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Loan Originator

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Meridian Capital Group

2021-12-03 08:58:01

Job location New York City, New York, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Sales Originator Job Description:


Meridian Capital Group LLC("Meridian") is a leading provider of commercial real estate and capital market services to the U.S. commercial real estate industry. Meridian operates nationally and offers clients a fully integrated capital markets platform including debt placement, advisory services, structured finance, and private equity. Our goal is to hire and retain employees who have the highest ethical standards and the best reputation in the industry.


Main Responsibilities:


  • Canvass public records, various databases, and Meridian prepared lead lists to identify targets and opportunities
  • Make 25 targeted sales calls per day. Targeted calls should be to active owners and developers of commercial real estate that transact at least 2-3 times per year with average loan size greater than $25,000,000
  • Prepare marketing materials for all pitches and meetings. Create case studies for closed transactions and market these to existing / futures customers
  • Maintain contact with customer after loan closing. Constantly monitor customer's portfolio for other opportunities
  • Follow up with prospects and clients regularly and offer market updates to build good will


Education and Experience:

  • Minimum 2 years of sales calling experience Real Estate is preferred and a plus, but not required
  • Some level of knowledge of various lender types including Banks, Debt Funds, CMBS, Insurance and Agency Lenders.
  • Bachelor's degree required, as well as strong previous experience in sales either in person or over the phone, ideally with emphasis in the financial/insurance or Real Estate
  • Excellent organizational, interpersonal, client relationship, quantitative, written, and verbal communication skills; able to interface with top level executives
  • Strong computer skills with an advanced working knowledge of Excel and Word
  • Self-motivated, team-oriented, and strong time management skills
  • Strong research, analytical, and problem-solving skills

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