Client Development Associate jobs in United States
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Acra Lending ยท 2 months ago

Client Development Associate

positionIrvine, CA, USA
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Acra Lending is a company that specializes in alternative income loan products, helping borrowers qualify for flexible loan programs. The Client Development Associate will work directly with Business Development Officers to support business development activities and manage correspondent client relationships.

Commercial LendingConsumer LendingFinancial Services

Responsibilities

Study and train under the direction of a BDO to become knowledgeable about Acra Correspondent lending loan programs, guidelines and operational processes
Learn how to source and approve new correspondent clients
Support partnered BDO in the sourcing and approving of new correspondent clients
Learn how to train clients on operational policies and procedures
Support partnered BDO in training correspondent clients on operational policies and procedures
Guide/instruct clients on documents required for qualified eligibility review submissions
Track, manage report, and call on prospective clients

Qualification

Microsoft ExcelVerbal communicationWritten communicationCustomer managementMathematical skillsReasoning abilityMicrosoft Office

Required

Excellent verbal and written communication skills
Experience with Microsoft Excel and ability to compile and analyze data
Minimum of 2 years of experience in sales or customer management/support role
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Advanced knowledge of Microsoft Office applications (Word, Excel, Outlook, etc)

Benefits

Medical
Dental
Vision
Wellness programs
EAP counseling services
FSA & HSA
Company sponsored life insurance for employee
Voluntary life insurance for employee, spouse and child
AD&D Insurance
Voluntary short-term and long-term disability
Critical illness insurance
Accident insurance
Legal assistance
Pet insurance
Living will and trust preparation discounts
Commuter program
Annual walking challenge
Employee appreciation events
Monthly sales awards
Competitive salary
Exceptional 401k match program

Company

Acra Lending

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Acra Lending specializes in lending services and adjustable-rate mortgages as well as alternative income products.
dateFounded in 2003
location
Lake Forest, California, USA
people-size201-500 employees
web-link
https://acralending.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Africa Carbon Removal Accelerator
2025-04-15Non Equity Assistance

Leadership Team

K
Kyle Gunderlock
President / Chief Risk Officer
linkedin

Recent News

HousingWire.com
Suzy Lindblom joins Acra Lending as managing director
2025-12-24
HousingWire.com
Acra Lending appoints Shawn Stone new CEO
2025-08-13
HousingWire.com
Are you equipped for the next generation of homebuyers and investors?
2025-07-15
Company data provided by crunchbase