Associate Account Manager - Houston (Commercial Real Estate)

Associate Account Manager - Commercial Real Estate

Company: BridgeCo Financial (www.bridgecofinancial.com)

Title: Associate Account Manager – Commercial Real Estate

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

FLSA Status: Exempt

JOB SUMMARY

The Account Manager plays a supporting role in BridgeCo Financial’s Commercial Real Estate loan origination process. This entry-level position is ideal for someone looking to build a career in the commercial lending or real estate finance industry. The Account Manager will assist senior originators and operations staff by helping develop client relationships, collecting and reviewing documentation, and participating in the overall loan process. The ideal candidate is a self-starter with a strong desire to learn, who thrives in a fast-paced, team-oriented environment.

SUMMARY OF ESSENTIAL JOB FUNCTIONS

- Assist with gathering, reviewing, and organizing client documentation required for loan underwriting.

- Participate in analyzing the prospective sponsor’s commercial real estate loan application and its ability to repay the loan in a timely manner.

- Assist in determining the sponsor’s eligibility based on credit history, analyzing financial assets and evaluating net worth as it relates to the request loan.

- Coordinate with clients, internal teams, and third-party partners throughout the loan process.

- Help maintain accurate client records in CRM systems.

- Conduct preliminary research on potential borrowers and properties.

- Participate in site visits or property reviews alongside senior staff, as needed.

- Provide ongoing communication and customer service support to clients during the loan lifecycle.

- Learn and communicate key loan terms and processes to clients under supervision.

- Support marketing, branding, and outreach initiatives to build awareness of BridgeCo Financial.

SKILLS AND SPECIFICATIONS

- Eagerness to learn commercial real estate lending practices.

- Self-motivated and comfortable working in an entrepreneurial, fast-paced environment.

- Basic understanding of real estate or finance concepts; formal training or coursework preferred.

- Strong interpersonal and written communication skills.

- Highly organized and detail-oriented.

MINIMUM REQUIREMENTS

- Preferred - Bachelor’s degree in Finance, Business, Real Estate, or a related field.

- Preferred – 0–2 years of relevant work experience; internships or coursework in real estate or finance.

- Proficient in Excel, Word and Outlook.

ABILITIES REQUIRED

- Ability to meet highest attendance requirements

- Ability to handle multiple tasks concurrently

- Access to reliable transportation

- Ability to use personal computer, calculator, etc.

- Could involve some lifting up to 20 pounds

- Ability to sit for extended periods of time without much movement

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

- All candidates must have the ability to speak, read and write English

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.

Bridgeco Financial, 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."