Customer Relationship Management Lead

Lend Investors Capital; United States; Remote; USD 62,000 - 70,000; Full time

Job summary

A leading company in construction finance is seeking a Lead Client Relations Specialist/Loan Processor. This role involves managing a loan pipeline, ensuring exceptional service, and mentoring a team to meet productivity objectives. Join a dynamic team that values innovation and offers a flexible work environment.

Benefits

Health Insurance

Health Savings Account (HSA)

Paid Time Off

Paid Holidays

Work Flexibility

Innovative Environment

Qualifications

• Minimum of 3 years’ experience as a Loan Processor or equivalent role.
• In-depth knowledge of loan processes and required documentation.

Responsibilities

• Manage a pipeline of files for their full life cycle.
• Provide exceptional customer service to borrowers and partners.
• Ensure timely completion of loan files.

Skills

Communication

Time Management

Multitasking

Tools

MS Office

Job description

We are looking for a Lead Client Relations Specialist/Loan Processor to join our team! The Lead Client Relations Specialist/Loan Processor produces as well as supports & mentors a team of Client Relations Specialist to ensure the business is achieving its customer service, service turn-times, loan conversion and productivity objectives are met by each team member for their assigned loan pipeline.

This role is responsible for maintaining & managing a pipeline of files for their full life cycle and is required to provide exceptional customer service to our borrowers, business partners, sales team, closing agents, and other internal functions in an effort to deliver on-time closings to our Borrowers. The Processor must be proficient at processing Business Purpose Loans both Rental & Short-Term loans (Fix/Flip, Bridge, New Construction).

Lend Investors Capital is a nationwide private business purpose lender, offering innovative financing solutions to a wide spectrum of real estate investors, homebuilders, and mortgage Brokers. Loan products include options for Acquisition, Refinance, Bridge, and Construction financing, in the form of single asset loans and portfolio loans. Lend Investors Capital is headquartered in Puyallup, Washington, with regional sales teams across the country.

What You’ll Do:

• Proactively communicate and build positive relationships with our borrowers, business partners, sales team, closing agents, and other internal functions.
• Proactively follow-up, communicate, and initiate actions in order to finish loan files fast & efficiently.
• Proactively order, request, and receive loan requirements from vendors, customers, business partners, and closing agents; ensure outstanding loan requirements are received timely, and without delay.
• Order other program required documents, including but not limited to: credit, background checks, inspections, entity reviews, appraisal reviews, assets, proof of funds, etc. – in order to complete processing requirements.
• Prepare summaries, complete required checklists, and make clear & factual conversation log notes on each file.
• On all items received, conduct preliminary review to ensure quality, accuracy, and preliminary validation based on current loan programs, and company policy requirements.
• Submit validated items& loan documentation received to Credit UW for review and acceptance.
• Achieve Minimum Productivity requirements: Units funded, #Service times elapsed, Pipeline Conversion, Customer survey results, and Meet Closing on-time expectations.
• Collect and prepare all necessary documentation for the loan package.
• Properly file all received and required items for loan retention and delivery.
• Submit documentation & loan files to the designated Underwriter.
• Comply & meet all established policies, regulations and legal requirements.
• Follow-up with clients to verify important information.
• Ensure loan pipeline is 100% up-to-date and reflects accurate information daily.
• Use internal reporting and internal tools to drive efficiencies and reduce service times.
• Ensure all pipeline loans are properly dispositioned and filed accurately.
• Adheres to approved daily work schedule and achieves attendance standards in order to satisfactorily perform all position requirements.
• Remains current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the business.
• Perform other duties as assigned.

What We’re Looking For:

• A minimum of (3) years’ experience as a Loan Processor or equivalent role.
• In-depth knowledge of loan processes, required loan documentation, closing procedures, and the loan process.
• Good understanding of lending computer software and MS Office.
• Excellent communication skills, both written and verbal.
• Good multitasking abilities with outstanding time management skills.
• Open to learning new technology systems and a paperless environment.
• Ability to work in a team-oriented environment; and a commitment to providing exceptional customer service.
• Must take initiative and focus on achievement of position & company objectives.
• May work remote or in local office.

Why You’ll Love It Here:

At Lend Investors Capital, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:

• Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
• Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
• National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
• Health Insurance – We’ve got you covered! Lend Investors Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
• Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
• Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
• Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.

Lend Investors Capital is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

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