Relationship Manager Growth Associate

Redwood-Trus; Irvine (CA); Vor Ort; USD 71.000 - 81.000; Vollzeit

Benefits dieser Stelle

Bonus program

Health plans

Life insurance

Fitness reimbursement

Parental leave

Paid time off

ESPP

401K matching

Zusammenfassung

CoreVest is seeking a Sr. Sales Assistant in Irvine, CA to maximize RM productivity by handling administrative, operational, and sales support tasks.

You will manage borrower communications, intake, and documentation, while coordinating with processing, underwriting, and operations to move loans forward. This developmental role offers growth into a Relationship Manager position, with responsibilities in cash flow modeling and loan structuring on larger deals.

Qualifikationen

• Bachelor's degree preferred.
• 1–2 years of experience in mortgage lending, commercial lending, banking, or financial services.
• Experience supporting loan originators, sales teams, or relationship managers preferred.
• Working knowledge of commercial or residential mortgage lending.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Advanced proficiency with Microsoft Office and Salesforce or other CRM platforms.
• Strong analytical skills with the ability to interpret financial information.

Aufgaben

• Provide comprehensive day-to-day support that allows the RM to maximize time spent on prospecting and originating loans.
• Responsibilities include: Manage inbound applications and coordinate loan intake.
• Serve as the primary point of contact for borrower follow-up throughout the application process.
• Collect, track, and resolve outstanding documentation.
• Coordinate with processing, underwriting, operations, and servicing teams to keep transactions moving.
• Monitor pipeline status and proactively identify stalled files.
• Maintain accurate Salesforce records, pipeline updates, and activity tracking.
• Generate pipeline reports and assist with forecasting.
• Coordinate calendars, prospect meetings, and follow-up activities.
• Protect the RM's prospecting schedule by minimizing administrative interruptions.
• Assist the RM with business development activities by coordinating outreach and maintaining organized prospect management.
• Build and maintain prospecting lists.
• Coordinate marketing campaigns and referral partner communications.
• Execute RM-approved borrower and referral outreach.
• Re-engage inactive prospects and prior borrowers.
• Track marketing activity and customer engagement within Salesforce.
• Maintain accurate contact records and CRM hygiene.
• Serve as the operational liaison for borrowers while allowing the RM to focus on relationship development.
• Respond to routine borrower inquiries.
• Coordinate status updates throughout the loan process.
• Assist with post-closing follow-up.
• Coordinate extension and refinance opportunities.
• Escalate relationship-sensitive matters to the RM when appropriate.
• Support the RM and Underwriting on larger or more complex opportunities.
• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Assist with loan sizing and structuring scenarios.
• Draft preliminary credit memoranda.
• Gather financial information needed for underwriting.

Kenntnisse

Organizational skills

Communication

Analytical skills

Project management

Ausbildung

Bachelor's degree in Business, Finance, Real Estate, or related field

Tools

Salesforce

Microsoft Office

Jobbeschreibung

CoreVest is seeking a Sr. Sales Assistant in Irvine, CA to maximize RM productivity by handling administrative, operational, and sales support tasks.

You will manage borrower communications, intake, and documentation, while coordinating with processing, underwriting, and operations to move loans forward. This developmental role offers growth into a Relationship Manager position, with responsibilities in cash flow modeling and loan structuring on larger deals.