Account Executive - Commercial Mortgage Apex jobs in United States
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Apex Commercial Capital ยท 2 months ago

Account Executive - Commercial Mortgage Apex

Apex Commercial Capital is a company focused on commercial mortgage solutions, and they are seeking a Commercial Account Executive to drive sales and expand their portfolio. The role involves generating sales opportunities, maintaining broker relationships, and collaborating on marketing initiatives to enhance customer engagement.

CommercialFinancial ServicesLending

Responsibilities

Generate sales opportunities by leveraging lead lists, individual networks, and organic calling activities
Work with Director of Sales Administration to monitor broker performance on a monthly, quarterly, and annual basis
Collaborate with Director of Sales Administration and Marketing to create promotions suited for brokers and customers based on industry trends
Process customer applications in accordance with company guidelines
Coordinate with brokers and customers to obtain necessary financial and ancillary information when required
Effectively work across departments to ensure a seamless customer and vendor experience
Provide timely and consistent communication to customers and vendors
Monitor and respond to incoming calls and general sales inbox inquiries
Attending industry trade shows, conferences, and meetings
Maintain company database with accurate and relevant information
Completing administrative tasks including but not limited to Faxing, Scanning, Mailing, and Filing

Qualification

FinanceBusinessCRM systemsMicrosoft ExcelMicrosoft PowerPointInterpreting financial dataCommunication skillsTime managementOrganizational skills

Required

BS or BA Preferred in Finance, Business, or related field
Minimum of 3 years of experience in finance, business, or related industry
Self-motivated with strong written, organization, time management, and communication skills
Basic ability of operating computer (PC) is necessary including Work, Excel, and PowerPoint
Ability to learn various company software platforms and CRM systems
Comfort level of interpreting financial data from company reports

Company

Apex Commercial Capital

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Apex Commercial Capital is a direct lender providing commercial financing, mortgage lending, and equipment financing services.

Funding

Current Stage
Growth Stage

Leadership Team

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Claire Gorton
Chief Financial Officer
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Jaime Weinstein
Chief Operating Officer
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Company data provided by crunchbase