Loan Manager - Sales

Qualifications

· 2+ Years’ Experience

Loan Proposal Functions

• Getting loans approved to meet loan origination goals
• Preparing and presenting loan proposals to loan committee
• Managing the Loan Assistant and owning all responsibilities of that position

Borrower Relations Job Functions

Sales

• Attending Networking events and meetings to bring in new borrowers
• Managing HubSpot (CRM) sales funnel
• Calling on lists of prospective borrowers Handling all incoming new borrower inquiry calls and emails
• Running comps and advising borrowers on the loan that best fits their needs

Managing Relationships with all current borrowers

• Speaking with all borrowers over the phone at point of application, loan approval, and payoff.
• Regular lunches with active and prospective borrowers
• Marketing for new borrowers
• Utilizing social media to increase brand awareness and bring in new borrowers
• Owning the responsibilities of the part-time Marketing Specialist

Other Skills, Functions, & Responsibilities

• Use of excel, word, outlook, and teams
• Experience with HubSpot or similar CRM
• Prepare and present weekly scorecard
• Calendar Management
• Email Management
• Excellent Written & Verbal Communication

This job description is not intended to be all encompassing and may include additional administrative, clerical, or customer service type duties as assigned.

6amCoreCollective is an Equal Opportunity Employer