CoreVest is the leading lender to residential real estate investors, nationwide.
Relationship Manager
Location
Oregon
Posted
28 days ago
Salary
$150K - $250K / year
Seniority
Mid Level
Job Description
Relationship Manager
CoreVest Finance
• 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
Job 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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