Broker (Investor and Complex Lending)
Core
A broker managing investor and complex lending deals, focusing on owner-occupied and investment property portfolios for clients scaling their real estate holdings.
Role type
Senior IC broker (investor and complex lending)
Builds
Loan applications and settlements for investor-focused clients
Domain
Financial services / Real estate lending
Deliverable
client delivery
Required skills
triage and qualification, lender research, proposal writing, pipeline management, client communication, follow-up consistency, detail orientation
Preferred skills
loan processing experience, high-volume phone activity, ownership mindset
Responsibilities
Run triage calls and qualify intent, complete servicing assessments and lender research, manage broker-side follow-through and escalations, maintain weekly client contact, follow up non-converted leads, keep pipeline hygiene
Seniority
Mid-to-Senior, hands-on IC