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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 negotiating terms while maintaining accurate CRM data management.
Highest-signal resume keywords
Loan OriginationRelationship BuildingPipeline ManagementDeal StructuringCRM Data 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 EvaluationFinancing StructuringNegotiationSales Activity MonitoringProduction Target Achievement
Soft Skills
Customer CommunicationProblem ResolutionNetworking
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsReferral NetworkIndustry EventsFinancing Process
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 within Dunmor's lending guidelines
- Build and maintain relationships with investors, builders, developers, brokers, and 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 with timely follow-up from initial opportunity through closing
- Maintain accurate prospect, customer, and loan information in the CRM
- Monitor sales activity, pipeline performance, and production results
- Coordinate with Customer Care, Credit, and internal teams to support timely 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 and maintain a strong referral network
- Ability to manage an active loan pipeline from initial opportunity through closing
- Ability to evaluate financing opportunities and structure loan scenarios
- Ability to negotiate terms consistent with Dunmor's lending guidelines
- Knowledge of local real estate markets, lending trends, and competitive offerings
- Accurate and current CRM data management
- 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