Account Executive (Real Estate Lending) jobs in United States
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Archwest Capital · 2 days ago

Account Executive (Real Estate Lending)

Archwest Capital is a company focused on real estate lending, and they are seeking an Account Executive to rigorously prospect for new business and maintain client relationships. The role involves managing the entire sales cycle, preparing loan proposals, and tracking sales metrics to ensure success against quotas.

Financial ServicesLendingReal Estate Investment
Hiring Manager
Dyanna De Sousa
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Responsibilities

Rigorously prospect for new business and maintain consistent follow up with various business purpose loan opportunities (i.e., initial prospecting and cold calls, emails, customer visits etc.) including fix-and-flip, bridge, single family residential (DSCR), and ground-up construction loans nationwide
Ability to prepare and present loan proposals and offerings to various internal departments utilizing internal resources wisely and effectively
Accurately track and convey productivity and sales metrics to management and participate in regular sales accountability meetings
Demonstrable record of sales success against quota: commit fully to achieving and exceeding significant daily, weekly and monthly productivity and sales quotas
Builds rapport and strengthens client relationships during the sales interaction while providing information on loans as requested including application status, funding information and documentation requirements
Maintains an awareness of marketplace products, practices, rates and changes to ensure company capitalizes on competitive opportunities
Own the entire sales cycle from end-to-end. Qualify and disqualify leads, size loans, negotiate terms and conditions of loans, work closely with Underwriting, Closing and Servicing Departments
Works closely with the customer, Credit, and Operations Department members in clearing loan conditions to close and fund loans quickly

Qualification

Real estate industry knowledgeSales cycle managementFinancial analysisSalesforce proficiencyB2BB2C salesCommunication skillsAttention to detailTeam player

Required

Rigorously prospect for new business and maintain consistent follow up with various business purpose loan opportunities (i.e., initial prospecting and cold calls, emails, customer visits etc.) including fix-and-flip, bridge, single family residential (DSCR), and ground-up construction loans nationwide
Ability to prepare and present loan proposals and offerings to various internal departments utilizing internal resources wisely and effectively
Accurately track and convey productivity and sales metrics to management and participate in regular sales accountability meetings
Demonstrable record of sales success against quota: commit fully to achieving and exceeding significant daily, weekly and monthly productivity and sales quotas
Builds rapport and strengthens client relationships during the sales interaction while providing information on loans as requested including application status, funding information and documentation requirements
Maintains an awareness of marketplace products, practices, rates and changes to ensure company capitalizes on competitive opportunities
Own the entire sales cycle from end-to-end. Qualify and disqualify leads, size loans, negotiate terms and conditions of loans, work closely with Underwriting, Closing and Servicing Departments
Works closely with the customer, Credit, and Operations Department members in clearing loan conditions to close and fund loans quickly
Ability to articulate an advanced understanding of the real estate industry, terminology and required documents necessary to engage in effective loan production with sales prospects
Ability to organize sales activity in Salesforce
Ability to maintain high-level B2C, B2B and inside sales related skills
Advanced technical financial analysis and computer skills including Microsoft Office (Outlook, Word, PowerPoint and Excel)
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Strong communication skills (written and verbal) with internal and external partners
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a startup or scaling culture
Associate or bachelor's degree
Minimum 2 years of experience in B2B, B2C or vendor business development or sales role within the business purpose real estate lending field

Preferred

Financial analysis or brokerage experience is a plus
Active real estate license or willing to earn a license (we can help) a plus

Benefits

Healthcare (medical, dental, vision)
401(k) with Safe Harbor match
Paid holidays
More

Company

Archwest Capital

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Archwest Capital is a real estate finance company that provides financing solutions.

Funding

Current Stage
Growth Stage
Total Funding
$300M
Key Investors
Aspida
2025-10-15Debt Financing· $300M
2024-07-08Acquired
2021-10-25Corporate Round

Leadership Team

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Gene Clark
Co-Founder & CEO
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Timothy J Gannaway
Co-Founder and Chief Technology Officer
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Company data provided by crunchbase