BPL Account Manager - Valere Commercial
Core
Managing business purpose loan accounts and coordinating the end-to-end lending process for real estate investors.
Role type
Senior Account Manager (Commercial Real Estate Lending)
Builds
Investor bridge, fix-and-flip, ground-up construction, multi-family term, and builder finance loans
Domain
Real Estate Finance / Commercial Lending
Deliverable
client delivery
Required skills
Loan closing process expertise, Salesforce CRM proficiency, Microsoft Office Suite (Word, Excel, Outlook), cross-functional coordination, client relationship management, policy procedure review
Preferred skills
Bachelor's degree in Finance, Business Administration, or Economics, experience leading transaction teams
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Serve as primary borrower liaison for business purpose loans; review loan files for compliance and gather required documentation; coordinate onboarding, underwriting, and closing workflows; monitor credit utilization; review funding packages for accuracy; assist in training new team members.
Seniority
Senior, hands-on IC