Account Executive

Loan Mountain Capital; Town of Texas (WI); On-site; USD 80,000 - 150,000; Full time

Job summary

A leading private lending company in the United States seeks a results-driven Account Executive to join their dynamic team. This role involves driving new business through lead generation, offering educational consultations about lending products, and maintaining exceptional customer service. Candidates should have a Bachelor’s degree and relevant sales experience. Compensation includes a base salary and commission, with an expected OTE of $80K - $150K. Locations preferred include Austin, Dallas, Houston, or San Antonio.

Qualifications

• 1-2 years of cold calling experience is preferred.
• Hands-on experience with CRM platforms.
• Proven track record in sales or customer service roles.

Responsibilities

• Utilize various channels to identify and qualify potential clients.
• Educate prospects on lending products.
• Provide exceptional customer service to borrowers.
• Collaborate with team members for outreach efforts.

Skills

Cold calling experience

Communication skills

Analytical abilities

Interpersonal skills

Problem-solving abilities

Education

Bachelor's degree in finance, business, or related field

Tools

CRM platforms

Job description

MUST READ - IMPORTANT NOTE FOR ALL APPLICANTS:

Applicants are required to submit an introductory video to the Loan Mountain Capital Hiring Team to be considered for the position. Please send a 3-minute Loom video with subject line "Account Executive" covering the following topics to [e-mail]:

• Tell us about yourself and your past work experience.
• Tell us why you would be the best fit for the role.

Preferred Location: San Diego or Orange County

Company Description

Loan Mountain Capital is the fastest growing private lender in the southeastern United States. We provide short-term real estate financing to investors, fix and flippers, and new home builders. Founded in partnership with our affiliate, Loan Ranger Capital – the largest private real estate lender in Texas with ~$400M under management – Loan Mountain Capital has quickly expanded that proven business model across the southeast and established itself as a market leader.

We are dedicated to supporting the success of real estate investors by offering tailored financial solutions, cost-effective loan options, and exceptional customer service. With deep industry expertise and a borrower-first approach, we are building the premier private lending platform in the region.

Job Description

Loan Mountain Capital is seeking a highly motivated and results-driven Account Executive to join our growing team. As an AE you’ll play a critical role in driving new business by identifying, engaging, and qualifying potential clients. This position offers an exciting opportunity to directly contribute to the growth and success of Loan Mountain Capital while developing your career in the private lending industry.

Work Hours: 9 AM – 6 PM EST

Key Responsibilities

1 - Prospecting and Lead Generation

• Utilize various channels such as in-person real estate events, cold calling, networking groups, SMS outreach, and email outreach to identify and qualify potential candidates.
• Cultivate strong relationships with prospects and maintain ongoing communication to nurture leads through the sales funnel.

2 - Educational Consultation / Customer Service

• Serve as a knowledgeable resource on our lending products, processes, and criteria.
• Educate prospects on the benefits and advantages of our programs.
• Provide exceptional customer service to borrowers and stakeholders, addressing their concerns and inquiries promptly.
• Maintain a professional and helpful attitude while interacting with borrowers.
• Manage and prioritize a high volume of leads & deals by efficiently using our CRM.
• Track interactions, document progress, and update lead statuses to ensure accurate reporting and forecasting.
• Gather application information from prospects to move forward with the sales process.

4 - Collaboration and Teamwork

• Work closely with an Account Executive to coordinate outreach efforts and share insights for deal negotiation.
• Collaborate with other departments to ensure efficiency throughout the full sales cycle.

Qualifications

• Bachelor's degree in finance, business, or a related field preferred.
• At least 1-2 years of cold calling experience.
• 1-2 years of hands‑on experience managing and working with CRM platforms.
• Proven track record of success in sales, lead generation, or customer service roles.
• Excellent communication skills, both verbal and written, with the ability to articulate concepts clearly and persuasively.
• Strong interpersonal skills and the ability to build rapport quickly with diverse clientele.
• Strong analytical and problem‑solving abilities.
• Attention to detail and a commitment to accuracy.
• Goal‑oriented mindset with a passion for exceeding targets and driving results.
• Knowledge of real estate markets and property management is a plus.
• Prior experience in the financial services industry, particularly in real estate or lending, is a plus.
• Preferred Location: Austin, Dallas, Houston or San Antonio.

Compensation includes a base salary plus commission, with an expected OTE of $80K - $150K