- Minimum 3-5 years of professional consultative sales experience, preferably in the financial industry
- Experienced in a fast paced inbound and outbound environment
- Positive attitude, high energy, and persistence
- Prior real estate and/or lending services experience is helpful, but not necessary
- Strong computer skills, comfortable in a fast faced, technology driven environment
- Experience building client relationships by phone
- Attention to detail coupled with high demands
- Ability to work in office on a full-time schedule, with some flexibility with work hours in order to respond to company clients/customers
- Act as a consultant to borrowers/Clients, including educating borrowers on LendingOne products and services, collecting and analyzing borrowers' assets and investments, and advising borrowers regarding the advantages and disadvantages of LendingOne financial products.
- Answer inbound calls and make outbound calls to promote and sell LendingOne's products and services.
- Guiding borrowers through the investment process, including counseling borrowers on how to become qualified to do business with LendingOne.
- Cultivating meaningful relationships with LendingOne borrowers, offering excellent service, and securing repeat business.
- Screening potential business deals in order to protect LendingOne's assets as well as the assets of LendingOne capital investors by analyzing market strategies, deal requirements/ potential, and financials; evaluating options; resolving internal priorities; recommending quality products and services to new and existing clients.
- Developing long-term relationships with new customers by examining risks and potential in recommended deals, and by estimating customers' needs and goals.
- Ensuring the timely and successful delivery of our solutions according to customers' needs and objectives.
- Communicating clearly with internal and external stakeholders in reference to progress, timelines, and stipulations.
- Ensuring proper collection of required documents and closing schedules.
- Working closely and collaboratively with operations team during the closing process
- Closing new business by contacting potential partners in a lead generated environment.
- Competitive salary depending on experience
- Training and career development with growth opportunities
- Comprehensive benefits package
- Company matching 401(k) Plan
- Casual work environment
- Remote Fridays
-
Loan Advisor, Real Estate Investments
20 hours ago
LendingOne Boca Raton, United StatesJob Description · Job DescriptionLendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with an additional office in Charlotte, NC. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along wi ...
-
Financial Advisor
1 week ago
RogueSearch Boca Raton, United StatesSenior Financial Advisor · Boca Raton, FL · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Be the lead Advisor for a growth initiative by a large bank growing its market share on the Florida East Coast. ...
-
Florida Atlantic University Boca Raton, United StatesApply now to join FAU on its race to excellence. · For more information on everything FAU has to offer, please visit · Note: Current FAU employees must apply as an internal applicant by logging into their existing Workday employee account. · Position Summary: · Florida At ...
-
Post Secondary Transition Advisor
4 days ago
Palm Beach State College Boca Raton, United States Full timeJoin our team · What We Offer · At Palm Beach State College, you will discover a place where ideas come to life and the heartbeat of a county begins. By joining us, you will be exposed to professionals from across the U.S. and abroad who are the strivers, reinventors, explore ...
-
Residential Education Hall Coordinator
2 weeks ago
Florida Atlantic University Boca Raton, United StatesApply now to join FAU on its race to excellence. · For more information on everything FAU has to offer, please visit · Note: Current FAU employees must apply as an internal applicant by logging into their existing Workday employee account. · Position Summary: · Florida At ...
-
Financial Advisor
2 weeks ago
RogueSearch Boca Raton, United StatesSenior Financial Advisor · Boca Raton, FL · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Be the lead Advisor for a growth initiative by a large bank growing its market share on the Florida East Coas ...
-
Credit Risk Review Advisor
3 weeks ago
PNC Boca Raton, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Academic Advisor IV
3 weeks ago
Florida Atlantic University Boca Raton, United StatesApply now to join FAU on its race to excellence. For more information on everything FAU has to offer, please visit Note: Current FAU employees must apply as an internal applicant by logging into their existing Workday employee account.Position Summary: Florida Atlantic Universit ...
-
Academic Advisor IV
3 weeks ago
Florida Atlantic University Boca Raton, United StatesApply now to join FAU on its race to excellence. · For more information on everything FAU has to offer, please visit · Note: Current FAU employees must apply as an internal applicant by logging into their existing Workday employee account. · Position Summary: · Florida Atlantic ...
-
Student Development Representative
3 weeks ago
Palm Beach State College Boca Raton, United StatesJoin our team · What We Offer · At Palm Beach State College, you will discover a place where ideas come to life and the heartbeat of a county begins. By joining us, you will be exposed to professionals from across the U.S. and abroad who are the strivers, reinventors, explorers, ...
-
Florida Atlantic University Boca Raton, United StatesFor more information on everything FAU has to offer, please visit · Position Summary: · Florida Atlantic University is seeking an Assistant Director, Student Athlete Success Center - Boca Raton, FL. · Summary of Responsibilities: · - Reports to the Director or an Associate Direct ...
-
Academic Advisor I
2 days ago
Florida Atlantic University Boca Raton, United StatesFor more information on everything FAU has to offer, please visit · Position Summary: · Florida Atlantic University is seeking an Academic Advisor I - Boca Raton, FL. · This position provides holistic academic advising, supports student success, and monitors academic plans to ens ...
-
Associate Wealth Advisor
1 week ago
HighTower Advisors Deerfield, United StatesYour Future Team · The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. T ...
-
Portfolio Operations Associate
1 month ago
Hightower Advisors Deerfield, United States Regular, Full timeYour Future Team · The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. ...
-
Chief Financial Officer
2 weeks ago
MyLumpsum LLC Delray Beach, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Full Time · Senior Management · DRB Corporate, Delray Beach, FL, US · 4 days ago · Requisition ID: 1048 · Chief Financ ...
-
Reading Interventionist
2 weeks ago
Edison-Bethune Charter Academy Pompano Beach, United StatesAndrews High School in Pompano Beach, FL is seeking a Reading Interventionist to join our team · About EdisonLearning and NorthStar Academies · NorthStar Academies (NSA) are public charter schools governed by the Governing Board of NorthStar Academies. The NSA board has entered i ...
-
VP, Managing Director, Social Impact Fund
1 week ago
American Heart Association Pompano Beach, United StatesVP, Managing Director, Social Impact Fund · Pompano Beach , · Florida Role posted within several U.S. cities · Overview · As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthie ...
-
ESE Coordinator
1 week ago
EdisonLearning Pompano Beach, United StatesJob Details · Job Location · Andrews High School - Pompano Beach, FL · Position Type · Full Time · Education Level · 4 Year Degree · Travel Percentage · None · Job Shift · Day · Job Category · Education · Job Summary · Andrews High School in Pompano Beach, FL is seeki ...
-
Financial Supervisor
1 week ago
UHY LLP, Certified Public Accountants Fort Lauderdale, United StatesA great UHY client is seeking a Financial Supervisor to join their team. The ideal candidate will have experience with variance analysis, WIP/Aging reports, and helping provide analysts with direction. · The Financial Supervisor role is a hybrid position, with 3 days each week be ...
-
Senior Financial Analyst
1 week ago
UHY LLP, Certified Public Accountants Fort Lauderdale, United StatesA great UHY client is seeking a Senior Financial Analyst to join their team. The ideal candidate will have experience with Sarbanes Oxley, strong Excel skills, and Microsoft AX experience. · The Senior Financial Analyst role is a hybrid position, with 3 days each week being in of ...
Loan Advisor - Boca Raton, United States - LendingOne, LLC
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with an additional office in Charlotte, NC. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2022 by Sun Sentinel
We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $3 Billion in real estate capital.
We are not your typical corporate environment. We are a group of entrepreneurial self-starters, working together to redefine the private lending world, one investment at a time. We focus on providing excellent client service, a professional approach, and true reliability.
At LendingOne, we view our people as the backbone of our success. We hire for character and ambition and believe in providing a platform to our employees that cultivates an environment of mutual trust, respect, and benefit.
Position Overview:
Loan Advisors assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, have a sense of urgency, initiative and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment.
This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL or our secondary office in Charlotte, NC.
Requirements
In order to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following list of qualifications and responsibilities is not all inclusive, as each employee is expected to be a team player and may be assigned other tasks as necessary. This is meant to serve as an overview of the position description:
WE OFFER: