Investment Real Estate Mortgage Loan Originator

New Western

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years in private lending, mortgage lending, or investment real estate
  • Strong grasp of hard money lending and investment strategies
  • Proven track record in managing sales pipelines and closing deals
  • Exceptional sales, communication, and relationship-building skills
  • Experience with CRM and loan origination platforms
  • Self-motivated, organized, and results-driven

Responsibilities

  • Develop relationships with investors, agents, and referral partners
  • Act as primary lending partner for investors from assigned New Western offices
  • Consult with borrowers on project goals and financing solutions
  • Originate and manage loans from application to closing
  • Match loan opportunities with competitive financing options
  • Collaborate with internal teams for smooth loan execution
  • Maintain CRM and pipeline accuracy
  • Participate in networking and business development events
  • Conduct training sessions for New Western offices
  • Achieve monthly production and client satisfaction goals

Benefits

  • Competitive base salary plus uncapped commission
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Entrepreneurial, high-performance culture
Full Job Description
Position Summary

Sherman Bridge is seeking a motivated and relationship-driven Investment Real Estate Mortgage Loan Originator to originate residential investment property loans for both New Western-sourced clients and outside real estate investors.

This is an in-office sales role focused on direct loan origination, relationship management, and business development. The MLO will serve as a trusted financing advisor to real estate investors and New Western agents by structuring financing solutions, managing the loan process from application through closing, and helping clients grow their investment businesses.

The ideal candidate thrives in a fast-paced, performance-driven environment and understands the needs of residential real estate investors, including fix-and-flip operators, rental investors, and professional real estate entrepreneurs.

Key Responsibilities & What You'll Do

What You'll Do

As an Investment Real Estate Mortgage Loan Originator, you will build and manage relationships with real estate investors, New Western agents, and local market professionals to originate residential investment property loans.

You'll guide borrowers through the lending process from initial consultation to closing while delivering a high-touch customer experience built on responsiveness, execution, and results.

Success in this role is driven by relationship-building, pipeline management, loan production, and consistent client service.

Key Responsibilities
  • Develop and maintain relationships with New Western agents and investors, independent real estate investors, builders, wholesalers, Realtors, and referral partners.
  • Serve as the primary lending partner for investors sourced through assigned New Western offices.
  • Consult with borrowers to understand project goals and structure financing solutions aligned with their investment strategies.
  • Originate and manage loans from lead through closing, including applications, documentation, pipeline management, and borrower communication.
  • Match loan opportunities with the most competitive financing options through Sherman Bridge's lending platform.
  • Partner closely with processing, underwriting, and closing teams to ensure smooth and timely loan execution.
  • Maintain accurate CRM and pipeline records.
  • Attend investor events, office meetings, networking functions, and market activities to drive business development.
  • Deliver in-office training and educational sessions to assigned New Western offices.
  • Meet or exceed monthly production, conversion, and client satisfaction goals.


What You'll Bring - Qualifications

What You Bring
  • 1+ years of experience in private lending, mortgage lending, investment real estate, construction, or a related field.
  • Strong understanding of hard money lending and residential real estate investment strategies, including fix-and-flip, BRRRR, and rental portfolio financing.
  • Proven ability to manage a sales pipeline and close deals in a fast-paced environment.
  • Strong consultative sales, communication, and relationship-building skills.
  • Experience with CRM systems and loan origination platforms.
  • Self-motivated, organized, and results-oriented.

Preferred Experience
  • Hard money, bridge, wholesale, or correspondent lending experience.
  • Experience working with real estate brokerages or investment-focused firms.
  • Ability to analyze real estate contracts, rehab budgets, and investment returns.
  • Existing relationships within local real estate investment communities.
  • Experience generating self-sourced business in addition to company-provided opportunities.


Why Join Us?
  • Competitive base salary plus uncapped commission
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Entrepreneurial, high-performance culture

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