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Sales Origination Analyst, Portfolio

kiavi · 30+ days ago
Remote
Negotiable
Full-time
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Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs). We harness the power of data & technology to offer our customers a simpler, more reliable, and faster way to access the capital they need to scale their businesses. 

Formerly known as LendingHome, we’re committed to helping REIs revitalize the approximately $25 trillion worth of aged U.S. housing stock to provide move-in ready homes and rental housing for millions of Americans across the country.

Combining our technology and industry expertise, Kiavi has grown to a team of over 400 and has won many awards over the years including Forbes Fintech 50, Finovate Awards, Best Digital Mortgage Platform, Fast Company’s Most Innovative Companies, and many more

  • Loans Funded: $18+ billion in loans funded 
  • Homes financed: 71,000+ projects funded for our customers across the country
  • Geography: 31 states + D.C. where we lend to REIs so they can revitalize neighborhoods
  • Employees: Over 400 employees with competitive benefits and perks

This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. 


The Team:

By joining the Portfolio Loan Team as a Real Estate you will be supporting the origination efforts and supporting Loan Originators with duties that include but are not limited to: deal sizing/modeling, creation of deals in the CRM, updating deals currently in flight in the CRM, preparing soft quotes and term sheets. This will be a fast paced role where you will get a crash course in all things sales and lending. This is the opportunity to join a newer vertical at Kiavi that will continue to grow with time. If you’re interested in starting (or continuing) your career in real estate and want to grow with the department then this role is for you. The natural progression of this role is to eventually graduate to an Associate Loan Originator before graduating to a full fledged Loan Originator. 

Responsibilities: 

The role will be responsible for the following day-to-day tasks:

  • Sizing up deals
    • Analyze deals to ensure they meet credit policy - calling out any potential exceptions 
    • Articulate potential red flags or risks in a deal as well as anything that seems off
    • Communicate with borrowers to gather any missing information needed for sizing
  • Attending Pipeline Meetings
  • Creating and maintaining deal statuses in CRM 
  • Drafting Term Sheets
  • Supporting Loan Originator in day to day originations activities
  • Sourcing and aiding in setting up initial sales calls with the loan originator that you support
  • Fielding questions and hand offs from other sales representatives 

Qualifications: 

  • Undergraduate degree in one of the following areas: General Business, Accounting, Finance, or Economics
  • Prior experience in real estate or financial services preferred
  • Strong analytical skills, financial modeling skills (excel / g-sheets), and communication skills (both written and verbal)
  • Must be organized
  • Willing to work in a fast paced environment
  • Someone who seeks initiative: volunteers readily, undertakes self-development activities, seeks increased responsibilities and takes independent actions.

Kiavi takes a market-based approach to pay, and pay may vary depending on your location. The expected annualized base pay range for this full-time role to be performed remotely is 53K - 70K + 15% bonus + benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific base pay range for your preferred location during the hiring process. Please note that the pay range listed above reflects the base salary only, and does not include the target value of bonus or benefits.


Benefits and Perks 

  • Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.
  • Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents.
  • Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.
  • Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $75 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.
  • Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager.
  • Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.
  • 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $4,000 (whichever is less). All employer contributions are immediately vested.
  • Product Ownership: All employees think like an owner because all employees play a critical role in making our business great. Many roles are eligible for stock option grants.

Kiavi in the News:


If you'd like to see more about what Kiavi has to offer or explore additional opportunities, visit our careers page. 


Kiavi is an Equal Opportunity Employer
San Francisco Fair Chance Ordinance Police Code, Article 49

Last updated on Aug 28, 2024

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