Relationship Manager, Third Party

Posted 7 Days Ago
Be an Early Applicant
Encino, CA, USA
In-Office
140K-175K Annually
Senior level
Real Estate • Financial Services • PropTech
Customized financing solutions for top-tier developers
The Role
Manage broker and sponsor relationships to support loan origination and portfolio performance for construction and bridge lending. Coordinate across Credit, Underwriting, Construction, and Operations to onboard clients, package deals, monitor covenants, and ensure timely closings and payments.
Summary Generated by Built In

About Ascent

Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies.

The Work.  

  • Assist Loan Officers with management of new loan opportunities from brokers and sponsors 
  • Maintain regular, scheduled contact with brokers and sponsors through in-person meetings, calls, emails, and other means to foster strong, ongoing relationships. Effectively communicate the Ascent value proposition to both existing and prospective sponsors and brokers, highlighting the benefits of partnering with Ascent. 
  • 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. 
  • Oversee the client onboarding process, introducing clients to the Ascent team and setting appropriate expectations for loan approval and closing. 
  • Coordinate the workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule. 
  • Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of client and property information. 
  • Collaborate with Loan Officers, Sales Management and Credit teams on loan/deal analysis, structuring, packaging, pricing, and borrower approval. Structure all loans for existing borrowers. 
  • 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. 
  • Understand individual loan portfolios, assist with portfolio issues, and complete tasks necessary to maintain proper portfolio performance. 
  • 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. 
  • Follow up with sponsors on loan payments, monitor interest reserves, and servicing reports, and assist Credit with ensuring timely payments. 

Your Skills and Experience.

  • 5+ years of experience focused on construction and bridge business purpose lending or commercial real estate brokerage experience. 
  • Bachelor’s degree or equivalent experience preferred. 
  • Ability to obtain a California Real Estate license is preferred. 
  • Proven experience in a sales environment with a strong focus on client relationship management. 
  • Excellent customer service skills, with a high level of attention to detail. 
  • Strong verbal and written communication skills, with the ability to interface with high-powered clients and their teams. 
  • Advanced knowledge of Excel, PowerPoint, CRM, and other computing systems. 
  • Self-motivated with the ability to work independently and take ownership of responsibilities. 
  • Adaptability to thrive in a dynamic, fast-paced work environment. 

The Pay

  • Salary for this role is $140,000-$175,000 annually plus eligibility for a 20% bonus.

The Work Environment

  • This role works on-site from Ascent's Encino office, Monday - Thursday (Fridays are work-from-home).

Our Benefits

We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose.

Our Pledge

We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.

Skills Required

  • 5+ years experience in construction and bridge business purpose lending or commercial real estate brokerage
  • Bachelor's degree or equivalent experience
  • Ability to obtain a California Real Estate license
  • Proven experience in a sales environment with strong client relationship management focus
  • Excellent customer service skills and high attention to detail
  • Strong verbal and written communication skills
  • Advanced knowledge of Excel, PowerPoint, CRM, and other computing systems
  • Self-motivated with ability to work independently and take ownership
  • Adaptability to thrive in a dynamic, fast-paced environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Encino, CA
78 Employees
Year Founded: 2024

What We Do

AscentDS is a leading private lending and institutional debt platform offering customized financing solutions to top-tier single- and multi-family developers and investors. AscentDS was founded in 2024 by Robert Wasmund to capitalize on a multi-billion-dollar market opportunity to provide short-term secured loans for the acquisition, renovation and construction of single-family, homebuilder, and multi-family properties, along with post-completion bridge financing. The company leverages the management team’s long-term relationships with highly sophisticated borrowers, a proven track record of success building and scaling private loan origination platforms, a best-in-class construction management team, and proprietary software and data product suites to offer its borrowers an efficient and streamlined advantage.

Similar Jobs

Micron Technology Logo Micron Technology

Automation Engineer

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
San Jose, CA, USA
45000 Employees
176K-298K Annually

Micron Technology Logo Micron Technology

Counsel

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
San Jose, CA, USA
45000 Employees
200K-351K Annually
Easy Apply
Remote or Hybrid
United States
400 Employees
140K-160K Annually
Easy Apply
Remote or Hybrid
United States
400 Employees
85K-110K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account