Relationship Associate Sherman Oaks, California

Location: California

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The RA supports the Sales Team in managing the pipeline, loan processes, and portfolio management.

Essential Functions include the following (other duties may be assigned):

• Manage pipeline by assisting Loan Officer and Relationship Manager in building sponsor and loan files, collecting conditions, managing loan processes, and communicating status to customers.
• Supports Sales Team throughout course of loan files, which may include follow-up with customers, collecting documents and serving as main internal point of contact for assigned loans.
• Basic loan structuring using knowledge of front-end guidance, underwriting requirements and loan products.
• Develop needs list based on review of the structure and Genesis underwriting requirements.
• Reviews files and looks for any “red flags” may be in loan documentation to ensure package is sufficient and complete.
• Works directly with investor/borrower to obtain initial documentation sufficient for submission to underwriting or portfolio management. This includes reviewing loan package and structure to ensure it meets lending criteria.

Professional Experience/Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Minimum 2 years’ experience in loan processing or similar role, preferably 1 year in private/hard money space
• Working knowledge of MS Office, specifically Outlook.
• Attention to detail
• Ability to apply critical thinking and problem-solving skills
• Works well in a fast-paced environment
• Strong organizational skills
• Strong verbal and written communication skills with excellent follow-up
• Highly self-motivated to learn new skills and concept
• Team player
• Ability and desire to work in a fast-paced, deadline-oriented environment

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