Client Partner

Company Description

Rehab Financial Group, LP is a specialized rehab and hard money lender that supports real estate investors in purchasing and renovating non-owner-occupied 1-4 family investment properties. The company provides funding for 100% of both purchase and rehab costs, offering flexible short-term loans that help investors finance properties not typically eligible for conventional bank loans. Operating in 18 states across the U.S., Rehab Financial Group offers competitive rates, interest-only payments, and no prepayment penalties or back-end fees.

Led by experienced lending professionals, the organization is focused on helping clients successfully complete rehab projects and either refinance for long-term cash flow or sell for profit.

We’re seeking motivated, relationship-driven Client Partners to join our team. This role is ideal for individuals who excel at client engagement, communication, and project management. As a Client Partner, you’ll own the entire client journey from the first inquiry through loan closing and project completion ensuring that every investor receives a high-touch, professional experience.

• Strong communication and relationship management skills
• Highly organized with the ability to manage multiple client projects at once
• Previous experience in lending, financial services, or real estate is a plus (but not required)
• Team-oriented, with a focus on long-term success over short-term gains
• Experience and knowledge with MS Office (xls, .doc, teams, PowerPoint)
• Strong computer skills, CRM related software, an aptitude to learn new technology if needed

• Serve as the primary point of contact for clients throughout the loan lifecycle
• Manage all aspects of the client relationship, including; closing loans and guiding clients through the process, coordinating with internal teams to ensure smooth disbursements and project execution, assisting with collections, when necessary
• Consistently engage with clients to maintain strong, trust-based relationships
• Meet activity-based performance expectations and KPIs
• Drive client satisfaction by securing 5-star reviews and fostering repeat business
• Compensation: $65,000 + performance incentives
• Incentives;
  Monthly team bonuses tied to volume and revenue goals and annual discretionary bonus based on company performance
• Commission on self-sourced leads (verified)
• Opportunity for long-term career growth in a sustainable, client-focused environment
• Comprehensive benefits package including medical, dental, vision, 401(k) + match, and PTO
• Opportunity to work with a collaborative, mission-driven team in a fast-growing company

• 4-year college degree preferred but not required