Territory Manager

American Heritage Lending, LLC; Irvine (CA); Remote; USD 100,000 - 140,000; Full time

Job summary

American Heritage Lending, LLC is seeking a Territory Manager with a strong sales and customer-centric approach to develop relationships within the lending sector. The role involves driving sales through building client connections, managing loan processes, and working collaboratively across various departments to enhance customer satisfaction. Candidates should possess experience in achieving high origination volumes and be proficient in using Microsoft Office and loan origination systems.

Benefits

Medical

Dental

Vision

Matching 401(k)

Paid Time Off

Paid Holidays

Qualifications

• Experience in private money lending is required.
• Proven track record of achieving $3 million in monthly origination volume.
• Excellent interpersonal and presentation skills.

Responsibilities

• Drive sales by establishing relationships with investors and brokers.
• Pre-qualify loan requests and manage loan applications.
• Attend industry events to network and generate leads.

Skills

Communication

Customer Relationship Management

Sales

Financial Analysis

Education

Bachelor’s degree

High School diploma or equivalent

Tools

Microsoft Office Suite

Encompass

Job description

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American Heritage Lending, LLC located in Irvine, CA is looking for a Territory Manager

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Why American Heritage Lending:

American Heritage Lending is in search of highly motivated and customer-centric individuals to join our team as Loan Originators. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. Successful candidates will demonstrate a proven track record of achieving $3 million or more in monthly origination volume within the fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing sectors.

Essential Duties & Responsibilities include:

As a vital member of the AHL team, your role as a Loan Originator encompasses a range of responsibilities aimed at identifying and capitalizing on new lending opportunities within the investor residential real estate sector. Key duties include:

• Sales Focus and Relationship Building: Drive sales by establishing and strengthening relationships with property investors, brokers, and real estate agents. Utilize various channels, including company leads, referrals, and participation in industry events.
• Pre-qualify loan requests, determine proper loan structure, create quotes and term sheets for potential clients.
• Loan Processing Facilitation:
• Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.
• Pipeline Management:
• Effectively manage and prioritize a dynamic pipeline of potential clients and loan applications, ensuring timely follow-ups and updates to meet established targets.
• Develop and maintain a comprehensive client database within the CRM system, ensuring effective utilization of contact management tools and customer relationship management practices.
• Interdepartmental Collaboration:
• Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks.
• Industry Events and Networking:
• Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.
  
  
  

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

• A High School diploma or equivalent is required. Bachelor’s preferred.
• Current experience working for private money lending
• Proven track record of achieving $3 million or more in monthly origination volume in fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing.
• Excellent interpersonal, communication and presentation skills.
• Ability to analyze and organize financial information and perform financial calculations.
• Ability to structure the loans according to the customer’s needs and the bank’s underwriting guidelines.
• Proficient with Microsoft Office Suite. LOS system is Encompass.
  
  
  

Essential Mental & Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• Frequently required to sit, stand, kneel, stoop, or squat
• Use hands or fingers to handle or feel objects, tools, or controls
• Reach with hands and arms
• Talk or hear
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
• Occasionally lift and/or move up to 25 pounds
• Ability to analyze situations logically to identify causes and draw solid conclusions
• Ability to anticipate the consequences of a situation
• Ability to modify one’s own behavior to meet expectations of others
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
  
  
  

Physical Demands:

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:

• Exempt
  
  
  

Location:

• Remote
  
  
  

Benefits:

• Medical
• Dental
• Vision
• Matching 401(k)
• Paid Time Off
• Paid Holidays
  
  
  

Why American Heritage Lending:

• We are a high-growth Company that doubled our staff in 2022
• Competitive Salary
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
• We are not impacted by the volatility of the interest rate
  
  
  

This Company describes its culture as:

Family-Accountability-Integrity-Teamwork-Have fun along the way

Start your career today with American Heritage Lending!

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.

This is a remote position.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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