Manages relationships with an assigned portfolio of institutional investors, developing retention and growth strategies, increasing service volumes, upselling, and supporting new client acquisition. Leads client engagement, resolves issues, coordinates cross-functional teams, and delivers data-backed portfolio performance insights. The role requires mortgage servicing expertise, strategic planning, strong communication, leadership by influence, financial and technical aptitude, and effective management of client satisfaction and revenue growth.

Develops, originates, and manages a pipeline of business-purpose real estate investment loans, including DSCR rental, Fix & Flip, Bridge, Ground-Up Construction, and Rental Portfolio financing. Evaluates borrower needs, structures lending solutions, manages loans through closing and funding, develops referral relationships, and achieves production, quality, and customer satisfaction goals.