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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in generating new business and building relationships with borrowers and referral partners while effectively managing a loan pipeline and exceeding origination targets. Proficient in evaluating financing opportunities, structuring loan scenarios, and negotiating terms in alignment with lending guidelines.
Highest-signal resume keywords
Loan OriginationRelationship BuildingDeal StructuringCRM ManagementSales Activity Monitoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan EvaluationFinancing Solutions StructuringNegotiationPipeline ManagementSales Performance Analysis
Soft Skills
Customer CommunicationNetworkingProblem Solving
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsReferral PartnersInvestor RelationsLoan Processing
About the role
Key responsibilities & impact- Generate new business and build relationships with borrowers and referral partners
- Help customers structure financing solutions that meet their needs
- Source new loan opportunities through direct outreach, existing relationships, and referral partners
- Meet or exceed monthly loan origination targets
- Evaluate financing opportunities, structure loan scenarios, and negotiate terms
- Build and maintain relationships with investors, builders, developers, brokers, and other referral partners
- Develop repeat business and referrals through customer relationships
- Maintain knowledge of local real estate markets, lending trends, and competitive offerings
- Manage an active loan pipeline from initial opportunity through closing
- Follow up timely and maintain accurate prospect, customer, and loan information in the CRM
- Monitor sales activity, pipeline performance, and production results
- Coordinate with Customer Care, Credit, and other internal teams to support timely loan processing and closing
- Serve as the primary customer contact throughout the financing process, communicate updates, and help resolve issues
- Represent Dunmor at industry events, conferences, and networking opportunities
- Build awareness of Dunmor's lending programs within assigned markets
- Follow up with industry contacts to develop relationships and generate loan opportunities
- Achieve or exceed monthly origination volume of $2 million or more
Requirements
What you’ll need- Experience building relationships, developing new business, and guiding borrowers through the financing process
- Ability to source new loan opportunities through direct outreach, existing relationships, and referral partners
- Ability to evaluate financing opportunities, structure loan scenarios, and negotiate terms consistent with Dunmor's lending guidelines
- Knowledge of local real estate markets, lending trends, and competitive offerings
- Ability to maintain accurate and current prospect, customer, and loan information in a CRM
- Ability to monitor sales activity, pipeline performance, and production results
- Ability to coordinate with Customer Care, Credit, and other internal teams
- Strong deal structuring and execution capabilities
- Ability to represent Dunmor at industry events, conferences, and networking opportunities