Loan Officer

CLS Capital; Cary (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

CLS Capital, LLC seeks ambitious Entry Level Account Executives to join our growing team. You will identify new leads for asset-based real estate loans nationwide and work with brokers and borrowers to determine needs and qualify loans through closing.

Training is provided on our processes and products, setting you up for success. The role offers a competitive base salary with commission and advancement potential in a fast-paced national lending environment.

Qualifications

• Entry-level position with comprehensive training provided on CLS Capital's processes and products.
• Ability to identify, qualify, and pursue loan opportunities for asset-based real estate.
• Proficiency with MS Office (Outlook, Word, Excel) and familiarity with CRM systems.

Responsibilities

• Identify new customers for real estate asset-based loans fitting CLS Capital criteria.
• Follow up on leads generated through CLS Capital's marketing program.
• Oversee loan origination, processing, and underwriting.
• Manage post-closing servicing and borrower follow-up.
• Collect and analyze financial/credit data to assess needs and program fit.
• Communicate CLS products and services clearly to clients.
• Learn about new CLS products and participate in cross-training.
• Aim to close at least 5 loans valued at $1,250,000 within 4 months.

Skills

Communication

Independence

MS Office

CRM software

Loan pipeline management

Tools

CRM software

Job description

Job Description

CLS Capital, LLC is a national, direct private lender providing time‑sensitive, bridge financing to real estate investors to fund the purchase of non‑owner occupied residential and commercial properties, provide bridge loans, and provide real estate‑backed lines of credit.

We are seeking Entry Level Account Executives to join our quickly growing team. The position is responsible for identifying new, viable leads for asset‑based real estate throughout the USA. The Account Executive will work directly with CLS Capital's brokers and borrowers to establish their needs, identify a program that fits those needs, and take steps to qualify the loan and shepherd it through the closing process.

If you don't have experience in lending, don't worry! CLS Capital provides comprehensive training on our processes and products to set you up for success. This is a great opportunity to start your career with a national leader in asset‑based lending for real estate investment projects. In addition to training and advancement potential, CLS Capital also offers a competitive base salary and commission structure. Ideal candidates will be entrepreneurial‑minded self‑stagers with a desire to grow their business, increase their income, and become part of the CLS Capital team. We look forward to speaking with you!

Primary Responsibilities

• Identify new customers for real estate, asset‑based loans fitting company's criteria
• Follow up on leads generated through CLS Capital's marketing program
• Responsibility for loan origination and oversight of processing and underwriting
• Responsibility for all follow up servicing after closing
• Collection and analysis of financial and credit data to assess customer need and identify the appropriate program
• Thorough knowledge and clear communication of all CLS products and services
• Learn about new CLS products and services and participate in cross‑training to develop a global understanding of the loan life cycle
• Expectation to close at least 5 loans for a value of $1,250,000 within the first 4 months of employment
• Additional tasks or projects as assigned

Required Skills

• Ability to communicate effectively with clients in person, over the phone and through email
• Ability to work independently and meet deadlines
• Proficiency using MS Office, specifically Outlook, Word and Excel
• Ability to handle a 30-50 loan pipeline efficiently
• Proficiency using a CRM software