Territory Manager

Job Description

Job Description

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business.

At Casa Lending, we pride ourselves on providing exceptional borrower experience and maintaining healthy loan performance. As a Territory Manager , you are responsible for developing leads and cultivating relationships with investors and home builders. This role is essential in driving substantial growth in market share (number of loans), as well as clients, in the territory.

What You'll Do:

• Relationship Management/ Lead Development.
• Develop and cultivate relationships with real estate investors and home builders in your local market so that you can be their lender of choice.
• Primary function of the Territory Manager is to originate loans. 
• Routinely call on and visit industry professionals to develop personal relationships with those individuals involved in the financing procurement process. 
• Input information obtained from sales call results into marketing database. 
• Nurture existing relationships in the territory and identify new opportunities through networking, prospecting, and in-person meetings.   
• Effectively communicate essential deal information (ex. client/loan/project information, the expectations that were set with the client, and client intentions) to your team.
• Attend trade shows, professional meetings, and industry events to expose Builders Capital’s name and product offerings in the builder financing market. Get our name ‘out there’. 
• Develop leads for the marketing of loan products. 
• Actively meet in person with existing customers to update customer’s status and needs for current or future financing. 
• Analyze loan scenarios obtained in the lead generation process, to include pricing, loan terms, project value, budget analysis, risk analysis, exit strategy.  Develop multiple loan options for clients to choose from for loan scenarios that meet initial analytical criteria. 
• Present loan options to clients and CLOSE the deal. 
• Maintain relationship with client post-closing. 
• Periodic site visits to funded projects. 
• Continue to market client for additional originations and new referral business. 

Expected Results:

• Increase market share (number of loans) in territory.  
• Increase total number of clients in territory.  
• Originate $10mil a month consistently in the back half of your first year. By year two you should be a $125mil + annual originator.

Requirements

• Experience: At least 2 years of experience in construction finance or residential/commercial mortgage lending, with a solid understanding of construction loan structures and processes.
• Location: Must be located in Boston, MA.
• Exceptional Communication Skills: You must be polished, professional, and able to clearly communicate with clients, internal teams, and external partners.
• Problem-Solving Ability: We need someone who thinks outside the box to structure solutions that work for clients while mitigating risk.
• Team Player: A collaborative mindset is a must. We thrive on cross-team collaboration to deliver the best results for our clients.
• High Ethical Standards: Integrity is key to our success. You should have a strong commitment to doing what’s best for both the client and the company.
• Adaptability: Casa Lending operates in a fast-paced, ever-changing environment, and we need someone who thrives under pressure and is ready to seize opportunities.

Benefits

At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:

• Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
• Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
• National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
• Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
• Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
• Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
• Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.