Loan Originator

• Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources.
• Primary focus on driving sales, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc.
• Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks.
• Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management.
• Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell.
• Attend industry events and conferences, leveraging pre-planning, onsite meetings and post outreach to find and convert leads.
• Leverage the CRM marketing campaigns to nurture and stay in contact with all customers.
• Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets.
• Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
• Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing.
• Pre-qualify loan packages when borrower or brokers require assistance.
• Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems.
• Grow the Brand (Anchor’s and yours) with Blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases.
• Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans.
• Create strong partnerships with Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve inter department roadblocks.
• Stay up to date on industry and competitor trends; Using this information to inform product, sales and/or pricing.

Regional Loan Originator driving sales and nurturing client relationships at Anchor Loans

Regional Loan Originator

Regional Loan Originator at Anchor Loans meeting loan production goals by building relationships with real estate investors. Handling client interactions and operations throughout the loan cycle.

• Identify, develop, and close on prospective bridge loan borrowers
• Cultivate and maintain strong business relationships with borrowers
• Obtain all required paperwork and financial information from perspective borrowers
• Report business development and sales activity
• Meet with new and existing prospects
• Help develop and execute business plans with thorough market and competitor analysis

Loan Originator sourcing and closing bridge loans at Merchants Mortgage & Trust Corporation

Loan Originator responsible for sourcing, vetting, and closing relationships for bridge loan programs. Working with borrowers in Fix & Flip and construction financing.

• Actively pursue and secure new business by cultivating relationships with property investors, brokers, and real estate agents.
• Consistently achieve or exceed monthly sales goals by identifying and capitalizing on lending opportunities.
• Negotiate and present compelling loan terms, creating customized solutions to meet client needs and drive deal closures.
• Build and maintain a network of real estate investors and referral partners, including brokers and realtors, to create a steady flow of high-quality leads.
• Utilize data-driven insights and market trends to strategically target opportunities and maximize sales potential.
• Develop strong, long-term relationships with clients, ensuring repeat business and referrals.
• Maintain a dynamic pipeline of potential deals, ensuring timely follow-ups and efficient progression from lead generation to loan closing.
• Consistently update the CRM system to reflect the status of prospects, applications, and active clients.
• Monitor sales performance metrics and adjust strategies to optimize outcomes.
• Partner with internal teams such as Processing, Underwriting, and Valuations to ensure smooth and timely loan processing.
• Act as a liaison between clients and operations to overcome challenges and meet client expectations effectively.
• Represent Dunmor at trade shows, industry conferences, and other events to establish the company as a trusted brand in real estate financing.

Loan Originator driving sales for a premier direct lender in real estate financing

Loan Originator driving sales for Dunmor, a premier direct lender for residential and multifamily real estate. Seeking results-driven sales professionals with strong industry backgrounds.

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Regional Loan Originator

Loan Originator

Loan Originator