Strategic Experience Manager

Summary

Join Kiavi, a leading private lender to real estate investors, as a Strategic Experience Manager. You will manage and grow relationships with high-tier clients, overseeing the loan origination process and ensuring a seamless experience. This role requires strong sales and mortgage experience, excellent communication skills, and the ability to manage multiple projects. The position offers a competitive salary with commission potential, plus comprehensive benefits including health insurance, paid time off, remote work flexibility, and retirement contributions. You will collaborate closely with various teams to optimize processes and contribute to the company's growth. Kiavi is committed to a hybrid work model, allowing for remote work flexibility.

Requirements

• 3 years minimum of sales experience required; account management experience required
• 3 years of mortgage experience - non qm or qm
• Demonstrated ability to keep organized in a fast paced environment
• Ability to adapt in a dynamic and growing organization
• Experience in formulating and presenting solutions based on customer needs
• Proven ability to manage multiple projects at a time while demonstrating strong attention to detail
• Excellent communication skills both internally (within the company) and externally (with clients)

Responsibilities

• Manage the loan origination process for Strategic Accounts
• Grow account production, in partnership with Strategic Account Director
• Act as point person for all borrower communications with established relationships
• Provide a white glove service experience on every loan
• Deliver a seamless relationship handoff from the SAE on each borrowers first loan
• Main advisor and point of contact for strategic borrowers throughout the entire origination process
• Partner with New Business team to help close new deals and originate significant loan volume with Kiavi to help borrowers achieve their growth goals
• Build and maintain strong, lasting borrower relationships by serving as trusted advisor
• Qualify borrowers and their deals to ensure a strong fit between the borrower and Kiavi's hard money loan products for high-tier borrowers
• Set clear and accurate expectations with each borrower around Kiavi’s policies, processes, timelines, and communication requirements
• Maintain growth and sustainable share of wallet on all strategic accounts
• Onboard new Bridge Pro and Custom Tier 1 Customers

Preferred Qualifications

Spanish speaker is a bonus!

Benefits

• Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost
• Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents
• Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary
• Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation
• Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager
• Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers
• 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $6,000 (whichever is less). All employer contributions are immediately vested
• Product Ownership: All employees think like an owner because all employees play a critical role in making our business great. Many roles are eligible for stock option grants