Spreo Capital · 3 hours ago
Client Management Analyst/Associate
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$75K/yr - $125K/yr
2+ years expSpreo Capital is a rapidly expanding private mortgage lender specializing in various loan types for real estate investors. The Client Management Analyst/Associate will act as the primary point of contact for borrowers, ensuring a seamless experience throughout the loan process while collaborating with various internal teams.
FinanceFinancial ServicesLendingReal Estate
Hiring Manager
Mark H. Sato, MBA
Responsibilities
Communicate complex concepts effectively, in a client-friendly manner
Master Spreo Capital’s underwriting guidelines to provide Borrower guidance & support
Proactively guide clients through the loan origination process, exceeding their needs and expectations
Collect and review credit-related documents to ensure accuracy, completeness and to minimize back-and-forth requests
Coordinate with the Closing team, Title/Escrow providers and Borrowers to facilitate timely and frictionless closings
Assist Clients with construction draw requests, partnering with inspectors and portfolio management for efficient processing
Collaborate with Loan Officers and internal teams to facilitate proactive portfolio management, thereby reducing delinquency
Qualification
Required
2-5 years of relevant experience in Financial Sales, Customer Success, Loan Processing, mortgage lending, and/or Real Estate
Bachelor's degree (preferably in finance, Business or related field)
The ability to effectively communicate complex concepts clearly to clients
Strong attention to detail, ability to read legal documents as well as calculate numbers in spreadsheets (basic understanding of Microsoft Excel)
Strong written and verbal communication skills
Successful candidates must be highly motivated and have a proactive mindset
Benefits
Comprehensive Medical, Dental, Vision and 401(k) benefits
Ongoing training and professional development opportunities
Company
Spreo Capital
Spreo Capital is a real estate finance firm that offers funding solutions for residential real estate investors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Daniel Frankel
Principal & Co-Founder
Jerry Feinstein
Principal & Co-Founder
Company data provided by crunchbase