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Anchor Loans · 2 months ago

Real Estate Lending Account Executive

United States

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $75K/yr

5+ years exp

Anchor Loans is a leading private lender focused on residential real estate investors and builders. They are seeking an Account Executive who will be responsible for establishing and nurturing relationships with property investors to meet loan production goals.

Financial ServicesPayments

Responsibilities

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

Work directly with potential borrowers to obtain initial documentation

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

Qualification

Business purpose lendingNMLS licenseCRM experienceCustomer relationship managementMicrosoft Office proficiencyAnalytical skillsSocial media experienceCommunication skillsInterpersonal skillsLeadership skills