Relationship Manager

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🕒 May 15

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CoreVest Finance

51 - 200 employees

Founded 2014

💸 Finance

🏠 Real Estate

🤝 B2B

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.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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

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