The Relationship Associate partners with the Sales team to achieve loan production goals by maintaining ongoing business relationships with investors and borrowers
Job Summary
The Relationship Associate partners with the Sales team to achieve loan production goals by maintaining ongoing business relationships with investors and borrowers.
Essential duties include managing the loan pipeline, collecting conditions, reviewing files for red flags, and ensuring loan packages meet Genesis underwriting requirements.
The role requires a minimum of two years of experience in loan processing, preferably within the private or hard money space, to effectively support the sales team.
Matching Summary
The Relationship Associate partners with the Sales team to achieve loan production goals by maintaining ongoing business relationships with investors and borrowers.
Skills & Requirements
Must-have
2 years loan processing experience
Private or hard money lending knowledge
Strong MS Office Outlook proficiency
Critical thinking and problem-solving skills
Fast-paced deadline-oriented environment
Nice-to-have
Self-motivated to learn new concepts
Excellent verbal and written communication
Team player with strong organizational skills
Ability to identify red flags in documentation
Key Requirements
Minimum 2 years' experience in loan processing
1 year experience in private/hard money space preferred
Working knowledge of MS Office specifically Outlook