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CoreVest Finance · 3 weeks ago

Relationship Manager (Sales Origination/Loan Officer)

United States

Full-time

Remote

Entry, Mid Level

$150K/yr - $250K/yr

2+ years exp

CoreVest American Finance (CAF), a division of Redwood Trust, is the leading provider of debt financing for residential real estate investors. The Relationship Manager will be responsible for sourcing new credit line and term loan customers through direct and inbound efforts, while also supporting customers throughout the loan process.

Financial ServicesMortgage

Hiring Manager

Tiffany Barber Schmidt

Responsibilities

Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community

Attend and professionally represent CAF 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 CAF

Meet or exceed quarterly/annual individual production targets

Regularly log customer interaction in CAF’s Salesforce CRM platform

Assist underwriting and other deal team members as needed