Client Advisor - Remote

About the Company – Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings – an institutional investment manager with over $400 billion in assets – Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country.

We maintain a professional, collaborative, and performance‑driven culture where individual contributions directly support our organizational success.

About the Role – As a Client Advisor (Loan Officer), you will be responsible for originating and structuring short‑term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset‑based lending, and the ability to build and maintain a high‑quality loan pipeline. The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast‑paced, performance‑driven environment.

• Analyze, structure, and facilitate the origination of diverse real‑estate loan products; guide borrowers from intake to close while ensuring timely and accurate execution.
• Proactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuring.
• Serve as a trusted advisor by educating real‑estate investors on financing solutions, underwriting requirements, and loan program options; deliver tailored financial guidance to support repeat business and long‑term growth.
• Maintain accurate and up‑to‑date records of all borrower interactions, quoted deals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies.
• Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories.
• Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal.
• Develop in‑depth understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower engagements.

• Bachelor’s degree preferred; equivalent professional experience in real‑estate finance will be considered.
• Minimum of five (2) years of sales experience.
• Comprehensive knowledge of loan origination, real‑estate finance, collateral valuation, private lending products, investor requirements, and applicable regulatory considerations.
• Demonstrated expertise in structuring short‑term real‑estate loans and assessing asset‑based risk.
• Proficiency in CRM platforms (Hub Spot or comparable systems).
• Advanced sales and marketing capabilities with a proven ability to develop and maintain a strong, sustainable pipeline.

• Demonstrates exceptional ethical judgement, professionalism, and integrity.
• Self‑motivated and goals‑driven, with the ability to excel in a fast‑paced, commission‑based environment.
• Strong verbal and written communication skills with the ability to cultivate, manage, and retain client relationships.
• Effective problem‑solving and decision‑making skills with a results‑oriented, solutions‑focused mindset.
• Proven ability to collaborate within a team environment and support organizational objectives.
• Highly organized and detail‑oriented, with strong multitasking, prioritization, and follow‑through capabilities.

• Base Salary Range: $50,000-$70,000 annually + commission
• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) plan.
• Paid time off and paid holidays.

At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward‑thinking team that is shaping the future of real‑estate financing.

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Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.