Relationship Manager

CoreVest Finance

Relationship Manager at CoreVest Finance responsible for sourcing new credit line and loan customers in residential real estate investments. Evaluating transactions and supporting customers throughout the loan process.

Posted 5/5/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $150,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Bachelor’s Degree
2 years of experience in one or more of the following areas: 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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

cashflow underwritingterm sheet preparationcredit line evaluationnumerical proficiencyanalytical skillsBusiness Purpose LendingRTLDSCR

Soft Skills

interpersonal skillsrelationship buildingdriving resultsteam-based collaborationresourcefulness

Certifications

Bachelor’s Degree