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Ascent Developer Solutions is a leading private lending platform serving real estate developers nationwide in acquisition, renovation, and construction of residential real estate. This Relationship Manager role bridges sales, credit, operations, and construction teams to deliver seamless client experiences.
Key responsibilities include:
• Oversee client onboarding, introduce clients to the Ascent team, and set expectations for loan approval and closing timelines.
• Coordinate workflow between Credit, Underwriting, Construction, and Operations to ensure loans close on schedule.
• Lead periodic team huddles to actively manage the Sales POD pipeline, ensuring timely receipt of client and property information.
• Communicate Ascent's value proposition to existing and prospective borrowers, highlighting partnership benefits.
• Collaborate with Loan Officers, Sales Management, and Credit teams on loan 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 appropriate approval authorities and participate in Credit Review.
• Understand individual loan portfolios, assist with portfolio issues, and maintain proper portfolio performance.
• Manage 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 clients on loan payments, monitor interest reserves and servicing reports, and assist Credit in ensuring timely payments.
This role requires strong relationship management, cross-functional collaboration, and deep understanding of construction lending processes. Ideal candidate has experience in lending, real estate finance, or related financial services.
