American Heritage Lending, LLC · 3 weeks ago
Private Money Loan Officer
United States
Full-time
Hybrid
Mid, Senior LevelAmerican Heritage Lending, LLC is seeking motivated and customer-centric individuals to join their team as Loan Originators/Associate Territory Managers. The role focuses on identifying and capitalizing on lending opportunities within the investor residential real estate sector while driving sales and building relationships with property investors and brokers.
Financial ServicesLendingResidential
Hiring Manager
Michael Roha
Responsibilities
Drive sales by establishing and strengthening relationships with property investors, brokers, and real estate agents
Utilize various channels, including company leads, referrals, and participation in industry events
Pre-qualify loan requests, determine proper loan structure, create quotes and term sheets for potential clients
Facilitate the borrower approval process by collecting and providing necessary information required for submission to the loan processing department
Effectively manage and prioritize a dynamic pipeline of potential clients and loan applications, ensuring timely follow-ups and updates to meet established targets
Develop and maintain a comprehensive client database within the CRM system, ensuring effective utilization of contact management tools and customer relationship management practices
Foster strong partnerships with leaders in Processing, Underwriting, Valuations and other departments, prioritizing the loan pipeline and collaborating to overcome any interdepartmental roadblocks
Attend industry events and conferences, employing strategic pre-planning, onsite meetings, and post-event outreach to identify and convert leads
Qualification
Required
A High School diploma or equivalent is required
Current experience working for private money lending
Proven track record of achieving $1 million or more in monthly origination volume in fix/flip, ground-up construction, single-family rental, and/or short-term bridge financing
Excellent interpersonal, communication and presentation skills
Ability to analyze and organize financial information and perform financial calculations
Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines
Proficient with Microsoft Office Suite
LOS system is Encompass
Preferred
Bachelor's preferred
Benefits
Medical
Dental
Vision
Matching 401(k)
Paid Time Off
Paid Holidays
Company
American Heritage Lending, LLC
American Heritage Lending, LLC is a national lender specializing in Non-QM and Residential Transitional Lending, headquartered in Irvine, CA.
Founded in 2004
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-07-31
2024-04-07
Company data provided by crunchbase