Sales Development Representative

Job Description

Job Description

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business.

At Casa Lending, we pride ourselves on providing an exceptional borrower experience and maintaining healthy loan performance. As a Sales Development Representative “SDR” , you’ll play a critical role in generating leads, building relationships, and setting the state for the sales team. We’re looking for detail-oriented, proactive professionals who excel in fast-paced environments while managing risk effectively.

What You’ll Do:

Lead Generation:

• Research and identify potential clients, including real estate developers, builders, and construction companies.
• Use tools like CRM software, LinkedIn, and industry databases to gather information about prospects.

Outreach:

• Initiate contact with prospects via cold calls, emails, and social media messages.
• Share the company’s value proposition and explain how the lending services can meet their needs.

Qualifying Leads:

• Engage with potential clients to understand their construction financing needs, timelines, and challenges.
• Determine whether the prospect is a good fit for the company’s lending solutions.

Appointment Setting:

• Schedule meetings or calls between qualified leads and senior account executives or lending officers.

Collaboration with Marketing:

• Work closely with the marketing team to follow up on inbound leads from campaigns, webinars, or events.
• Provide feedback on the quality of leads and campaign performance.

Pipeline Management:

• Maintain detailed records of interactions with leads in the company’s CRM system.
• Track progress toward targets and goals.

Industry Knowledge:

• Stay updated on construction lending trends, regulations, and competitive offerings.
• Understand the loan products offered, including terms, rates, and criteria.

Relationship Building:

• Build rapport with prospects to nurture them into long-term clients.
• Represent the company at industry events or networking opportunities.

Requirements

Detail-Oriented: You have an eye for precision and ensure that all loan-related documentation and processes are handled accurately.

Team Player: Collaborative mindset, working with multiple teams to ensure smooth operations and loan progression.

Proactive: You take initiative and work independently to solve complex loan scenarios and improve workflows.

Adaptability: Take on additional responsibilities as needed, with job duties subject to change.

Benefits

At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:

• Innovative Environment : Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
• Work Flexibility : Enjoy a flexible work environment where you can balance team leadership with your personal life.
• National Impact : Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
• Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
• Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
• Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
• Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

Salary ranging from $50,000 to $60,000/yearly. Final compensation will be determined based on the candidate’s qualifications, skills, and relevant experience.

Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.