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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 sourcing loan opportunities while maintaining strong relationships with borrowers and referral partners. Proficient in managing loan pipelines and evaluating financing opportunities within lending guidelines.
Highest-signal resume keywords
Business DevelopmentLoan Pipeline ManagementRelationship BuildingFinancing EvaluationCRM Management
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 StructuringNegotiationSales Activity MonitoringProduction Target AchievementFinancing Process Guidance
Soft Skills
Customer Relationship ManagementCommunicationProblem Solving
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsReferral NetworkLoan OpportunitiesIndustry Events
About the role
Key responsibilities & impact- Generate new business and source loan opportunities through direct outreach, existing relationships, and referral partners
- Build and maintain relationships with borrowers, investors, builders, developers, brokers, and other referral partners
- Evaluate financing opportunities, structure loan scenarios, and negotiate terms within Dunmor's lending guidelines
- Develop repeat business and referrals through strong customer relationships
- Maintain knowledge of local real estate markets, lending trends, and competitive offerings
- Manage an active loan pipeline with timely follow-up from initial opportunity through closing
- Maintain accurate and current prospect, customer, and loan information in the CRM
- Monitor sales activity, pipeline performance, and production results to identify improvement opportunities
- 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 new relationships and generate loan opportunities
Requirements
What you’ll need- Experience or demonstrated ability to build relationships and develop new business
- Ability to guide borrowers through the financing process
- Ability to consistently meet monthly production targets
- Ability to develop and maintain a strong referral network
- Ability to manage an active loan pipeline from initial opportunity through closing
- 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
- Ability to represent Dunmor at industry events, conferences, and networking opportunities
- Ability to achieve or exceed monthly origination volume of $2 million or more
Benefits
Comp & perks- Supported by an experienced lending team
- Access to a range of loan programs
- Technology designed to make the lending process faster, simpler, and more transparent