Account Executive

Archwest; Irvine (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Paid holidays

Job summary

Archwest is seeking a results-driven sales professional to own the loan sales cycle from prospecting to funding. You will qualify leads, negotiate terms and collaborate closely with Underwriting, Closing and Servicing to close loans.

The role requires 2+ years in B2B/B2C real estate lending, strong communication skills, and proficiency with Salesforce and Microsoft Office in a fast-paced startup environment. Competitive compensation and benefits are offered.

Qualifications

• Associate or bachelor’s degree required.
• Minimum 2 years of experience in B2B, B2C or vendor sales in business purpose real estate lending.
• Strong communication and sales abilities.

Responsibilities

• Prospect for new business and follow up with loan opportunities.
• Prepare and present loan proposals using internal resources.
• Own end-to-end sales cycle; qualify leads and negotiate terms.
• Coordinate with Underwriting, Closing and Servicing to move loans forward.
• Track productivity and attend sales accountability meetings.

Skills

Sales skills

Communication skills

Attention to detail

Team player

Education

Associate or Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

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• 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.
• Ability to prepare and present loan proposals 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 sales goals. Commit fully to achieving and exceeding significant daily, weekly and monthly productivity.
• Build 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

Education and Experience

• 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

Benefits and Accessibility

At Archwest, we provide medical, dental, vision, 401(k) match, paid holidays, and more. We will also make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at [e-mail].

Annual Compensation Range: $50,000 - $65,000 + Commission