Borrower Engagement Manager

About Us

Founded in 2006, Revere Capital is a private credit investment firm focused on Specialty Finance and bridge lending to commercial real estate owners and operators throughout the US. Our mission statement of "Get to Yes" embodies the out-of-the-box thinking and creative problem-solving solutions that we provide to our Borrowers.

Job Summary

The Borrower Engagement Manager is responsible for managing borrower communication, transaction coordination, document collection, and operational support throughout the loan origination lifecycle. This role serves as a primary point of contact for borrowers and referral partners, ensuring files move efficiently from initial intake through closing while maintaining strong communication, organization, and operational accuracy.

This position combines borrower engagement, pipeline coordination, and loan transaction management responsibilities to support efficient loan execution and a high-quality borrower experience.

Key Responsibilities

• Serve as the primary point of contact for borrower communication throughout the transaction lifecycle.
• Manage first-touch borrower engagement, intake coordination, and ongoing transaction communication.
• Collect, organize, and track borrower, guarantor, property, entity, and transaction documentation.
• Maintain accurate pipeline updates, file notes, communication history, and status tracking within the company’s loan operating system (LOS).
• Review loan submissions for completeness, accuracy, and adherence to internal submission requirements.
• Identify missing conditions, documentation deficiencies, and outstanding items, and proactively coordinate resolution.
• Coordinate with borrowers, brokers, loan originators, underwriters, title, escrow, insurance providers, attorneys, and third-party vendors to move files through the process efficiently.
• Support origination operations by assisting with file preparation for underwriting review, Investment Committee (IC) review, approval conditions, and closing coordination.
• Monitor active pipeline timelines to ensure transactions progress according to operational expectations and closing targets.
• Review supporting loan documentation including entity documents, leases, rent rolls, liquidity documentation, title, insurance, and related transaction materials.
• Assist with closing preparation, settlement statement review, funding coordination, and post-closing file completion as needed.
• Ensure loan files are maintained in accordance with company operational standards, compliance expectations, and documentation requirements.

Qualifications

• Experience in private lending, real estate lending, mortgage operations, transaction coordination, or loan processing.
• Strong organizational and communication skills with the ability to manage multiple active transactions simultaneously.
• Experience working within loan origination systems (LOS), CRM systems, and operational workflow platforms.
• Strong attention to detail and ability to manage document-intensive workflows.
• Ability to work in a fast-paced transaction environment with strong follow-through and accountability.
• Professional communication skills when interacting with borrowers, brokers, and third-party vendors.

Preferred Qualifications

• Experience supporting private lending or commercial real estate loan transactions.
• Strong operational mindset with a focus on responsiveness, organization, and execution.
• Ability to proactively manage pipeline movement and resolve transaction bottlenecks efficiently.

Compensation & Alignment

Competitive, performance-driven compensation including base salary, performance bonuses, and long-term upside aligned with platform growth. Details discussed with qualified candidates.

Why Revere

•      Direct access to Founder and decision-makers

•      Clear, differentiated lower middle market private credit strategy

•      20-year tenure in the private credit space

•      Aligned investor base focused on income and downside protection

•      Opportunity to materially impact firm growth trajectory

Non-Negotiables: Our Core Values

DO THE RIGHT THING: "Integrity, Always"

You operate with the highest ethical standards, even when no one is watching. You do what you said you would do. You treat counterparties and teammates with respect. And you protect Revere's reputation in every interaction.

Your communication builds trust because it's direct, accurate, and grounded in reality. At Revere, integrity is not a preference; it's the expectation.

INNOVATION: "Assume There is a Better Way"

You're wired to solve problems. You don't complain about inefficiency; you solve it. You look for smarter ways to work, better tools to use, and stronger systems to build, especially through technology and AI.

You communicate ideas in a way that moves them forward: clearly, thoughtfully, and with enough substance that others can act on them. You're not just busy; you're effective.

OBJECTIVITY: "Data Decides"

You make decisions grounded in facts, not noise. You pressure-test assumptions, stay disciplined, and don't let momentum, ego, or external pressure override our fundamentals. You understand that objectivity isn't just a personal strength; it's a responsibility.

Data-driven decision-making is how we protect our investors, our performance, and ultimately our firm. You communicate with precision: what you know, what you don't know, what you're assuming, and what you need to validate.

ACCOUNTABILITY: "Own the Outcome"

You don't confuse activity with progress. You take ownership, close loops, and drive execution. When something goes wrong, you don't blame the market, the borrower, or the process; you solve the problem.

You communicate like an owner: proactively, directly, and with solutions, not surprises. You don't wait for someone to ask; you take responsibility for keeping deals and relationships moving.

GRIT: "Do the Hard Work"

You move with urgency and you finish what you start. You're the person people count on to drive work to completion, not just get it in motion. You don't stall in ambiguity or wait for perfect conditions; you find the path and push it forward.

You communicate early, clearly, and often, especially when a deal is at risk, assumptions are changing, or timelines tighten. You don't disappear when things get hard; you step in.