Account Executive, Private Lending

Upright Group, LLC; Kentucky; On-site; USD 55,000 - 85,000; Full time

Job summary

Upright Lending is seeking an Account Executive to manage borrower inquiries, activate outbound leads, and qualify borrowers for loan programs. You will collaborate with the Managing Director and Directors across the full loan lifecycle, from engagement and document collection to post-close communications and servicing, driving branch growth.

Ideal candidates have 1–3 years in sales or lending, strong communication, and CRM experience.

Qualifications

• 1–3 years in sales, lending, or client-facing roles (SDR, inside sales, or real estate finance preferred).
• Strong communication skills with the ability to build rapport quickly.
• Familiarity with CRMs and structured sales pipelines.
• Detail-oriented with strong follow-up and task management abilities.
• Growth mindset, with eagerness to learn origination, portfolio management, and borrower retention strategies.

Responsibilities

• Respond promptly to inbound leads (applications, calls, emails) and conduct initial borrower discovery.
• Prequalify borrowers against Upright Lending’s credit parameters using scripts, matrices, and decision-making tools.
• Accurately and thoroughly document borrower interactions and project details in CRM and LOS systems.
• Manage outbound call lists with personalized outreach.
• Schedule qualified borrowers for further engagement with the Director, Lending or Managing Director.
• Assist in gathering borrower documents, clearing conditions, and ensuring readiness for underwriting and closing.
• Coordinate servicing communications, including draw scheduling, borrower check-ins, and payment reminders.
• Support extension and retention efforts to encourage repeat borrowing and long-term borrower relationships.
• Partner with credit and lending team members to ensure smooth transitions from origination to servicing.
• Contribute to process improvement initiatives to enhance branch efficiency and borrower experience.

Skills

Sales experience

Communication skills

CRM familiarity

Attention to detail

Growth mindset

Tools

CRM software

Job description

Department: Revenue

Reports to: Director, Lending, Managing Director

Location: Remote or In Office | Full-Time

Role Type: Business Development & Branch Support | Revenue-Generating

Overview

As an Account Executive at Upright Lending, you are the frontline of borrower engagement, responsible for managing inbound inquiries, activating outbound leads, and qualifying borrowers for Upright Lending’s loan programs.

Your impact extends beyond prequalification. You are a versatile contributor within the branch, working alongside your Managing Director, Directors and Associates across the full loan lifecycle, from borrower engagement and document collection to post-close communications, draw coordination, and retention efforts. Your work directly increases branch capacity, enhances portfolio performance, and drives borrower satisfaction.

This role is ideal for those eager to build a career in real estate finance, with a clear pathway to promotion into Director-level lending roles as you develop origination and portfolio management skills.

Mission

Deliver responsive, high-quality borrower engagement and provide end-to-end branch support to maximize pipeline conversion, portfolio performance, and borrower retention, while building the skills needed for advancement into senior lending roles.

Core Responsibilities

Lead Engagement & Borrower Prequalification

• Respond promptly to inbound leads (applications, calls, emails) and conduct initial borrower discovery (experience, creditworthiness, liquidity, pipeline).


• Prequalify borrowers against Upright Lending’s credit parameters using scripts, matrices, and decision-making tools


• Accurately and thoroughly document borrower interactions and project details in CRM and LOS systems.

Pipeline Development & Origination Support

• Manage outbound call lists (marketing-engaged contacts, past applicants, referrals) with personalized outreach.


• Schedule qualified borrowers for further engagement with the Director, Lending or Managing Director.


• Assist in gathering borrower documents, clearing conditions, and ensuring readiness for underwriting and closing.

Servicing & Retention Support

• Coordinate servicing communications, including draw scheduling, borrower check-ins, and payment reminders.


• Support extension and retention efforts to encourage repeat borrowing and long-term borrower relationships.

Branch Collaboration & Scaling

• Partner with credit and lending team members to ensure smooth transitions from origination to servicing.


• Contribute to process improvement initiatives to enhance branch efficiency and borrower experience.

Key Metrics

• Lead response time and prequalification conversion rates.


• Timeliness and accuracy of borrower documentation and closing support.


• Contribution to branch pipeline growth, servicing efficiency, and borrower satisfaction.


• Impact on borrower retention and referral generation.

What Success Looks Like

• Every inbound lead is engaged quickly and professionally, with no borrower slipping through the cracks.


• You generate qualified opportunities through disciplined outbound engagement.


• You contribute meaningfully to clean, on-time closings and smooth servicing interactions.


• You build the skills and track record needed to advance into senior lending roles.

Required Skills & Experience

• 1–3 years in sales, lending, or client-facing roles (SDR, inside sales, or real estate finance preferred).


• Strong communication skills with the ability to build rapport quickly.


• Familiarity with CRMs and structured sales pipelines.


• Detail-oriented with strong follow-up and task management abilities.


• Growth mindset, with eagerness to learn origination, portfolio management, and borrower retention strategies.

This role offers competitive base pay, performance-based incentives, and a clear path for advancement, making it an excellent opportunity for individuals seeking to grow within a dynamic, high-performing lending branch.