Loan Officer - Remote

Crebrid+WCL; Dallas (TX); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Company-sponsored 401(k) retirement plan

Paid time off (PTO)

Annual performance-based bonus

Flexible or hybrid work arrangements

Professional development

Hybrid work option

Job summary

A recognized private lender based in Dallas seeks a Loan Officer to originate and structure short-term real estate loans. The ideal candidate will have at least 2 years of sales experience in real estate finance and strong relationship management skills. Key responsibilities include generating leads, educating clients on financing solutions, and maintaining accurate records in CRM systems. A competitive benefits package and flexible work arrangements are offered.

Qualifications

• Minimum of 2 years of sales experience related to real estate finance.
• Comprehensive knowledge of loan origination and private lending products.
• Proficient in CRM systems to manage loan pipeline effectively.
• Proven ability to structure short-term real estate loans and assess asset-based risk.
• Proficiency with CRM platforms and maintaining a high-quality loan pipeline.

Responsibilities

• Originate and structure short-term real estate loans.
• Generate leads and maintain loan pipeline.
• Educate clients on financial solutions and underwriting requirements.
• Manage relationships with investors, clients, and brokers.
• Develop sponsor, broker, and referral relationships; attend industry events to expand market presence.
• Collaborate with internal teams to ensure smooth processing, underwriting, and closing of loans.
• Develop deep knowledge of loan products and market trends to represent the company professionally.

Skills

Sales experience in hard money lending

Relationship management

Financial acumen

Communication skills

Sales experience

Communication skills

Education

Bachelor’s degree or equivalent experience in real estate finance

Tools

CRM platforms (HubSpot or comparable)

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 digitalcredit 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

Deal Origination & Management

• Analyze, structure, and facilitate the origination of diverse real estate loan products; guide borrowers from intake to close while ensuring timely and accurate execution

Drive Sales Performance

• 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

Client Engagement

• 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

CRM & Pipeline Management

• 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

Strategic Business Development

• Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories

Cross-Functional Collaboration

• Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal

Product Knowledge & Representation

• 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

Crebrid provides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including:

• 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.

For more information, please visit crebrid.com

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.