Experience Manager, Aspiring Investors

About this role

Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs). We harness the power of data & technology to offer our customers a simpler, more reliable, and faster way to access the capital they need to scale their businesses.

Formerly known as LendingHome, we’re committed to helping REIs revitalize the approximately $25 trillion worth of aged U.S. housing stock to provide move-in ready homes and rental housing for millions of Americans across the country.

Combining our technology and industry expertise, Kiavi has grown to a team of over 500 and has won many awards over the years including Forbes Fintech 50, Finovate Awards, Best Digital Mortgage Platform, Fast Company’s Most Innovative Companies, and many more .

• Loans Funded: $30 billion in loans funded

• Homes financed: 100,000+ projects funded for our customers across the country

• Geography: 49 states + D.C. where we lend to REIs so they can revitalize neighborhoods

• Employees: Over 500 employees with competitive benefits and perks

This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them.

Identity Verification Notice: To ensure the security and integrity of our hiring process, all candidates are required to complete a secure identity verification. This process uses biometric and device validation to confirm identity and liveness. All data is handled securely in accordance with our privacy policy.

Role Overview

The Experience Manager, Aspiring Investors (AEM) at Kiavi is a high-impact, revenue-generating sales role responsible for relationship-building, onboarding, and supporting aspiring and slightly experienced real estate investors getting started in the industry. The AEM serves as the primary subject matter expert, guiding clients through Kiavi's lending products (Fix-and-Flip, Rental, etc.), the Kiavi portal, and product guidelines.

By delivering a seamless, reliable, and scalable financing experience, the AEM instills confidence, establishes Kiavi as the client's clear lending partner, and ultimately drives new and repeat business to achieve loan volume and revenue targets.

Responsibilities

• Onboarding & Client Relationship Management

• Conduct introductory onboarding phone calls for new leads upon assignment to establish immediate rapport.

• Promptly address missed inbound calls and voicemails to ensure high customer responsiveness.

• Execute a structured outreach cadence across multiple channels (phone, text, and email) to connect with prospective borrowers.

• Maintain regular, ongoing communication tailored to lead status and conversion timelines:

• Active Pipeline: Conduct consistent follow-ups with high-intent leads and active applications.

• Nurture Leads: Maintain scheduled touchpoints with clients working on longer conversion timelines.

• Existing Accounts: Check in periodically with current account holders to identify new acquisition, refinancing, or cross-selling opportunities.

• Guide borrowers through key milestones across the loan process, providing touchpoints during initial onboarding, valuation/scope completion, and final term confirmation prior to closing.

• Pipeline & Operational Execution

• Perform thorough application reviews prior to submitting files to processing to ensure accuracy, set realistic expectations, and outline next steps.

• Verify borrower real estate experience to ensure terms are accurately represented and clients are positioned for success.

• Proactively communicate loan adjustments to borrowers if deal parameters (such as purchase price, rehab costs, or valuations) change during processing.

• Manage daily operational work, including clearing loan conditions, reviewing scopes and valuations, handling value mitigations, and addressing account updates.

• Collaborate cross-functionally with internal loan processing, underwriting, and administrative teams to resolve bottlenecks and ensure timely closings.

• Maintain active account hygiene, ensuring all assigned leads and applications receive timely outreach and pipeline statuses remain up to date.

• Strategic Planning & Operating Cadence

• Adhere to time-blocking best practices, organizing the workday around high-impact phone outreach, operational reviews, and administrative duties.

• Conduct brief daily pipeline reviews to prioritize urgent files, incoming responses, and immediate outreach needs.

• Engage in regular, comprehensive weekly pipeline reviews to strategize on stalled files, address uncontacted accounts, and optimize conversion strategies.

Requirements

Key Performance Indicators & Expectations

• Funded Volume & Revenue: Consistently achieve monthly targets for funded loans and revenue within the assigned book of business.

• Pipeline Health & Conversion: Maintain a healthy pipeline of leads and achieve established conversion rates from pre-qualification to loan closing.

• Outreach & Activity Volume: Maintain high daily and weekly activity standards, consistently handling calls, conversations, and applications submitted to processing.

Subject Matter Expertise & Market Knowledge

• Dedicate routine weekly time to ongoing professional development, market research, and credit policy refreshers.

• Demonstrate strong knowledge of Kiavi’s core product suite (Bridge, Fix-and-Flip, Rental/DSCR) and underwriting guidelines.

• Possess a strong understanding of investor strategies, including rehab budgets, Scope of Work (SOW), Net Operating Income (NOI), and Debt Service Coverage Ratio (DSCR), to offer consultative advice.

• Stay informed on national and local real estate market trends, interest rate environments, and lending dynamics using internal and industry market tools.

Kiavi takes a market-based approach to pay, and pay may vary depending on your

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