Relationship Manager - Loan Origination for Real Estate

Redwood Trust, Inc.; Idaho; Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Discretionary corporate bonus program

Multiple health plans

STD and LTD options

Company sponsored life insurance

Fitness reimbursement

Paid parental leave

Time to volunteer

Paid Time off

ESPP

401K matching

Job summary

CoreVest Finance is seeking a Relationship Manager (Loan Originator) to source new credit lines and term loans for residential real estate investors. You will work with the team to support customers from inquiry to closing, attending industry events and maintaining client relationships.

The role requires at least a bachelor's degree and 2 years in related lending fields, with strong Excel and CRM skills, plus a willingness to travel.

Qualifications

• Bachelor’s Degree required.
• 2 years of experience in commercial banking, specialty finance, or loan originations.
• Experience in Business Purpose Lending (RTL and/or DSCR).
• Strong interpersonal and relationship-building skills.
• Proven ability to drive results and handle multiple priorities.
• Proficient in Excel, Office products, and CRM platforms (ideally Salesforce).
• Willingness to travel.

Responsibilities

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community.
• Attend and represent CoreVest at conferences and industry events.
• Proactively contact potential and existing customers through phone, email and in-person meetings.
• Evaluate merits and risks of potential credit line and term loan transactions.
• Prepare term sheets and summary analysis of potential transactions.
• Perform cashflow-based underwriting for term loans and write narratives/conclusions.
• Meet or exceed quarterly/annual individual production targets.
• Regularly log customer interactions in Salesforce CRM.

Skills

Interpersonal skills

Relationship building

Financial analysis

Analytical thinking

Numerical proficiency

Drive for results

Excel proficiency

Education

Bachelor's degree

Tools

Excel

CRM (Salesforce)

Office suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Manager (Loan Originator)

*Regular Full-Time Associate US

30+ days ago Requisition ID: 1568

CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities:

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
• Attend and professionally represent CoreVest at conferences and industry events
• Proactively contact potential and existing customers through phone calls, email and in-person meetings
• Evaluate the merits and risks of potential credit line and term loan transactions
• Prepare term sheets and summary analysis of potential transactions
• Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
• Periodically produce brief and topical marketing blogs sponsored by CoreVest
• Meet or exceed quarterly/annual individual production targets
• Regularly log customer interaction in CoreVest's Salesforce CRM platform
• Assist underwriting and other deal team members as needed
• Bachelor’s Degree
• 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
• Must have experience in Business Purpose Lending (RTL and/or DSCR)
• Hands-on approach with track record of driving results
• Exceptional interpersonal and relationship building skills
• Strong financial background with analytical and numerical proficiency
• Must be 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

Why work for CoreVest?

• Named IMN’s2025LenderoftheYear, recognized for excellence and leadership in the industry
• Backed by RedwoodTrust, offering long-term stability, trust, and certainty of execution
• A true lifecyclelender with a broad, diversified product suite that supports growth at every stage
• Competitivepricing and flexible, customizable loan solutions that help you win and retain clients
• Directaccess to Capital Markets and Underwriting for faster decisions and smarter collaboration
• Dedicatedmarketingsupport designed to drive real leads and close more deals

A reasonable estimate of the compensation range for this role is $150,000-$250,000 (base + commission). The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

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