CoreVest Finance

Account Manager

• 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

Relationship Manager