About the Company
Forge Capital Advisory- a Big Think Capital Company | Full-timeBig Think Capital is a national small-business broker with a high-volume sales floor and a customer base that already trusts us. Forge Capital Advisory is our real estate division: commercial real estate, residential investment and business-purpose HELOCs, placed with a panel of lenders through our own screening engine.
About the Role
RE Processor / Coordinator. You run the file from entry to the department through disposition or closing. You'll own every real estate file from the moment the application goes out until it funds and everything in between.
Responsibilities
- You'll own every real estate file from the moment the application goes out until it funds and everything in between.
- Requesting and tracking the documents.
- Keeping the file notes current.
- Submitting the package to the lenders the deal team picks and logging every response on the Lender card.
- Coordinating third-party reports.
- Coordinating the closing.
- Sending every status update to the agent or partner who brought the deal in.
- You'll be the borrower's contact for documents and logistics.
- You'll be the sales floor's source of truth in Salesforce.
- You'll be the reason nobody on this desk ever has to ask "where is that file?"
What success looks like
- Every file is coordinated and assigned properly when it is submitted to the RE department.
- Every lender event gets a same-day update, and no file goes a week without a touch.
- The RE inbox is at zero twice a day, every document is on its opportunity, every status is updated, and every note is made accurately.
- Salesforce is accurate.
- Ability to pivot under pressure, multi-task and work seamlessly with multiple roles on the RE team and departments.
Qualifications
- 5+ years processing or coordinating real estate loans on a desk that submitted to multiple lenders.
Required Skills
- You know what a complete file looks like and can spot the stale document before the lender does.
- Working knowledge of appraisals, environmental, title and insurance, and what slips them.
- Salesforce proficiency, and the discipline to keep it accurate.
- Clear, early, drama-free communication with borrowers, agents, partners and vendors.
- Attention to detail that holds up at 75 files.
Preferred Skills
Preferred experience
- Both commercial and residential file processing and coordinating experience.
- Working knowledge of deal routing within the designed system.
- Correspondent or broker desk experience submitting to multiple lenders.
- Closing coordination with title companies and closing agents on commercial deals.
- Bank operations, title or real estate background.
- Experience using Salesforce CRM fluently.
Pay range and compensation package
Not specified.
Equal Opportunity Statement
Not specified.