Relationship Manager - Nationwide - CoreVest American Finance Lender

October 16, 2017
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CoreVest American Finance Lender

Irvine, California

Job Summary:

We are looking to fill positions nationwide in the following cities. Los Angeles, Irvine, Las Vegas, Phoenix, Dallas, Austin, Orlando 

CoreVest American Finance Lender (CAF) is the leading provider of debt financing for residential real estate investorsWe provide credit lines for acquisitions as well as long term debt for rental properties. CAF is seeking a Relationship Manager to join our Production team in Irvine, CA. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.

  • Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
  • Attend and professionally represent CAF at conferences and industry events
  • Proactively contact potential and existing customers through phone calls, email and in-person meetings
  • Evaluate the merits and risks of potential credit line and term loan transactions
  • Prepare term sheets and summary analysis of potential transactions
  • Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
  • Periodically produce brief and topical marketing blogs sponsored by CAF
  • Meet or exceed quarterly/annual individual production targets
  • Regularly log customer interaction in CAF’s Salesforce CRM platform
  • Assist underwriting and other deal team members as needed


Minimum Requirements and Qualifications: To ensure performance of this job is successful, the individual fulfilling the Relationship Manager role must be able to perform each essential function and responsibility satisfactorily. The requirements listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.

  • Bachelor’s Degree
  • 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
  • Hands-on approach with track record of driving results
  • Exceptional interpersonal and relationship building skills
  • Strong financial background with analytical and numerical proficiency
  • Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
  • Ability to balance personal resourcefulness and individual drive in a team-based environment
  • Willingness to travel


Working Conditions:

  • Typical office environment
  • Travel required, up to 50%
  • Computer, keyboard, telephone, fax machine, scanner and copier, etc.
  • Occasional overtime work required throughout the year


We are seeking qualified candidates that are available to start immediately. We strongly prefer local candidates or those with prior plans to relocate. Please note that we do not pay for relocation expenses. All qualified candidates will be contacted directly. No phone calls please.

We are an Equal Opportunity Employer that offers excellent benefits including 401K, medical, dental, vision, STD, LTD and Life Insurance. For more information on our company please visit our company website.

Disclaimer: This job description represents the basic qualifications for the position. It is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee. You may be asked to perform or assist with other instructions and duties. You will be evaluated, in part, based upon your performance of the tasks listed in this job description. Management has the right to revise this job description at any time