Description
portfolio management
napkin underwriting
asset analysis
contract negotiation
relationship management
deal sourcing
The Director of Relationship Management, Lending is responsible for sourcing & servicing great elite sponsor relationships & deals that meet DLP's investment box & return profile. These include primarily loans, in addition to preferred equity and direct sponsor acquisitions of ground up development and existing rental communities including MF, B4R, MH, and RV/Outdoor Resorts. This team member makes sure DLP is providing the maximum value through our capital, our content, and our community while having an owner's mindset with a focus on protecting the company and our investors from risk. The team member is responsible to deepen relationships for the purposes of client retention, repeat and referral business, and driving portfolio compliance and business plan execution. This role is centered on maximizing existing relationships while adding new relationships strategically. This team member must be knowledgeable of DLP's products, its development and operating housing communities, of the transaction management, underwriting process, loan, JV, PSA documents, negotiations and sales, and of the elite execution system.
- Lead communication and "closing" of borrowers on all loan compliance related needs
- Lead relationship management, overall communication w/ your portfolio of borrowers, and their respective portfolios with DLP
- Attend and lead borrower/deal pipeline and checklist meetings
- Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new relationships
- Screen & do napkin UW on deals prior to sending to UW and development team; look at the file and read the documents
- Active engagement w/ Loan Servicing/Portfolio Management, driving member communication, positioning DLP to best serve our members
- Proactively drive revenue by relationship based networking
- Negotiate term sheets, OAs, and contracts with a focus on protecting the company and our investors from risk, always asking, would you invest your own money into this deal?
- Service 6-12 active borrowers and support portfolio management in the adherence to business plan & compliance with all contractual obligations from closing through payoff
- Act as Brand Ambassador; represent DLP and our values 24/7, recognizing that the next deal might come from an unexpected place; promote DLP on social media and other channels consistent with brand standards and marketing direction
- Use quantitative and analytical skills to assess the asset's overall health status, capital needs, risks mitigation, budget, and proforma achievement progress on a monthly and quarterly basis
- Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
- Drive borrower EES engagement and utilization including attending live and virtual events, compass day, EES Tools, etc. for those who opt-in
Requirements
construction lending
hubspot
multifamily lending
client management
dallas
real estate
- Preferred experience in ground up construction lending
- HubSpot experience preferred
- Preferred experience in multifamily lending
- 2+ years experience in forward facing client management/sales experience
- Will work remotely, but will need to live near Dallas, TX
- Preferred experience in acquisitions - land and existing housing
- 2+ years of real estate lending experience
Benefits
Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. . We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.
- We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
Training + Development
Information not given or found