Relationship Manager - San Francisco Bay Area

Only for registered members San Francisco Bay Area, United States

2 days ago

Your Role · Since our inception, a large portion of our origination volume has come from a substantial book of business that our head originations officer has amassed. From investors to brokers to realtors - his phone never stops ringing for deals. To keep pace with demand, we ne ...

Job description

Your Role

Since our inception, a large portion of our origination volume has come from a substantial book of business that our head originations officer has amassed. From investors to brokers to realtors - his phone never stops ringing for deals. To keep pace with demand, we need a Relationship Manager who can be his right hand: fielding calls, nurturing relationships, structuring loan terms, and shepherding deals through the pipeline. If you're passionate about relationship building and are ambitious in a career in sales in residential private credit - we want to hear from you

Who We're Looking For

You are outgoing, personable and make friends easily. Our industry is relationship driven and these traits are essential for success in this role.
You are naturally curious about other people and their business ventures.
We're seeking someone who sees this as a long‑term home. You'll steward some of our most critical relationships, so loyalty and staying potential are essential.
You are a fantastic communicator. There are lots of moving elements in one file and just as many stakeholders - you will have to communicate timelines and action items to all relevant parties.
You are a quick study, able to catch up on domain knowledge and grasp our value proposition quickly. You need to empathize with existing clients to understand their values and identify how to intensify the relationship.

Responsibilities

Work closely with divisions such as Credit, Operations, Construction, and Valuations to create, enhance, and facilitate a seamless process, ensuring an excellent customer experience throughout the client relationship.
Coordinate the workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule.
Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of client and property information.
Effectively communicate the value proposition to both existing and prospective borrowers, highlighting the benefits of partnering with Ascent.
Collaborate with Credit teams on loan/deal analysis, structuring, packaging, pricing, and borrower approval. Structure all loans for existing borrowers.
Follow up with clients on loan payments, monitor interest reserves, and servicing reports, and assist Credit with ensuring timely payments.
Maintain regular, scheduled contact with borrowers through in-person meetings, calls, emails, and other means to foster strong, ongoing relationships.
Participate in relevant networking activities, including trade shows and industry conferences, to build and maintain industry connections.

Qualifications

US Undergraduate Degree at a 4 year university
Fluent English
5+ years of experience focused on construction and bridge business purpose lending or equivalent experience.
Ability to work full time in office in the Bay Area (Menlo Park/Palo Alto)

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