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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, building relationships with borrowers and referral partners, and managing an active loan pipeline. Proficient in evaluating financing opportunities and negotiating terms while maintaining knowledge of local real estate markets and lending trends.
Highest-signal resume keywords
Loan OriginationRelationship BuildingFinancing EvaluationCRM ProficiencyPipeline 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 MonitoringFinancing Process GuidanceBusiness Development
Soft Skills
CommunicationCustomer Relationship ManagementProblem Solving
Tools & Technologies
CRM Systems
Industry Keywords
Real Estate MarketsLending TrendsReferral PartnersLoan OpportunitiesIndustry Events
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
- Build and maintain relationships with investors, builders, developers, brokers, and other referral partners
- Develop repeat business and referrals through customer relationships
- Maintain knowledge of local real estate markets, lending trends, and competitive offerings
- Maintain an active loan pipeline with timely follow-up from opportunity through closing
- Keep prospect, customer, and loan information accurate and current in the CRM
- Monitor sales activity, pipeline performance, and production results
- Coordinate with Customer Care, Credit, and other internal teams to support 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
- Achieve or exceed monthly origination volume of $2 million or more
Requirements
What you’ll need- Experience building relationships, developing new business, and guiding borrowers through the financing process
- Ability to generate new business and build relationships with borrowers and referral partners
- Ability to meet 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 an active loan pipeline from initial opportunity through closing
- Ability to use CRM systems to maintain accurate prospect, customer, and loan information
- 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- Experienced lending team support
- Range of loan programs
- Technology designed to make the lending process faster, simpler, and more transparent for customers