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A key team member owning the lending life cycle to support all real estate transactions across JWB; including asset acquisitions, new construction, and refinances (both with private individuals and institutions). This role is a steward of the lender experience ensuring that our lenders and vendors receive exceptional and regular communication ensuring a smooth and timely workflow. You will be the main point of contact for existing lender relationships as well as soliciting new relationships providing high quality experiences to retain clients and obtain new leads. This role will be supported by a remote lending assistant who is primarily responsible for execution of loan processing, document preparation, file setup, and simple client communications, allowing this role to focus on relationship communication, lender experience, allocation and placement of funds, and transaction flow oversight.
Job Responsibility:
Serve as the primary point of contact for prospective private lenders explaining various loan products and opportunities available
Support client retention and repeat business efforts through strong relationship management and referral outreach
Track and update lender data to ensure accuracy across all systems and reporting tools
Organize financing for the closing of approximately 30 loans per month across private lenders and institutional lenders
Maintain accurate lender records, ensuring all required documents, credentials, and agreements are complete and properly stored
Collaborate with lending partners, title companies, insurance providers, and attorneys to support seamless transaction workflows
Work collaboratively with multiple internal and external teams to support operations, process improvements, and special projects
Comfortable delegating and overseeing a remote teammate who will support this role across all facets and responsibilities
Perform additional duties as assigned by the Chief Financial Officer
Requirements:
Strong organizational and multitasking skills, with the ability to manage 100+ transactions per month
Excellent verbal and written communication skills with a strong client service mindset
Highly self-directed, dependable, and comfortable working independently without on-site supervision
Strong attention to detail and ability to track multiple deadlines and document requirements simultaneously
Salesforce experience is a plus, as well as familiarity with other digital loan management or CRM systems
Comfortable functioning in a fast-paced, process-driven, with support in a remote environment
Nice to have:
Salesforce experience
Familiarity with other digital loan management or CRM systems
What we offer:
Florida Blue Health Insurance Options
Humana Dental Insurance Options
PTO (10 PTO, 8 sick/unplanned + 9 holidays in year 1)
Matching program to your charity of choice
Gym membership reimbursement
401K matching (4.5%) program through John Hancock
Lunch provided daily
Volunteer & team-building events throughout the year