Regional Loan Officer, Business Development

New
Based in the United StatesFull-TimeEntry
Salary not disclosed
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Job Details

Experience
2+ years of experience in sales, business development, or lead generation
Required Skills
Business DevelopmentSalesforceLead GenerationCRM

Requirements

  • 2+ years of experience in sales, business development, or lead generation with a demonstrated track record of prospecting and closing deals.
  • Strong communication and presentation skills with the ability to quickly build trust and credibility with clients and partners.
  • Highly organized, self-motivated, and capable of working independently in a remote, performance-driven environment.
  • Coachable mindset with a strong desire for continuous learning, development, and long-term career growth in lending or financial services.
  • Interest in real estate investment, private lending, or financial markets is strongly preferred.
  • Familiarity with CRM tools such as Salesforce or similar platforms is a plus.
  • Willingness to obtain an NMLS license within 90 days of employment, if required.
  • Bachelor’s degree preferred but not required depending on relevant experience.

Responsibilities

  • Support senior originators by assisting with pipeline management, client meetings, deal preparation, and learning core loan structuring and underwriting processes.
  • Develop and grow your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
  • Build and maintain strong client relationships by acting as a responsive, high-touch point of contact throughout the loan lifecycle.
  • Gain exposure to the full lending process, including deal analysis, underwriting coordination, approvals, and closings to prepare for independent origination responsibilities.
  • Engage with industry professionals, investors, and brokers to expand market presence and generate new business opportunities.
  • Educate prospective borrowers on lending solutions and value propositions to support informed decision-making and successful deal execution.
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