Relationship Manager

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Relationship Manager
*Regular Full-Time Associate Portland, OR, US

4 days ago Requisition ID: 1568

CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities:

Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community

Attend and professionally represent CoreVest at conferences and industry events

Proactively contact potential and existing customers through phone calls, email and in-person meetings

Evaluate the merits and risks of potential credit line and term loan transactions

Prepare term sheets and summary analysis of potential transactions

Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions

Periodically produce brief and topical marketing blogs sponsored by CoreVest

Meet or exceed quarterly/annual individual production targets

Regularly log customer interaction in CoreVest's Salesforce CRM platform

Assist underwriting and other deal team members as needed

Bachelor’s Degree

2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations

Must have experience in Business Purpose Lending (RTL and/or DSCR)

Hands-on approach with track record of driving results

Exceptional interpersonal and relationship building skills

Strong financial background with analytical and numerical proficiency

Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)

Ability to balance personal resourcefulness and individual drive in a team-based environment

Willingness to travel

Why work for CoreVest?

Named

IMN’s2025LenderoftheYear , recognized for excellence and leadership in the industry

Backed by

RedwoodTrust , offering long-term stability, trust, and certainty of execution

A true

lifecyclelender

with a broad, diversified product suite that supports growth at every stage

Competitivepricing

and flexible, customizable loan solutions that help you win and retain clients

Directaccess

to Capital Markets and Underwriting for faster decisions and smarter collaboration

Dedicatedmarketingsupport

designed to drive real leads and close more deals

A reasonable estimate of the compensation range for this role is $150,000-$250,000 (base + commission). The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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