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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 an active loan pipeline. Proficient in evaluating financing opportunities, negotiating terms, and maintaining accurate loan information in a CRM.
Highest-signal resume keywords
Loan OriginationRelationship BuildingPipeline ManagementFinancing SolutionsSales 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 EvaluationLoan StructuringNegotiationCRM ManagementSales Performance Analysis
Soft Skills
Customer Relationship ManagementCommunicationProblem SolvingNetworkingCollaboration
Industry Keywords
Real Estate MarketsLending TrendsReferral NetworkIndustry EventsFinancing Process
About the role
Key responsibilities & impact- Generate new business and build relationships with borrowers and referral partners
- Guide customers through 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 consistent with lending guidelines
- Build and maintain relationships with investors, builders, developers, brokers, and other referral partners
- Develop repeat business and referrals through strong customer relationships
- Maintain knowledge of local real estate markets, lending trends, and competitive offerings
- Maintain an active loan pipeline with timely follow-up from initial opportunity through closing
- Keep prospect, customer, and loan information accurate and current 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 relationships and generate loan opportunities
Requirements
What you’ll need- 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 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 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 the company at industry events, conferences, and networking opportunities
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