Digital Document Specialist- Associate
Aumni
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See open jobs at Aumni.See open jobs similar to "Digital Document Specialist- Associate" NEXT Frontier Capital.Job Description
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development. As a Client Associate, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client’s experience.
Job responsibilities
- Develop strong business relationships through proactive calling of prospects and existing clients
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
Preferred qualifications, capabilities, and skills
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
- Experience cold calling preferred
- Familiarity with CoStar preferred
This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "Digital Document Specialist- Associate" NEXT Frontier Capital.