Convoy Capital ยท 1 day ago
Loan Producer
San Diego, CA
Full-time
Onsite
Entry, Mid LevelConvoy Capital is a fast-growing company with an upbeat culture seeking a self-motivated Loan Producer. The role primarily involves cold-calling commercial property owners to explore refinance or purchase opportunities while working under the guidance of a Senior Loan Officer and Chief Operating Officer.
Financial ServicesLendingWealth Management
Responsibilities
Meet minimum daily/weekly/monthly outbound call volume and other key performance indicators
Work closely with industry related professionals to gather and prepare all necessary information to complete underwriting requirements
Review the loan process by monitoring loan status, term conformity, and regulatory guidelines
Interact with customers, realtors, processors, and underwriters to ensure a smooth transaction
Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business
Counsel borrowers to understand the pros and cons of different loan products to determine which is best for them
Promptly respond to all communications directly from the borrower or from third parties
Keep all contacts up to date in real-time in Customer Relationship Management (CRM) with specific information including status, transaction type (refinance/purchase), all relevant data entry fields, detailed relationship-building notes on all communications/interactions, updated contact activity, etc
Qualification
Required
Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required
Excellent phone skills required
Strict attention to detail required
DRE license required
Preferred
Phone prospecting experience preferred
Experience in the commercial real estate or commercial real estate lending industry
Experience using Customer Relationship Management (CRM) software preferred
Company
Convoy Capital
Convoy Capital is a financial services firm, offering wealth creation, and preservation services.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase