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Kiavi is one of the nation's largest private lenders to residential real estate investors (REIs), having funded $30 billion in loans across 49 states and D.C. The company combines technology and industry expertise to simplify capital access for real estate investors scaling their businesses.
The Experience Manager, Aspiring Investors (AEM) is a revenue-generating sales role focused on relationship-building, onboarding, and supporting aspiring and slightly experienced real estate investors. You will serve as the primary subject matter expert, guiding clients through Kiavi's lending products (Fix-and-Flip, Rental, etc.), the Kiavi portal, and product guidelines.
Key responsibilities include:
**Onboarding & Client Relationship Management:**
- Conduct introductory onboarding calls for new leads to establish rapport and confidence
- Address missed inbound calls and voicemails promptly to ensure high responsiveness
- Execute structured outreach cadence across phone, text, and email channels
- Maintain regular, tailored communication with active pipeline leads, nurture leads on longer timelines, and existing account holders
- Guide borrowers through key loan process milestones with touchpoints during onboarding, valuation/scope completion, and term confirmation
**Pipeline & Operational Execution:**
- Perform thorough application reviews before submitting to processing to ensure accuracy and set realistic expectations
- Verify borrower real estate experience to ensure proper positioning for success
- Proactively communicate loan adjustments when deal parameters change
- Manage daily operational work including clearing conditions, reviewing scopes/valuations, handling mitigations, and account updates
- Collaborate cross-functionally with loan processing, underwriting, and administrative teams to resolve bottlenecks and ensure timely closings
- Maintain active account hygiene and pipeline management
By delivering a seamless, reliable, and scalable financing experience, you will instill confidence, establish Kiavi as the client's clear lending partner, and drive new and repeat business to achieve loan volume and revenue targets.
