Associate Territory Manager

American Heritage Lending, LLC; Irvine (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Loan Originator, where your sales expertise will drive success in the investor residential real estate sector. This role offers the opportunity to build strategic relationships with property investors and brokers while managing a dynamic pipeline of loan applications. You will play a crucial part in facilitating the loan approval process and collaborating with various departments to overcome challenges. With a focus on enhancing customer experience, this position allows for remote work and offers a competitive benefits package, making it an exciting opportunity for motivated sales professionals eager to make an impact in the lending industry.

Benefits

Medical

Dental

Vision

Matching 401(k)

Paid Time Off

Paid Holidays

Qualifications

• High School diploma required; Bachelor's preferred.
• Proven sales experience in private money lending.

Responsibilities

• Drive sales by building relationships with property investors and brokers.
• Manage loan applications and facilitate borrower approvals.

Skills

Sales Skills

Relationship Building

Loan Processing

Financial Analysis

Communication Skills

Microsoft Office Suite

Encompass LOS System

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office Suite

Encompass LOS System

Job description

American Heritage Lending, LLC located in Irvine, CA is looking for an Associate Territory Manager.

Why American Heritage Lending:

American Heritage Lending is in search of highly motivated and customer-centric individuals to join our team as Loan Originators. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. Successful candidates will demonstrate a proven track record of achieving $3 million or more in monthly origination volume within the fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing sectors.

Essential Duties & Responsibilities include:

As a vital member of the AHL team, your role as a Loan Originator encompasses a range of responsibilities aimed at identifying and capitalizing on new lending opportunities within the investor residential real estate sector. Key duties include:

1. Sales Focus and Relationship Building: Drive sales by establishing and strengthening relationships with property investors, brokers, and real estate agents. Utilize various channels, including company leads, referrals, and participation in industry events.
2. Loan Processing Facilitation: Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.
3. Pipeline Management: Effectively manage and prioritize a dynamic pipeline of potential clients and loan applications, ensuring timely follow-ups and updates to meet established targets.
4. Interdepartmental Collaboration: Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks.
5. Industry Events and Networking: Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

1. A High School diploma or equivalent is required. Bachelor’s preferred.
2. Current experience working for private money lending.
3. Proven track record of achieving $3 million or more in monthly origination volume in fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing.
4. Excellent interpersonal, communication and presentation skills.
5. Ability to analyze and organize financial information and perform financial calculations.
6. Ability to structure the loans according to the customer’s needs and the bank’s underwriting guidelines.
7. Proficient with Microsoft Office Suite. LOS system is Encompass.

Essential Mental & Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Frequently required to sit, stand, kneel, stoop, or squat.

Use hands or fingers to handle or feel objects, tools, or controls.

Reach with hands and arms.

Talk or hear.

Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus.

Occasionally lift and/or move up to 25 pounds.

Work Environment:

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting.

Job Classification:

Exempt

Location:

Remote

Benefits:

• Medical
• Dental
• Vision
• Matching 401(k)
• Paid Time Off
• Paid Holidays

This is a remote position.