Director of Loan Participations - Whole-Loan Trading

Description: • As the Director of Financial Institutions, you will be responsible for building/maintaining relationships with banks and credit unions that engage in whole-loan trading and/or loan participations. • This role requires a blend of sales, negotiation, business development, & relationship management expertise, ensuring our revenue and sales targets are met. • Develop strong relationships with banks and credit unions, allowing the ability to influence decisions and outcomes. • Deep understanding of performance metrics & follow-up requirements. • Collaborate with the executive team to set revenue targets and develop plans. • Manage CRM and other sales/marketing tools to ensure accurate data and reporting. • Overcome objections and hurdles to the benefit of customers and the company. • Partner with finance to ensure accurate forecasting and budgeting. Requirements: • 8+ years of experience in whole-loan trading and/or loan participations at an investment bank, brokerage, or capital markets group. • Strong understanding of sales processes, pipeline management, and CRM systems (e.g., Hubspot). • Proven ability to analyze data and provide actionable insights and follow-up actions. • Excellent ability to overcome objections and negotiate effectively. • Ability to effectively drive and manage change. • A bachelor's degree in business or finance or an MBA is a plus. Benefits: Apply Job! Apply to this Job