Loan Officer - Remote

Crebrid+WCL; California (MO); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off (PTO)

Annual performance-based bonus

Professional development opportunities

Job summary

Crebrid+WCL is seeking a Loan Officer in California to originate and structure short-term real estate loans. This role requires strong financial acumen, proven sales experience, and effective relationship management skills. As part of a dynamic team, you will guide clients through the loan process, ensuring a high-quality loan pipeline.

Comprehensive benefits are offered including medical, dental, vision coverage, a 401(k) retirement plan, and flexible work arrangements. Join us in shaping the future of real estate financing.

Qualifications

• 2+ years of sales experience in a high-performance environment.
• Comprehensive knowledge of loan origination and private lending products.
• Proficiency in building and managing a pipeline of loans.

Responsibilities

• Originate and structure short-term real estate loans.
• Generate leads and convert them into funded deals.
• Educate investors on financing solutions and loan options.

Skills

Sales experience

Financial acumen

Relationship building

Problem-solving

Education

Bachelor’s degree in real estate finance or equivalent

Tools

CRM platforms (HubSpot)

Job description

About the Company

Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings – an institutional investment manager with over $400 billion in assets – Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance‑driven culture where individual contributions directly support our organizational success.

About the Role

As a Loan Officer, this position will be responsible for originating and structuring short‑term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset‑based lending, and the ability to build and maintain a high‑quality loan pipeline. The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast‑paced, performance‑driven environment.

Key Responsibilities

• Analyze, structure, and facilitate the origination of diverse real estate loan products; guide borrowers from intake to close while ensuring timely and accurate execution.
• Proactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuring.
• Serve as a trusted advisor by educating real estate investors on financing solutions, underwriting requirements, and loan program options; deliver tailored financial guidance to support repeat business and long‑term growth.
• Maintain accurate and up‑to‑date records of all borrower interactions, quoted deals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies.
• Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories.
• Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal.
• Develop in‑depth understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower engagements.

Required Skills and Qualifications

• Bachelor’s degree preferred; equivalent professional experience in real estate finance will be considered.
• Minimum of five (2) years of sales experience.
• Comprehensive knowledge of loan origination, real estate finance, collateral valuation, private lending products, investor requirements, and applicable regulatory considerations.
• Demonstrated expertise in structuring short‑term real estate loans and assessing asset‑based risk.
• Proficiency in CRM platforms (HubSpot or comparable systems).
• Advanced sales and marketing capabilities with a proven ability to develop and maintain a strong, sustainable pipeline.

Professional Attributes

• Demonstrates exceptional ethical judgement, professionalism, and integrity.
• Self‑motivated and goals‑driven, with the ability to excel in a fast‑paced, commission‑based environment.
• Strong verbal and written communication skills with the ability to cultivate, manage, and retain client relationships.
• Effective problem‑solving and decision‑making skills with a results‑oriented, solutions‑focused mindset.
• Proven ability to collaborate within a team environment and support organizational objectives.
• Highly organized and detail‑oriented, with strong multitasking, prioritization, and follow‑through capabilities.

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage with employer‑subsidized premiums.
• Company‑sponsored 401(k) retirement plan.
• Paid time off (PTO), including vacation, sick time, and company‑recognized holidays.
• Employer‑paid basic life insurance with optional supplemental coverage.
• Annual performance‑based bonus eligibility, where applicable.
• Professional development, learning opportunities, and room to grow in your career.
• Flexible or hybrid work arrangements, subject to role requirements.

At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward‑thinking team that is shaping the future of real estate financing.

We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.