Lender Relationship Manager

Posted 8 Days Ago
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Scottsdale, AZ
Junior
Real Estate • PropTech
The Role
The Lender Relationship Manager will build relationships with Loan Officers, manage transactions, and ensure effective communication for smooth processes.
Summary Generated by Built In

***** This role is based in Scottsdale, AZ - Office days are Wed and Thur *****

Who We Are

We’re building the future of real estate — today.

HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to partner with top real estate agents and loan officers to win at any step of the real estate journey, whether that’s finding a top agent, securing a competitive mortgage, or ensuring an on-time, easy close.

HomeLight facilitates billions of dollars of real estate on its platform every year. Our vision is a world where every real estate transaction is simple, certain, and satisfying for all. Our team breaks barriers every day while staying committed to HomeLight's goals and core values, which is a crucial element to our shared success.

Who You Are

HomeLight is looking for a Lender Relationship Manager (LRM) to support our Buy Before You Sell (BBYS) product by building strong relationships with Loan Officers and ensuring a smooth transaction process for clients. This role is a blend of sales, customer service, and account management, requiring someone who thrives in a fast-paced environment, is highly organized, and has strong communication skills over phone and email.

The ideal candidate has a background in real estate or mortgage lending and understands how to work with Loan Officers, mortgage processes, and real estate transactions. This role is sales-driven with elements of account management, ensuring Loan Officers and their clients receive exceptional support throughout the process.

What You’ll do Here

    • Engage with Loan Officers (LO) once a client expresses interest in BBYS, answering questions,  guiding them through the process, and gathering key details.
    • Serve as the primary point of contact for Loan Officers, ensuring they have all necessary information to keep transactions moving forward.
    • Provide clear and timely communication via phone and email to maintain strong relationships with lender partners.
    • Ensure that conditional approvals are provided within one business day. Walkthrough the approval with the LO. Afterward, send the contract via DocuSign to be signed.
    • Support deals where customers have already submitted an offer and are actively buying another home.
    • Chase down missing information (e.g., missing property photos, additional borrower details).
    • Confirm all required documents are received, such as:
      • BBYS agreement signed
      • Copy of the purchase agreement for the incoming residence
    • Clearly explain the BBYS program timeline to partners:
      • 21 days to list the home
      • 120 days to sell
    • Manage a pipeline of 100-150 files per month.
    • Work within team pods to ensure efficient workflows and strong collaboration.

What You Bring

  • Real Estate & Mortgage Knowledge:  4-plus years of experience as a Loan Officer or as a Real Estate Agent. 
  • Fast-Paced & Organized: You can juggle multiple files and follow-ups while keeping everything moving smoothly.
  • Strong Communicator: Comfortable engaging with Loan Officers over phone and email to ensure a seamless experience.
  • Detail-Oriented: You know how to track missing documents and ensure every file is complete.

Benefits and Perks

  • Medical (Aetna or Kaiser), Dental & Vision (Guardian)
  • Long-Term Disability & Short-Term Disability,
  • Hospital Indemnity Insurance, Accident Plan, and Employee Critical Illness (Guardian)
  • 401k (Guideline), Life Insurance (Guardian) & Pet Insurance (Nationwide)
  • Commuter benefits are offered in certain locations
  • PTO, including Volunteer Days to give back to your community
  • Annual Anniversary Perks, including professional development and sabbaticals!
  • HomeLight Services to help you with buying and selling your home

Let’s chat! 

HomeLight is an equal opportunity employer dedicated to building an inclusive and diverse workforce, providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will provide accommodations during the recruitment process upon request and any accommodation will be addressed confidentially.

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The Company
HQ: San Francisco, CA
400 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Hi, we’re HomeLight.

We’re building the future of real estate — today.

HomeLight is the essential technology platform used by hundreds of thousands of homebuyers and sellers to partner with top real estate agents and win at any step of the real estate journey — whether that’s finding a top agent, securing a competitive mortgage, or ensuring on-time, easy close. Every year, we facilitate billions of dollars of real estate on our platform.

HomeLight empowers people to achieve better outcomes during one of life’s most important events: buying or selling their home. Our vision is a world where every real estate transaction is simple, certain, and satisfying.

Why Work With Us

You'll be part of a tightly-knit team that is free of big-company bureaucracy, you can help make products that will affect people in the real world. You'll get to help shape product direction, own outcomes and learn from phenomenally talented colleagues.

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