Territory Manager

AMERICAN HERITAGE LENDING LLC• US,

94d•$70,000 - $250,000•Remote

About The Position

American Heritage Lending is seeking 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. As a vital member of the AHL team, your role as a Territory Manager encompasses a range of responsibilities aimed at identifying and capitalizing on new lending opportunities within the investor residential real estate sector.

Requirements

A High School diploma or equivalent is required.
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.

Nice To Haves

Bachelor’s preferred.

Responsibilities

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.
Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department.
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.
Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks.
Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads.