Loan Officer

RBI Private Lending LLC; Charlotte (NC); Remote; USD 70,000 - 120,000; Full time

Job summary

RBI Private Lending in Charlotte, North Carolina, is seeking a Loan Officer/Account Executive to originate, structure, and manage private real estate loans for investors. You will work with brokers and referral partners to drive loan volume while maintaining deal quality.

The role blends sales, underwriting knowledge, and investor awareness to structure Bridge, DSCR, ground-up construction, and fix & flip loans, with travel to meet clients and industry events as needed.

Qualifications

• Minimum of 3 years of experience in Private Lending for Real Estate Investments.
• Experience with Bridge, Fix & Flip, DSCR, and Ground-Up Construction loan products.
• Proven loan origination and closing volume in investor-focused lending.
• Bachelor’s degree in business, finance, or related field preferred.

Responsibilities

• Originate and manage private real estate loans from prospect to funding.
• Develop and maintain relationships with investors, brokers, and referral partners.
• Manage pipeline and coordinate with internal teams for timely closings.
• Ensure compliance with credit guidelines and documentation standards.
• Coordinate with teams to ensure compliant closings and post-close follow-up.
• Maintain accurate pipeline activity, documentation, and reporting in the CRM.

Skills

Sales Experience

Business development

Investor relations

CRM proficiency

Communication

Education

Bachelor’s degree in business/finance

Tools

CRM software

Microsoft Office

Job description

Candidates must meet all of the following requirements to be considered for this position:

• +4 years of Sales Experience (Required)
• +3 years of proven sales and business development experience in Private Lending for Real Estate investors (Required).

Location: Charlotte, North Carolina (Remote)

Who are we?

RBI Private Lending is a U.S.-based real estate lending platform focused on providing strategic capital solutions for residential real estate investors and developers. Through bridge, construction, and investment loan programs, we support investors in acquiring, renovating, and building residential properties across key U.S. markets

Position Overview

The Loan Officer / Account Executive is responsible for originating, structuring, and managing private real estate loans, primarily focused on investor-driven transactions (fix & flip, ground-up construction, bridge, and DSCR loans). This role serves as a strategic partner to real estate investors, brokers, and referral partners while driving loan volume, portfolio quality, and long-term relationship growth.

The ideal candidate blends sales acumen, underwriting knowledge, and investor awareness, with a strong understanding of private lending credit, collateral-based risk, and deal structuring.

Key Responsibilities

• Originate and manage private real estate loans from initial prospect through funding
• Develop and maintain relationships with investors, brokers, and referral partners
• Manage pipeline and coordinate with internal teams to ensure timely closings
• Ensure compliance with credit guidelines, documentation standards, and company policies
• Coordinate with internal teams to ensure compliant, efficient closings and post-close follow-up
• Manage pipeline activity, documentation, and reporting within the CRM accurately and timely

Qualifications

• Minimum of 3 years of experience in Private Lending for Real Estate Investments.
• Proven experience with Bridge, Fix & Flip, DSCR, and Ground-Up Construction loan products.
• Proven track record of loan origination and closing volume in investor-focused real estate lending.
• Bachelor’s degree in business, finance, or a related field (preferred).
• Strong understanding of loan origination and underwriting processes.
• Established book of business specializing in RTL (Residential Transition Loans) or DSCR (Debt-Service Coverage Ratio) loans.
• Excellent communication, negotiation, and presentation skills.
• Ability to multitask and manage multiple client accounts effectively.
• Proficiency in CRM software and Microsoft Office Suite.
• Frequent travel to meet clients and attend industry events.