leading lender to residential real estate investors, specializing in providing flexible and reliable financing solutions tailored to unique business needs. With a commitment to helping clients grow, CoreVest has successfully closed over $23 billion in loans, offering a variety of products including rental loans, bridge loans, and multifamily loans. Their efficient and streamlined process allows borrowers access to substantial capital nationwide, supporting the growth of their investment portfolios.

51 - 200 employees

Founded 2014

💸 Finance

🏠 Real Estate

🤝 B2B

📋 Description

• Remote option available • CoreVest American Finance (CAF) is a provider of debt financing for residential real estate investors • The Relationship Manager will be responsible for sourcing new credit line and term loan customers • Work with team members to support customers throughout the loan process • Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors • Attend and professionally represent CAF 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 and narratives/conclusions • Produce brief and topical marketing blogs sponsored by CAF • Meet or exceed quarterly/annual individual production targets • Regularly log customer interactions in CAF’s Salesforce CRM platform • Assist underwriting and other deal team members as needed

🎯 Requirements

• Bachelor’s Degree • 2 years of experience in commercial banking, specialty finance, residential or commercial loan originations • Hands-on approach with track record of driving results • Exceptional interpersonal and relationship building skills • Strong financial background with analytical and numerical proficiency • 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

🏖️ Benefits

• 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