Relationship Manager/Loan Officer (Greater Boston Area Based)

Conventus; Boston (MA); On-site; USD 34,000 - 69,000; Full time

Benefits offered by this job

19 days PTO annually

Health Benefits (Health, Vision, Dental)

Life Insurance Coverage

401(k)

Job summary

A financial services company is seeking a Relationship Manager/Loan Officer based in the Boston area. This remote role is crucial for revenue generation, requiring strong customer relationship skills. Candidates will manage relationships with real estate investors and ensure quality service delivery. The position offers a competitive compensation package along with benefits including 19 days PTO and health insurance.

Qualifications

• 1-5 years of commercial, consumer, or real estate lending experience.
• Mortgage loan officer experience preferred, but not required.
• Bachelor’s degree in Finance, Business, Economics, or related field is preferred.

Responsibilities

• Develop direct relationships with real estate investors.
• Become an expert of our product suite.
• Articulate different loans and their terms to customers.
• Maintain a strong and consistent pipeline.
• Support customer relationship culture through ongoing contact.
• Provide pricing, terms, and loan structure feedback based on risk assessment.
• Collaborate with loan processing team to allocate workflow.
• Represent CHC at events to build relationships and market services.
• Utilize marketing and social media strategies to grow brand and referrals.
• Coordinate with applicants to obtain loan information and answer questions.

Skills

Self-starter

Relationship-building skills

Customer service skills

Communication skills

Decision-making abilities

Team player

Education

Bachelor’s degree in Finance, Business, Economics or related field

Job description

Relationship Manager/Loan Officer (Greater Boston Area Based)

Candidates need to reside in the Boston, MA area

CONVENTUS MISSION AND VISION

Conventus Holding Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

POSITION

Full-Time, Hourly + commission

LOCATION: This is a remote position; however, you must be physically located in the Boston, MA area

As a Conventus Relationship Manager, you will be at the core of our revenue generation and the face of Conventus to our customers. We are searching for an ethical, energetic, tenacious, and persistent sales professional who shares our values and vision to source and cultivate new customer relationships to market our expanding suite of loan products. This is a fantastic chance to be a key player in a fast-growing industry with massive opportunity:

• Unlimited earning potential and a competitive incentive compensation structure
• Broad range of solutions with flexibility to meet your clients’ needs and offer customized product offerings
• Customized lead generation and marketing to support your business development efforts
• Ability to be a key member of our business development team and continue to drive the company’s strong national growth

RESPONSIBILITIES

• Develop direct relationships with real estate investors and industry leaders within your market to position CHC as a preferred lending partner
• Become an expert of our product suite and capabilities
• Clearly articulate the different loans that are available to our customers, as well as the terms of each of those services
• Maintain a strong and consistent pipeline utilizing both inbound and outbound leads
• Support Conventus’ strong customer relationship culture through on-going customer contact, quality customer service, and superior product/market knowledge
• Propose and provide pricing, terms, and structure loan financing feedback based on thorough assessment of risk considerations in accordance with underwriting and origination guidelines
• Perform as a collaborative team member allocating and coordinating workflow with the loan processing team
• Attend and represent CHC at relevant events, conferences and networking functions to build trusted relationships and market our products and services as an industry leader
• Actively utilize our marketing and social media strategies to grow the CHC brand and drive customer referrals and retention
• Correspond with applicants to obtain information for loan applications and answer questions about the process
• Review loan agreements to ensure that they are complete and accurate according to policy
• Analyze applicants' credit and experience and evaluate properties to determine feasibility of granting loans
• Comply with all company policies, procedures, and regulations

QUALIFICATIONS

Skills

• Self-starter and ability to grow and manage business in a remote setting
• Superior relationship-building skills
• Excellent customer service skills and responsiveness
• Proficient detail-oriented communicator and listener
• Strong written and verbal communication skills
• Ability to make and justify sound and rational decisions, including weighing customer desires against Conventus’ exposure to loss or fraud
• Team Player with the ability to prioritize and meet deadlines

Education and Experience

• 1-5 years of commercial, consumer, or real estate lending experience
• Mortgage loan officer experience preferred, but not required
• Bachelor’s degree in Finance, Business, Economics, or a related field, preferred, but not required

Mindset and Character

At CHC, we look for future employees who demonstrate the mindset and character of our following core values:

• Deliver Extraordinary Client Experience: Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
• Take Responsibility: Be proactive, know what you are responsible for, act with integrity and follow through to the end.
• Respond with Urgency and Care: Balance speed with quality, ensuring that every response is both timely and impactful.
• Grow Together: Grow together through a culture of intellectual curiosity, collaboration and celebration.

CONVENTUS BENEFITS

• 19 days PTO annually
• Health Benefits (Health, Vision, Dental)
• Life Insurance Coverage
• 401(k)