Account Executive-Direct Sales

This position will be remote until we move into our new office in August. It will then become an in-person position in our Austin, TX office. Role details: The Account Executive is responsible for creating valuable relationships with their network of borrowers as well as evaluating potential customers. They will create new business for the firm through pre-generated leads along with personally discovered leads. The Account Executive will be tasked with advising the client throughout the loan origination process, closing process and lifetime of the loan. successful Account Executive is extremely driven and motived by quantifiable results. They are willing to work the hours necessary for success to achieve a rewarding career in real estate finance. Duties & Responsibilities: Build and maintain client relationships. Create and expand a network of clients. Manage multiple leads and deals simultaneously without compromising the customer's quality of experience. Creates business from company generated leads as well as personally derived leads. dvises clients on loan origination, closing and in the success of the loan. Determines viability of leads and potential. Provides exemplary customer service. Must Have: Experience of direct sales in real estate industry. Experience using a CRM. Excellent interpersonal skills. Experience in real estate transactions. ble to work in-person in Austin, TX. Nice to have: Experience as an account executive in private lending . Experience as a loan officer. Benefits: Medical, Dental, Vision, Paid time off.

Created: 2026-03-04