Loan Officer

Our client is a rapidly expanding, hard money lending company experiencing tremendous growth. Their team is driven by innovative thinking and a modern perspective that aims to streamline the financial industry by prioritizing relationships over transactions. As their business continues to flourish, they are seeking an experienced loan officer to join their sales team and quickly engage with an abundance of leads to successfully close deals.

This Role Offers:

• Abundant Lead Opportunities: Access to a continuous stream of new leads provided daily from various sources, ensuring a steady flow of potential clients to engage with and convert into closed deals.
• Efficient Processing: Benefit from fast processing times, supported by an in-house team readily available via chat to assist with any inquiries or support needed throughout the loan origination process.
• Competitive Rates and Strong Underwriting: Leverage our competitive rates, in-demand loan products, and robust underwriting and guiding principles, enabling you to offer attractive lending solutions to borrowers and stand out in the market.
• Dedicated Marketing Support: Collaborate with a dedicated marketing team that assists in nurturing contacts, developing lead generation strategies, and supporting sales events, allowing you to focus on building relationships and closing deals.
• Lucrative Compensation Structure: Enjoy a generous compensation structure with uncapped earning potential, rewarding your success and providing financial incentives aligned with your performance and achievements.
• Work-Life Balance: Maintain a healthy work-life balance with flexible working hours, floating holidays, and the option to work remotely, allowing you to adapt your schedule to personal needs while meeting business objectives.
• Comprehensive Benefits: Access full benefits, including medical, dental, and vision coverage, ensuring your health and well-being are supported.
• 401(k) Plan: Take advantage of the 401(k) plan, empowering you to plan for your long-term financial security and retirement goals.

Focus:

• Effectively manage a high volume of leads by promptly responding to inquiries, assessing borrower needs, and providing appropriate loan solutions.
• Facilitate the loan origination process from application to closing, ensuring all necessary documentation and information are accurately collected and processed.
• Foster strong relationships with borrowers, real estate professionals, and other stakeholders by delivering exceptional customer service and maintaining regular communication throughout the loan process.
• Evaluate loan applications, analyze financial documents, conduct credit assessments, and determine the viability of loan requests based on Company’s lending criteria.
• Ensure compliance with all relevant regulatory guidelines, internal policies, and procedures while effectively managing risks associated with loan underwriting and portfolio management.
• Stay updated on industry trends, market conditions, and competitive landscape to identify new business opportunities and maintain a competitive edge.
• Collaborate with the sales team, underwriters, and other departments to streamline processes, share knowledge, and achieve collective goals.

Skill Set:

• Minimum of 3 years of proven success as a loan officer or similar role in the financial services industry.
• Strong understanding of loan origination, underwriting processes, lending regulations, and industry best practices.
• Demonstrated ability to convert leads into closed deals, with excellent negotiation, persuasion, and relationship-building skills.
• Proficiency in assessing financial documents, conducting credit analysis, and making informed lending decisions.
• Exceptional verbal and written communication skills, with the ability to clearly explain complex concepts and build rapport with diverse clientele.
• Meticulous attention to detail in loan documentation, compliance requirements, and data analysis.
• Effective multitasking and prioritization skills to handle a high volume of leads and meet deadlines.
• Comfortable using loan origination software, customer relationship management (CRM) systems, and other relevant technology tools.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

Our client is an innovative financial institution that leverages cutting-edge technologies to optimize operational efficiency and drive success for a wide array of financial enterprises. They are currently seeking a highly qualified Regional Sales Director– New Logo.

The Regional Sales Director– New Logo is pivotal in driving sales revenue growth by identifying, developing, and securing new client opportunities for our solutions and services within their designated territory.

This Role Offers:

• Competitive base salary plus a generous benefits package.
• Opportunity to work directly with all levels of the organization and wear multiple hats.
• Tight-knit company with a fun office environment and great company culture.
• Company values open communication and transparency.
• High level of control over project goals, process, and system features.
• Innovative work environment with access to top-rated and newest technologies.
• Strong opportunity for vertical or cross-department mobility, 25% of the team has been promoted or moved positions this year.

Focus:

• Drive revenue growth by identifying, developing, and closing new business opportunities within assigned territory.
• Develop and execute comprehensive sales plans targeting financial institutions to secure new logo acquisitions.
• Build and maintain a robust sales pipeline, leveraging company resources and tools to achieve sales quotas.
• Establish and maintain professional relationships with decision-makers and strategic influencers within prospective client organizations.
• Accurately track and report all territory activities, sales pipeline, and opportunities using Salesforce.
• Work closely with internal teams to align sales efforts with company objectives and secure new business.

Skill Set:

• Bachelor’s degree in a business-related field or equivalent experience.
• Minimum of 10 years of experience in software, systems, or managed services sales, with a proven track record in new business development.
• Demonstrated success in consistently generating over $1M in new logo business annually.
• Strong hunter mentality with a passion for sales and a drive to achieve targets.
• Extensive experience selling to financial institutions, with strong C-level relationships.
• Excellent communication, negotiation, and leadership skills.
• Willingness to travel as needed to meet with prospects and close deals.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS

Our client, a prominent and widely acclaimed firm specializing in accounting and professional consultancy, is acknowledged for its steadfast dedication to expertise, ethical standards, and exceptional value. With an unparalleled reputation, they redefine the full-service experience by seamlessly merging technical expertise and industry insight with a dedication to personal and meaningful relationships. This esteemed client offers comprehensive consulting services to companies nationwide and is currently seeking a motivated and visionary individual to join their team as a Consulting Manager.

The Consulting Manager will play a pivotal role in delivering consulting solutions to clients in diverse industries. The primary focus will be on understanding client processes, risks, and controls at an enterprise level, particularly in compliance, operations, and financial management.

This Role Offers:

• Competitive base salary, performance bonuses, medical/dental/vision, 401(k) match, and PTO.
• Strong record of corporate responsibility and mission to provide added value in all they do.
• Many career advancement paths and support for training and certifications.
• Strong portfolio of nationally recognized customers and partners.
• Large pool of financial resources and software tools.
• Access to upper management and high degree of influence over business processes.
• High emphasis on cultural fit and employee satisfaction. Very high average employee tenure.

Focus:

• Lead the definition or redesign of business processes to achieve organizational objectives.
• Document and analyze client business processes, developing recommendations to solve business issues.
• Participate in fact-finding meetings, develop process documentation, and present findings to clients.
• Lead the evaluation and implementation of business process automation and change management solutions.
• Manage project status, budgets, and communication, ensuring timely delivery and client satisfaction.
• Conduct end-user training and facilitate procedure or process training sessions.
• Collaborate with internal teams and client stakeholders to troubleshoot issues and drive continuous improvement.

Skill Set:

• Bachelor’s degree in business (required); MBA preferred.
• 5+ years of experience in developing and implementing business processes, technology, and organizational improvement solutions.
• Experience in healthcare or property & casualty insurance preferred.
• Previous consulting experience required, with a focus on process redesign and technology implementation.
• Strong written and verbal communication skills, with the ability to build and maintain client relationships.
• Detail-oriented with a focus on quality and precision with ability to thrive individually and on a team.
• Advanced proficiency in Microsoft Office suite.
• Ability to travel up to 70% as needed.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in sales & business development recruiting. We have a strong track record of finding top-performing talent in areas such as sales leadership, account management, and business development strategy. Learn more at bit.ly/3ZpJCuu

Our client, a prominent and widely acclaimed firm specializing in accounting and professional consultancy, is acknowledged for its steadfast dedication to expertise, ethical standards, and exceptional value. With an unparalleled reputation, they redefine the full-service experience by seamlessly merging technical expertise and industry insight with a dedication to personal and meaningful relationships. This esteemed client offers comprehensive consulting services to companies nationwide and is currently seeking a motivated and visionary individual to join their team as a Consulting Manager.

The Consulting Manager will play a pivotal role in delivering consulting solutions to clients in diverse industries. The primary focus will be on understanding client processes, risks, and controls at an enterprise level, particularly in compliance, operations, and financial management.

This Role Offers:

• Competitive base salary, performance bonuses, medical/dental/vision, 401(k) match, and PTO.
• Strong record of corporate responsibility and mission to provide added value in all they do.
• Many career advancement paths and support for training and certifications.
• Strong portfolio of nationally recognized customers and partners.
• Large pool of financial resources and software tools.
• Access to upper management and high degree of influence over business processes.
• High emphasis on cultural fit and employee satisfaction. Very high average employee tenure.

Focus:

• Lead the definition or redesign of business processes to achieve organizational objectives.
• Document and analyze client business processes, developing recommendations to solve business issues.
• Participate in fact-finding meetings, develop process documentation, and present findings to clients.
• Lead the evaluation and implementation of business process automation and change management solutions.
• Manage project status, budgets, and communication, ensuring timely delivery and client satisfaction.
• Conduct end-user training and facilitate procedure or process training sessions.
• Collaborate with internal teams and client stakeholders to troubleshoot issues and drive continuous improvement.

Skill Set:

• Bachelor’s degree in business (required); MBA preferred.
• 5+ years of experience in developing and implementing business processes, technology, and organizational improvement solutions.
• Experience in healthcare or property & casualty insurance preferred.
• Previous consulting experience required, with a focus on process redesign and technology implementation.
• Strong written and verbal communication skills, with the ability to build and maintain client relationships.
• Detail-oriented with a focus on quality and precision with ability to thrive individually and on a team.
• Advanced proficiency in Microsoft Office suite.
• Ability to travel up to 70% as needed.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in sales & business development recruiting. We have a strong track record of finding top-performing talent in areas such as sales leadership, account management, and business development strategy. Learn more at bit.ly/3ZpJCuu