Relationship Manager

Description

Position Summary:

The Relationship Manager is responsible for cultivating and maintaining strong relationships with realtor partners to support business growth and ensure a smooth loan process. This role provides timely updates on loan status, acts as a liaison between the internal team and referral partners, and gathers feedback to improve service delivery and partner satisfaction.

Qualifications:

High school diploma or equivalent required; college degree preferred

Minimum 1 year of experience in sales, customer service, or the mortgage industry

Strong verbal and written communication skills

Ability to build and maintain professional relationships

Detail-oriented with effective time management skills

Proficient in Microsoft 365 and experience in Encompass or similar loan origination software

Willingness to travel locally for meetings and events

Ability to multitask in a fast-paced environment

High emotional intelligence and professionalism

Team-oriented with a collaborative mindset

Essential Job Functions include, but are not limited to:

Contact active agents biweekly for relationship maintenance

Schedule and attend events or meetings with referral partners

Support event planning by managing guest lists and logistics

Provide weekly updates to buyer and listing agents

Collect and present feedback from referral partners to internal teams

Help identify client or partner training opportunities

Assist in managing expectations between internal teams and referral partners

Support gathering of documentation to meet closing deadlines

Troubleshoot loan file issues and escalate as needed

Collaborate with loan officers and processors to ensure file accuracy

Proactively monitor pipeline to avoid closing delays

Represent the company professionally at industry and community events

Maintain CRM records with up-to-date partner communication

Coordinate closely with marketing for partner outreach materials

Deliver high-quality customer service in all interactions

Perform additional duties as needed, with occasional overtime and travel.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.

Working Conditions Information:

The physical demands described here must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is often required to walk; use hands to finger, handle, or operate computers, objects, tools, or controls; and reach with hands and arms. Specific vision abilities this job requires include close vision and the ability to adjust focus.

This job description is not a contract of employment. The employer, in its sole discretion, may modify or adjust the position to meet the organization’s changing needs.

NFM Lending, Inc. is an equal-opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. NFM believes success is created by a diverse workforce of individuals with different ideas, strengths, interests, and cultural backgrounds.

Additoinal Information:

The range provided reflects the expected compensation for this role and is considered a general guideline. Actual compensation will be decided based on factors such as geographic location, skills, education, experience assessed during the interview process, and internal pay equity. Compensation may also include incentives such as per-file bonuses and discretionary bonuses as applicable to the role.

Qualifying employees are eligible to participate in our Total Rewards program. Additional information can be found by clicking on the following link: Benefits and Total Rewards