Relationship Manager

CoreVest Finance
Irvine CA
30+ days ago
CoreVest Finance
CoreVest Finance

Job Description

Job Summary:

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. CAF is seeking a Relationship Manager to join our Production team. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.

  • 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

Minimum Requirements
: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.

  • Bachelor’s Degree
  • 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
  • Hands-on approach with track record of driving results
  • Exceptional interpersonal and relationship building skills
  • Strong financial background with analytical and numerical proficiency
  • Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
  • Ability to balance personal resourcefulness and individual drive in a team-based environment
  • Willingness to travel


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