Broker Account Manager

ABOUT US

We are one of the fastest-growing hard money lenders in the U.S. originating over $300M annually and continuing to expand across the East Coast.

This is not a traditional loan officer role.

With us you are positioned as a trusted advisor to real estate investors helping structure deals solve problems and drive outcomes. Our horizontal organizational structure provides direct access to leadership enabling faster decision-making and stronger deal execution.

We are building a high-performance sales team through a cohort hiring model giving you the opportunity to grow alongside peers while receiving hands-on coaching and mentorship.

Why Join US

• Company University: Structured onboarding and ongoing training (day ramp continuous coaching)

• Clear Career Path: Defined progression from Junior CLO CLO Senior CLO

• Competitive Product Suite

• Direct Access to Leadership: Work closely with decision-makers to move deals quickly

• Team-Based Environment: Collaborate with top producers and leverage shared knowledge

• Growth-Focused Organization: Hiring due to expansion not backfill

• Strong Culture & Incentives: Annual company trips and a highly collaborative environment

We are ideal for individuals who want to build a long-term book of business increase their earnings and grow within a high-performing team.

JOB SUMMARY

The Broker Account Representative at is responsible for building and managing strong one-on-one relationships with mortgage brokers and referral partners to drive consistent deal flow. This in-office role combines business development outbound prospecting and full loan origination responsibilities requiring the ability to generate new broker partnerships maintain an active pipeline and guide deals from submission through closing. The ideal candidate is highly proactive relationship-focused and disciplined in using CRM tools to track performance with a strong emphasis on delivering quality opportunities and long-term growth across the East Coast market.

Compensation & Benefits

• Base Salary: $70000 commission 2.5% of points revenue $0-$2.5M volume 5% of points revenue of $2.5Mvolume

• $1000 per new broker sourced and closed

Compensation & Benefits

• Competitive flat base salary model (no draw structure)

• Performance-based incentives aligned with industry earnings

• Significant upside based on production

• Full benefits package including: Health insurance and 401(k) with company match (4%)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Opportunity Generation & Loan Origination

• Generate 5 qualified broker-sourced opportunities per business day

• Ensure all opportunities are logged and tracked in Salesforce with clear attribution to the referring broker

• Guide brokers to submit deals via the Broker Portal ensuring a smooth intake and the underwriting process

• Operate as a loan officer managing broker-sourced leads from submission through to close

• Deliver a consistent pipeline resulting in 8 closed loans per month representing $2.5M in funded volume CRM Reporting & Pipeline Discipline

• Maintain an active pipeline and detailed communication records within Salesforce

• Collaborate with marketing and operations to provide broker feedback and enhance tools like the Broker Portal

• Contribute to continuous process improvement by identifying gaps in the broker onboarding lead flow or documentation needs

What Success Looks Like

• Source and qualify new individual broker relationships aligned with lending focus (fix and flip new construction DSCR etc.)

• Complete a minimum of 5 new qualified broker Contacts per week ensuring accurate and complete profile data

• Make 100 outbound calls per week to initiate and nurture broker relationships

• -Additionally 100 emails and text messages per week are expected

• Conduct 1 virtual meeting per week with brokers to explore their borrowers

• pipelines and establish rapport

• Schedule and attend 1 in-person meeting per week including coffee meetups office visits or ride-alongs

• Attend 1 local real estate investor meetup or broker networking event per week to expand broker visibility and referrals