[Hiring] Territory Manager @AMERICAN HERITAGE LENDING LLC

Role Description

American Heritage Lending is in search of highly motivated and customer-centric individuals to join our team as Loan Originators/Territory Managers. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. Successful candidates will demonstrate a proven track record of achieving $3 million or more in monthly origination volume within the fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing sectors.

• Sales Focus and Relationship Building: Drive sales by establishing and strengthening relationships with property investors, brokers, and real estate agents. Utilize various channels, including company leads, referrals, and participation in industry events.
• Pre-qualify loan requests, determine proper loan structure, create quotes and term sheets for potential clients.
• Loan Processing Facilitation: Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.
• Pipeline Management: Effectively manage and prioritize a dynamic pipeline of potential clients and loan applications, ensuring timely follow-ups and updates to meet established targets.
• Develop and maintain a comprehensive client database within the CRM system, ensuring effective utilization of contact management tools and customer relationship management practices.
• Interdepartmental Collaboration: Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks.
• Industry Events and Networking: Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.

Qualifications

• A High School diploma or equivalent is required. Bachelor’s preferred.
• Current experience working for private money lending.
• Proven track record of achieving $3 million or more in monthly origination volume in fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing.
• Excellent interpersonal, communication and presentation skills.
• Ability to analyze and organize financial information and perform financial calculations.
• Ability to structure the loans according to the customer’s needs and the bank’s underwriting guidelines.
• Proficient with Microsoft Office Suite. LOS system is Encompass.

Requirements

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• Frequently required to sit, stand, kneel, stoop, or squat.
• Use hands or fingers to handle or feel objects, tools, or controls.
• Reach with hands and arms.
• Talk or hear.
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus.
• Occasionally lift and/or move up to 25 pounds.
• Ability to analyze situations logically to identify causes and draw solid conclusions.
• Ability to anticipate the consequences of a situation.
• Ability to modify one’s own behavior to meet expectations of others.
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs.
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing.

Physical Demands

• The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

• This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment.
• The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required.
• Remote work is an optional setting.
• Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.
• Business travel may provide for varying degrees of change in the work environment.
• The noise level in work environment is usually moderate.

Benefits

• Medical
• Dental
• Vision
• Matching 401(k)
• Paid Time Off
• Paid Holidays

Company Description

We are a high-growth Company that doubled our staff in 2022.

• Competitive Salary
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more.
• We are not impacted by the volatility of the interest rate.
• This Company describes its culture as: Family-Accountability-Integrity-Teamwork-Have fun along the way.

Start your career today with American Heritage Lending!