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Design and produce multi-channel marketing assets (email, direct mail, print, social) from concept through execution. Collaborate with SVP of Marketing and Loan Officers, ensure brand alignment, follow QA processes, manage project timelines, use integrations (HubSpot, Salesforce, WordPress), and mentor the marketing team.

The SDR will generate new borrower relationships through cold outreach, prospecting, and local networking while apprenticing alongside an in-market Lender. Responsibilities include researching prospects, executing outbound campaigns, managing leads in Hubspot and Salesforce, collaborating with marketing, attending local events and client meetings, reporting on pipeline activity, and learning lending fundamentals and underwriting with the goal of progressing to a Lender role.

The SDR will prospect and qualify new borrower leads through cold outreach, local networking, and account-based campaigns. Work alongside an in-market Lender to learn lending fundamentals, maintain CRM records in HubSpot and Salesforce, report on pipeline activity, and build referral partnerships to drive market growth.

The Production Assistant supports VP's of Lending by organizing loan files, managing documentation, maintaining client communication, and ensuring efficient processing and underwriting of loans.

The VP of Lending manages relationships with clients, builds a book of business, and ensures efficient processing of loans while providing exceptional service and mentorship.

The Sales Development Representative is responsible for building borrower relationships through outreach and collaboration, acting as an apprentice to a senior Lender and contributing to market growth.

The SVP of Lending manages client relationships and builds a book of business, ensuring efficient processing of loans while providing exceptional customer service and mentoring junior staff.

The Senior Credit Analyst gathers and analyzes credit information on borrowers, assists in loan assessments, and manages loan portfolios while mitigating risks.

The Sales Development Representative drives growth by establishing borrower relationships through outreach and collaboration with Lenders, learning lending fundamentals and expanding market reach.

The Managing Director, Lending will originate loans, lead a team of junior lenders, manage credit processes, and build client relationships. Responsible for driving significant annual loan origination.