Description
portfolio analysis
deal sourcing
underwriting
negotiation
compliance
relationship management
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.
- Active engagement w/ Loan Servicing/Portfolio Management, driving member communication, positioning DLP to best serve our members
- Lead communication and "closing" of borrowers on all loan compliance related needs
- 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
- 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
- Attend and lead borrower/deal pipeline and checklist meetings
- 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?
- Drive borrower EES engagement and utilization including attending live and virtual events, compass day, EES Tools, etc. for those who opt-in
- Lead relationship management, overall communication w/ your portfolio of borrowers, and their respective portfolios with DLP
- 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
- Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
Requirements
hubspot
construction lending
multifamily lending
client management
acquisitions
real estate
- Preferred experience in ground up construction lending
- Will work remotely, but will need to live near Dallas, TX
- Preferred experience in multifamily lending
- HubSpot experience preferred
- 2+ years experience in forward facing client management/sales experience
- Preferred experience in acquisitions - land and existing housing
- 2+ years of real estate lending experience
Benefits
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.
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.
- We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
Training + Development
Information not given or found