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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 evaluating financing opportunities, structuring loan scenarios, and negotiating terms in alignment with lending guidelines.
Highest-signal resume keywords
Loan OriginationRelationship BuildingFinancing EvaluationCRM ManagementNegotiation Skills
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 StructuringFinancing Opportunities EvaluationSales Activity MonitoringPipeline Performance AnalysisLoan Scenario Development
Soft Skills
CommunicationCustomer Relationship ManagementProblem SolvingNetworkingCollaboration
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsLoan Origination TargetsReferral PartnersIndustry Events
About the role
Key responsibilities & impact- Generate new business and source loan opportunities
- Build and maintain relationships with borrowers, investors, builders, developers, brokers, and referral partners
- Evaluate financing opportunities, structure loan scenarios, and negotiate lending terms
- Develop repeat business and referrals through customer relationships
- Maintain an active loan pipeline from initial opportunity through closing
- Follow up with prospects and maintain accurate CRM records
- Monitor sales activity, pipeline performance, and production results
- Coordinate with Customer Care, Credit, and other 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 and generate loan opportunities within assigned markets
Requirements
What you’ll need- Experience in 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 meet or exceed monthly loan origination targets
- 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 coordinate with Customer Care, Credit, and other internal teams
- Ability to represent the company at industry events, conferences, and networking opportunities