Loan Officer - Remote
Wisconsin, USA
Listed on 2026-07-02
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Finance & Banking
Financial Sales -
Sales
Financial Sales
About the Company
Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings – an institutional investment manager with over $400 billion in assets – Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country.
We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success.
As a Loan Officer, this position will be responsible for originating and structuring short-term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset-based lending, and the ability to build and maintain a high-quality loan pipeline. The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast-paced, performance-driven environment.
Key Responsibilities- Deal Origination & Management:
Analyze, structure, and facilitate the origination of diverse real estate loan products; guide borrowers from intake to close while ensuring timely and accurate execution.
- Drive Sales Performance:
Proactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuring.
- Client Engagement:
Serve as a trusted advisor by educating real estate investors on financing solutions, underwriting requirements, and loan program options; deliver tailored financial guidance to support repeat business and long-term growth.
- CRM & Pipeline Management:
Maintain accurate and up-to-date records of all borrower interactions, quoted deals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies.
- Strategic Business Development:
Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories.
- Cross-Functional Collaboration:
Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal.
- Product Knowledge & Representation:
Develop in-depth understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower engagements.
Skills and Qualifications
- Bachelor’s degree preferred; equivalent professional experience in real estate finance will be considered.
- Minimum of two (2) years of sales experience.
- Comprehensive knowledge of loan origination, real estate finance, collateral valuation, private lending products, investor requirements, and applicable regulatory considerations.
- Demonstrated expertise in structuring short-term real estate loans and assessing asset-based risk.
- Proficiency in CRM platforms (Hub Spot or comparable systems).
- Advanced sales and marketing capabilities with a proven ability to develop and maintain a strong, sustainable pipeline.
- Demonstrates exceptional ethical judgment, professionalism, and integrity.
- Self-motivated and goals-driven, with the ability to excel in a fast-paced, commission-based environment.
- Strong verbal and written communication skills with the ability to cultivate, manage, and retain client relationships.
- Effective problem-solving and decision-making skills with a results-oriented, solutions-focused mindset.
- Proven ability to collaborate within a team environment and support organizational objectives.
- Highly organized and detail-oriented, with strong multitasking, prioritization, and follow-through capabilities.
- Comprehensive medical, dental, and vision coverage…
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