Territory Manager

Job Description

Job Description

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business.

At Casa Lending, we pride ourselves on providing exceptional borrower experience and maintaining healthy loan performance. As a Territory Manager , you are responsible for developing leads and cultivating relationships with investors and home builders. This role is essential in driving substantial growth in market share (number of loans), as well as clients, in the territory.

What You'll Do :

• Relationship Management / Lead Development.
• Develop and cultivate relationships with real estate investors and home builders in your local market so that you can be their lender of choice.
• Primary function of the Territory Manager is to originate loans.
• Routinely call on and visit industry professionals to develop personal relationships with those individuals involved in the financing procurement process.
• Input information obtained from sales call results into marketing database.
• Nurture existing relationships in the territory and identify new opportunities through networking, prospecting, and in-person meetings.
• Effectively communicate essential deal information (ex. client / loan / project information, the expectations that were set with the client, and client intentions) to your team.
• Attend trade shows, professional meetings, and industry events to expose Builders Capital’s name and product offerings in the builder financing market. Get our name ‘out there’.
• Develop leads for the marketing of loan products.
• Actively meet in person with existing customers to update customer’s status and needs for current or future financing.
• Analyze loan scenarios obtained in the lead generation process, to include pricing, loan terms, project value, budget analysis, risk analysis, exit strategy.  Develop multiple loan options for clients to choose from for loan scenarios that meet initial analytical criteria.
• Present loan options to clients and CLOSE the deal.
• Maintain relationship with client post-closing.
• Periodic site visits to funded projects.
• Continue to market client for additional originations and new referral business.

Expected Results :

Requirements

Benefits

At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us :

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.