Relationship Manager (BPL Sales Origination/Loan Officer)

Redwood Trust, Inc.; United States; On-site; USD 49,500 - 60,500; Full time

Benefits offered by this job

Competitive benefits package

401(k) matching

Paid parental leave

Fitness reimbursement

Job summary

A leading financial services firm in the United States is seeking a Relationship Manager to drive loan origination efforts. The role involves identifying new customers, evaluating credit opportunities, and utilizing Salesforce for customer interactions. Candidates should possess a Bachelor's degree and at least 2 years of relevant experience in commercial banking or specialty finance. The firm offers competitive compensation, including base salary and commission, along with a strong benefits package including 401(k) matching and health plans.

Qualifications

• 2 years of experience in commercial banking, specialty finance, or loan originations.
• Experience in RTL and/or DSCR.
• Strong financial background with analytical and numerical proficiency.

Responsibilities

• Identify new customers and lending opportunities.
• Attend and represent CAF at industry events.
• Evaluate potential credit line and term loan transactions.

Skills

Interpersonal skills

Analytical proficiency

Salesforce proficiency

Commercial banking experience

Excel proficiency

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Relationship Manager (BPL Sales Origination)

CoreVest American Finance (CAF) – a division of Redwood Trust (RWT) – is the leading provider of debt financing for residential real estate investors. The relationship manager will source new credit line and term loan customers through outbound efforts and respond to inbound inquiries, supporting customers through the entire loan process from initial inquiry to closing.

Position Details

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Industries: Real Estate and Financial Services

Essential Functions and Responsibilities

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors, and other real‑estate community groups.
• Attend and represent CAF at conferences and industry events.
• Proactively contact potential and existing customers via phone, email and in‑person meetings.
• Evaluate the merits and risks of potential credit line and term loan transactions.
• Prepare term sheets and summary analyses of potential transactions.
• Perform cash‑flow‑based underwriting for term loans and provide narratives/conclusions regarding suitability.
• Produce brief and topical marketing blogs sponsored by CAF on a periodic basis.
• Meet or exceed quarterly/annual individual production targets.
• Log customer interactions regularly in CAF’s Salesforce CRM platform.
• Assist underwriting and other deal‑team members as needed.

Minimum Requirements

• Bachelor’s degree.
• 2 years of experience in commercial banking, specialty finance, residential or commercial loan originations.
• Experience in RTL and/or DSCR.
• Hands‑on approach with a track record of driving results.
• Exceptional interpersonal and relationship‑building skills.
• Strong financial background with analytical and numerical proficiency.
• Proficient in Excel, other Office products (or equivalent) and CRM platforms, ideally Salesforce.
• Ability to balance personal resourcefulness and individual drive in a team‑based environment.
• Willingness to travel.

Compensation and Benefits

Estimated base compensation is $55,000 + commission, with final offers based on education, geography, training, licensure and certification. CAF also offers a competitive benefits package, including discretionary corporate bonus, multiple health plans, STD/ LTD options, company‑sponsored life insurance, fitness reimbursement, paid parental leave, volunteer time, PTO, ESPP and 401(k) matching.

Diversity and Inclusion

Redwood Trust is committed to fostering an inclusive workplace where diversity is valued. We welcome applications from individuals of all backgrounds and experiences and are an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.