Loan Originator

Overview

The Loan Originator generates new business, builds relationships with borrowers and referral partners, and helps customers structure financing solutions that meet customer needs. Success in this role includes meeting monthly production targets, developing a strong referral network, and managing an active loan pipeline from initial opportunity through closing.

Responsibilities

Sales and Revenue Generation

• Source new loan opportunities through direct outreach, existing relationships, and referral partners.
• Consistently meet or exceed monthly loan origination targets.
• Evaluate financing opportunities, structure loan scenarios, and negotiate terms consistent with the organization’s lending guidelines.

Relationship Management and Market Development

• Build and maintain relationships with investors, builders, developers, brokers, and other referral partners.
• Develop repeat business and referrals through strong customer relationships.
• Maintain knowledge of local real estate markets, lending trends, and competitive offerings.

Pipeline and Performance Management

• Maintain an active loan pipeline with timely follow-up from initial opportunity through closing.
• Keep accurate and current prospect, customer, and loan information in the CRM.
• Monitor sales activity, pipeline performance, and production results to identify opportunities for improvement.

Collaboration and Operational Alignment

• Coordinate with Customer Care, Credit, and other internal teams to support timely loan processing and closing.
• Serve as the primary customer contact throughout the financing process, providing updates and helping resolve issues.

Industry Networking and Brand Representation

• Represent the organization at industry events, conferences, and networking opportunities.
• Build awareness of lending programs within assigned markets.
• Follow up with industry contacts to develop new relationships and generate loan opportunities.

Indicators of Success

• Achieves or exceeds monthly origination volume of $2 million or more.
• Maintains a healthy and active loan pipeline.
• Builds strong, repeatable client and referral relationships.
• Demonstrates strong deal structuring and execution capabilities.
• Drives strategic growth through relationships and market insight.
• Receives positive feedback from clients and internal teams on collaboration and responsiveness.

Requirements

• Consistent ability to generate new loan opportunities and meet monthly loan origination targets.
• Ability to structure financing scenarios and negotiate terms in line with lending guidelines.
• Strong relationship-building skills with borrowers and referral partners.
• Experience managing an active loan pipeline and maintaining accurate CRM records.
• Demonstrated coordination with internal teams to support timely processing and closing.
• Comfort representing the organization through networking and industry events.