Participate in relevant networking activities, including trade shows and industry conferences, to build and maintain industry connections.
Effectively communicate the Ascent value proposition to both existing and prospective borrowers, highlighting the benefits of partnering with Ascent.
Assist Loan Officers in presenting new loan opportunities and borrower approval packages to the appropriate approval authority and participate in Credit Review with the Sales team.
Coordinate the workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule.
Follow up with clients on loan payments, monitor interest reserves, and servicing reports, and assist Credit with ensuring timely payments.
Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of client and property information.
Work closely with divisions such as Credit, Operations, Construction, and Valuations to create, enhance, and facilitate a seamless process, ensuring an excellent customer experience throughout the client relationship.
Maintain regular, scheduled contact with borrowers through in-person meetings, calls, emails, and other means to foster strong, ongoing relationships.
Perform other functions and assist with additional projects as assigned by Sales or Credit/Risk Management.
Oversee the client onboarding process, introducing clients to the Ascent team and setting appropriate expectations for loan approval and closing.
Collaborate with Loan Officers and Credit teams on loan/deal analysis, structuring, packaging, pricing, and borrower approval. Structure all loans for existing borrowers.
Manage the collection of client financial reports, oversee project status updates, follow up on post-closing conditions, prepare loan extensions and modification requests, coordinate covenant compliance, monitor client exposure limits, and facilitate annual renewals.
Requirements
real estate
bachelor's
5+ years
excel
powerpoint
crm
Excellent customer service skills, with a high level of attention to detail.
Bachelor's degree or equivalent experience preferred.
Strong verbal and written communication skills, with the ability to interface with high-powered clients and their teams.
Adaptability to thrive in a dynamic, fast-paced work environment.
Full-time, 40 hours per week; must be available for occasional overtime.
Self-motivated with the ability to work independently and take ownership of responsibilities.
Understand individual loan portfolios, assist with portfolio issues, and complete tasks necessary to maintain proper portfolio performance.
5+ years of experience focused on construction and bridge business purpose lending or equivalent experience.
Ability to obtain a California Real Estate license is required.
Proven experience in a sales environment with a strong focus on client relationship management.
Advanced knowledge of Excel, PowerPoint, CRM, and other computing systems.
Benefits
Salary for this role is $140,000-$175,000 annually plus eligibility for a 20% bonus.
Training + Development
Information not given or found
Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
$450M Lending Pipeline
Year-1 Achievement
Achieved over $450 million in lending pipeline within its first year of operation.
$20B+ Originations
Past Performance
Generated more than $20 billion in past originations.
Backed by Elliott Investment Management, it launched with robust capital to serve U.S. housing markets.
Offers short-term secured loans for acquisition, renovation, construction, and bridge financing.
Targets top-tier single-family, home-builder, and multifamily projects across major U.S. markets.
Boasts in-house teams for construction servicing, valuations, and proprietary data-driven tools.
Led by CEO who previously ran a Goldman Sachs-backed platform, bringing deep bridge-loan expertise.
Culture + Values
Integrity: We do the right thing, even when no one is watching.
Innovation: We embrace change and are always looking for creative ways to improve.
Collaboration: We work as one team, leveraging our diverse strengths.
Customer Focus: We put our clients at the center of everything we do.
Excellence: We consistently deliver high-quality solutions with a focus on results.
Environment + Sustainability
Net-zero by 2030
Carbon Emissions Target
Company is committed to achieving net-zero carbon emissions by 2030.
Focused on reducing the environmental impact of operations through energy efficiency and waste reduction.
Implementing sustainable practices in project execution to minimize environmental footprints.
Investing in eco-friendly technologies and green solutions to support sustainability goals.
Inclusion & Diversity
Promoting a culture of inclusivity where all employees feel valued and respected.
Equal opportunities for career advancement regardless of gender, ethnicity, or background.
Strategic initiatives focused on gender balance and diversity within leadership roles.