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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 managing an active loan pipeline and guiding customers through the financing process to meet production targets.
Highest-signal resume keywords
Loan OriginationRelationship BuildingPipeline ManagementNegotiation SkillsCRM Proficiency
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 EvaluationSales Activity MonitoringProduction Target AchievementCustomer Guidance
Soft Skills
CommunicationProblem SolvingCustomer Relationship ManagementNetworking
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsReferral NetworkIndustry EventsCompetitive Offerings
About the role
Key responsibilities & impact- Generate new business and source loan opportunities through direct outreach, existing relationships, and referral partners
- Build and maintain relationships with borrowers, investors, builders, developers, brokers, and other referral partners
- Guide customers through the financing process from initial opportunity through closing
- Meet or exceed monthly loan origination targets
- Evaluate financing opportunities, structure loan scenarios, and negotiate terms within lending guidelines
- 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
- 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 processing and closing
- Serve as the primary customer contact, 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- Experienced lending team support
- Range of loan programs
- Technology designed to make the lending process faster, simpler, and more transparent