Account Executive (NC)

Archwest Capital; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) with Safe Harbor match

Paid holidays

Job summary

A real estate lending company in Charlotte is seeking a Business Development Representative to manage the sales cycle for various loan products. Responsibilities include prospecting for business, preparing loan proposals, tracking sales metrics, and maintaining client relationships. Ideal candidates should have at least 2 years of relevant experience and a degree. The role offers attractive benefits including healthcare and 401(k) matching.

Qualifications

• Minimum 2 years of experience in business development or sales role within real estate lending.
• Experience in financial analysis or brokerage is a plus.
• Active real estate license or willingness to earn one.

Responsibilities

• Prospect for new business and follow up with loan opportunities.
• Prepare and present loan proposals to internal departments.
• Track and convey sales metrics to management.
• Build rapport during the sales process.
• Negotiate terms and conditions of loans.

Skills

Sales success against quota

Client relationship management

Advanced financial analysis

Salesforce organization

Strong communication skills

Detail orientation

Problem solving

B2B/B2C selling

Education

Associate or bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

Overview

6 days ago Be among the first 25 applicants
Direct message the job poster from Archwest Capital

Responsibilities

• Rigorously prospect for new business and maintain consistent follow up with various business purpose loan opportunities (i.e., 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

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

Benefits and Accessibility

At Archwest, we provide healthcare (medical, dental, vision), 401(k) with Safe Harbor 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].