Account Manager (Real Estate Lending/Renovation Construction)

Account Manager

Company: FlipCo Financial, LP (www.flipcofinancial.com)

Title: Account Manager

Location: Houston, Texas - Corporate Offices - (REQUIRED - In-Office/On-Site work schedule)

FLSA Status: Exempt

ABOUT FLIPCO FINANCIAL

Our team at FlipCo Financial makes flipping houses a reality by putting clients first, leading the hard money lending industry through innovation, transparency, and partnerships. As an asset-based hard money lender, we focus on exceptional service, relationship-building, and innovative solutions to help real estate investors scale their businesses.

JOB SUMMARY

As an Account Manager with FlipCo Financial, you will act as the primary point of contact for borrowers, guiding them from loan application to funding. This role involves preparation, collection, and review of customer materials to successfully close transactions. Account Managers are expected to put in the effort to deliver exceptional client service, ensuring accuracy and attention to detail while helping clients achieve their investment goals.

SUMMARY OF ESSENTIAL JOB FUNCTIONS

- Act as the main point of contact for borrowers, educating and guiding them through the loan application and funding process

- Follow up diligently with clients to collect necessary documents, including financial statements, applications, personal business documents, title reports, and other due diligence materials

- Perform initial underwriting and evaluation of investment properties for submission to underwriting review

- Collaborate with internal teams (underwriting, processing, and closing) to ensure smooth, timely, and accurate deal execution

- Manage and prepare complete loan files, ensuring accuracy and readiness for each stage of the transaction

- Build and maintain strong client relationships through regular communication and proactive follow-up

- Attend networking events and engage in one-on-one social interactions to generate leads and grow your client base

- Stay up-to-date on real estate trends, FlipCo products, and lending processes to educate clients effectively

- Maintain pipeline management through CRM systems and ensure tasks are completed within deadlines

- Perform other duties as assigned by the Director of Business Development

WHAT WE’RE LOOKING FOR

- A self-starter attitude: You thrive in a fast-paced environment, take initiative, and work diligently to ensure client success without cutting corners

- Detail-oriented mindset: You understand the importance of accuracy and putting together complete loan files before pushing deals forward

- Client-focused professionalism: You provide exceptional customer service and value long-term relationships over quick wins

- Resilient and results-driven: You stay motivated to hit personal and company goals, even in challenging situations

- Strong communicator: Ability to convey information clearly and concisely, both written and verbal

- Willingness to grow: You are eager to learn, develop your skillset, and build a career in real estate finance

MINIMUM REQUIREMENTS

- Minimum of 2 years of prior related work experience or training

- Reliable personal transportation and valid driver’s license

- Proficient in Office Suite and cloud-based CRM systems

- High school diploma or equivalent required

- Excellent communication skills, both written and verbal

- Ability to handle multiple computer applications simultaneously

ABILITIES REQUIRED

- Ability to handle multiple tasks concurrently and prioritize effectively

- Ability to use personal computer, calculator, etc

- Could involve some lifting up to 20 pounds

- Ability to sit for extended periods without much movement

- Ability to work in a time-sensitive environment with non-flexible deadlines

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

FlipCo Financial, LP is an equal opportunity employer.

“We are currently managing our staffing needs internally. Please, no recruiting firm or staffing firm candidates. Consideration will not be given to candidates who have not directly completed an employment application. We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. We are not adding to our limited list of currently approved vendors. Please refrain from contacting us or any employees regarding staffing or recruitment opportunities."