Investor loan partner

Kingdom Capital Financial; United States; Remote; USD 45,000 - 85,000; Full time

Job summary

An established industry player is on the lookout for a self-motivated Investor Loan Partner to assist clients in securing business investment loans for residential and commercial properties. This role requires guiding clients through the funding process, connecting them with suitable lenders, and managing loan applications with precision. The ideal candidate will possess excellent communication and analytical skills, along with a strong understanding of mortgage products. If you thrive in a remote work environment and are passionate about helping clients achieve their investment goals, this opportunity is perfect for you.

Qualifications

• Experience in financial services is a strong plus.
• Deep understanding of Non-QM loan products and underwriting guidelines.

Responsibilities

• Connect clients with lenders to meet their investment loan needs.
• Manage leads and track pipeline activity accurately.

Skills

Mortgage Broker Experience

Communication Skills

Negotiation Skills

Customer Service Skills

Analytical Thinking

Problem-Solving Abilities

Bilingual Abilities

Education

High School Diploma

Bachelor’s Degree in Finance or Business

Tools

Mortgage Software

CRM Systems

Microsoft Office

Zoom

Google Drive

WhatsApp

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Kingdom Capital Financial

Employment Type: Full-time (Commission Only)

Reports To: Branch Manager

Job Title: Investor Loan Partner

Location: Remote

Job Summary

We are seeking a self-motivated, detail-oriented, and client-focused Investor Loan Partner to assist clients in securing business purpose investment loans for both residential and commercial properties.

The ideal candidate will serve as an intermediary between investor sponsors and lenders—guiding clients through the entire funding process from application to closing.

Key Responsibilities

• Connect clients with lenders and financial institutions that best meet their investment loan needs
• Clearly and transparently explain different investment loan products and terms
• Manage leads and track pipeline activity by accurately recording file movements
• Submit loan applications and follow through on the approval process
• Monitor market trends and interest rate fluctuations relevant to investor lending
• Cultivate strong relationships with real estate professionals, lenders, and clients
• Provide consistent support to clients throughout the entire loan process

Skills and Requirements

• Experience as a Mortgage Broker or within financial services is a strong plus
• Deep understanding of Non-QM loan products, underwriting guidelines, and closing procedures
• Excellent communication, negotiation, and customer service skills
• Strong analytical thinking and problem-solving abilities
• Proficient with mortgage software and CRM systems
• Comfortable using tools like Microsoft Office, Outlook, Teams, Google Drive, Zoom, and WhatsApp
• Attendance at company meetings (camera on) is required
• High school diploma required; Bachelor’s degree in finance, business, or related field preferred

Preferred Qualifications

• Bilingual abilities (Spanish, Mandarin, etc.)
• Familiarity and experience with Non-QM loan structures
• An established network of lender relationships

Work From Home Requirements

Technical Needs:

• High-speed internet to support video conferencing and file sharing
• Personal computer or laptop with a working camera
• Ability to manage communication tools and CRM remotely with responsiveness

Work Environment:

• Dedicated, distraction-free workspace
• Ergonomic setup for long-term productivity and comfort

Soft Skills:

• Self-discipline to manage tasks and meet deadlines independently
• Strong verbal and written communication to stay connected with clients and the team

If this role aligns with your experience and goals, we’d love to hear from you!

Seniority level

• Entry level

Employment type

• Full-time

Job function

• General Business, Management, and Business Development