Associate Loan Officer

Archwest; United States; Hybrid; USD 55,000 - 60,000; Full time

Job summary

Archwest is seeking an Associate Loan Officer (ALO), a sourcing agent for our top Loan Officers. You will generate qualified opportunities through high-volume outbound prospecting to real estate investors and route strong leads to the Loan Officers.

Responsibilities include inbound lead qualification, booking meetings, maintaining Salesforce pipeline hygiene, and rapid speed-to-lead. You will learn credit basics and real estate finance, with a path to owning a book of business.

Qualifications

• 0–1 years in sales, financial services, or customer-facing roles.
• Exposure to real estate or mortgage industry preferred but not required.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Outbound sourcing: high-volume prospecting via phone, email, and LinkedIn to generate opportunities for Loan Officers.
• Inbound qualification & routing: assess leads and route to the strongest Loan Officer candidates.
• Booking meetings: set qualified meetings and maintain calendars with opportunities.
• Pipeline hygiene: update Salesforce with outreach and next steps.
• Speed-to-lead: respond quickly to new inbound inquiries.
• Learning the craft: build foundational credit and product knowledge on onboarding.
• Strong communication and phone presence to engage investors.
• High energy and activity tolerance for volume-based outreach.
• Coachable, curious about private lending and real estate investing.
• Resilient and able to talk with investors and maintain momentum.

Skills

Outbound prospecting

Inbound qualification

Booking meetings

Salesforce

Speed to lead

Learning ability

Communication skills

High energy

Coachability

Resilience

Hybrid office adaptability

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

AI-assisted prospecting tools

Job description

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The Associate Loan Officer (ALO) is a sourcing agent for Archwest’s top-producing Loan Officers — think sales analyst / sales development representative for private lending. The mission is simple: get real estate investors on the phone. The ALO sources and qualifies investor leads through high-volume outbound and inbound follow-up, books qualified meetings for paired Loan Officers, and keeps the pipeline full so top LOs can spend their time closing. This is a high-activity, high-energy role for someone who is hungry to learn, exceptional on the phone, and eager to build a career in real estate finance. It is the first step on a path toward owning a book of business as a Loan Officer. This position reports to sales leadership and works in close partnership with assigned Loan Officers.

Essential Functions

• Outbound Sourcing: Execute high-volume outbound prospecting — phone, email, and LinkedIn — against targeted lists of real estate investors and borrowers to generate qualified opportunities for paired Loan Officers.
• Inbound Qualification & Routing: Qualify inbound leads from website submissions, marketing campaigns, and referrals within SLA; determine borrower profile (experience level, deal type, geography, product need) and route the strongest opportunities to the appropriate Loan Officer.
• Booking Meetings: Set qualified meetings and keep top Loan Officers’ calendars full of real, well-qualified opportunities — owning the top of the funnel so LOs can focus on closing.
• Pipeline Hygiene: Maintain rigorous lead and activity hygiene in Salesforce — logging all outreach, updating lead status, and tagging routing rationale with clear next steps and dates.
• Speed-to-Lead: Respond to new inbound demand quickly, meeting speed-to-lead standards and ensuring no qualified borrower goes uncontacted.
• Learning the Craft: Build foundational credit and product knowledge through structured onboarding and ongoing exposure to Loan Officer deal flow — progressing toward a Loan Officer seat based on activity, results, and demonstrated aptitude.
• Strong communication and phone presence — able to build rapport and engage real estate investors at first contact.
• High energy and high activity tolerance — comfortable with volume-based daily outreach targets (calls, emails, touches).
• Hungry to learn, coachable, and genuinely curious about private lending, real estate investing, and credit products.
• Naturally good at talking to people; persistent, personable, and resilient.
• Comfort with high-volume, technology-driven outreach — including CRM-based lead management (Salesforce), AI-assisted prospecting and qualification tools, and automated multi-channel sequencing.
• Organized and detail-oriented, with strong data-hygiene discipline.
• Results-oriented with a drive to hit and exceed activity and qualified-meeting targets.
• Comfort operating in a hybrid office environment.

Education and Experience

• 0–1 years in sales, financial services, or customer-facing roles; high-volume outreach or SDR experience preferred.
• Exposure to real estate or mortgage industry preferred but not required.
• Bachelor’s degree or equivalent work experience.

Salary range for this position is $55,000 - $60,000

Accessibility

At Archwest, we will provide reasonable accommodations to enable individuals with disabilities to perform essential functions. Please let us know by contacting us at [e-mail].