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Real Estate Lending Operations
Job
Robert Half
Sunnyvale, CA (In Person)
Full-Time
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Job Description
We are looking for an experienced Real Estate Lending Operations specialist to support long-term growth initiatives within our consumer lending team in Sunnyvale, California. This Long-term Contract position focuses on expanding referral networks, strengthening community presence, and helping increase awareness of mortgage and home equity solutions. The role combines relationship-building, market outreach, and operational support to help generate lending opportunities and maintain a healthy loan pipeline.
Responsibilities:
- Develop and nurture partnerships with real estate agents, builders, and other industry contacts to create new lending opportunities.
- Visit partner offices and local industry organizations regularly to build visibility and maintain strong business relationships.
- Identify prospective referral sources and contribute to initiatives that increase mortgage and home equity loan volume.
- Represent the organization at community events, open houses, and industry gatherings to promote lending services and strengthen market presence.
- Coordinate and participate in joint events, educational sessions, and outreach programs with external partners.
- Lead presentations, webinars, and informational trainings for partners, members, and internal staff on available lending products and services.
- Work closely with branch teams, marketing, and business development partners to support outreach campaigns, referral strategies, and product awareness efforts.
- Review market activity and competitor developments to share insights that inform business strategy and product positioning.
- Track referral activity, partner engagement, pipeline progress, and other performance indicators to support reporting and planning.
- Assist the Real Estate Lending team with early-stage borrower interactions and other operational lending support as needed.