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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sourcing loan opportunities, managing an active loan pipeline, and building strong relationships with clients and referral partners. Proficient in evaluating financing opportunities and maintaining knowledge of local real estate markets and lending trends.
Highest-signal resume keywords
Loan OriginationRelationship BuildingPipeline ManagementCRM ManagementReal Estate Market Knowledge
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 MonitoringFinancing Process GuidanceProduction Target Achievement
Soft Skills
Customer Relationship ManagementCommunicationProblem SolvingNetworkingCollaboration
Tools & Technologies
CRM Software
Industry Keywords
Lending GuidelinesReal EstateReferral NetworkLoan ProcessingCompetitive Offerings
About the role
Key responsibilities & impact- 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 Dunmor's 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 accurate and current prospect, customer, and loan information in the CRM
- Monitor sales activity, pipeline performance, and production results to identify opportunities for improvement
- 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, communicating updates and helping 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- 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
- Knowledge of local real estate markets, lending trends, and competitive offerings
- Ability to maintain accurate and current prospect, customer, and loan information in the CRM
- Ability to coordinate with Customer Care, Credit, and other internal teams
- Ability to represent Dunmor at industry events, conferences, and networking opportunities
Benefits
Comp & perks- Experienced lending team support
- Range of loan programs
- Technology designed to make the lending process faster, simpler, and more transparent
