Associate Account Executive

Key Real Estate Capital; San Diego (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Key Real Estate Capital is seeking an Associate Account Executive to grow client relationships in its lending and investment ecosystem. This full-time, hybrid role conducts discovery calls, structures financing solutions, and coordinates with underwriting and operations to move deals from interest to closing.

The ideal candidate will manage client communications, maintain CRM records, and contribute to webinars and community events.

Qualifications

• Client relationships and consultative communication skills.
• Sales and pipeline management with targets/metrics.
• Analytical/documentation skills for real estate investments.
• Interest or experience in real estate investing, lending, or related financial services.
• Proficiency with CRM and productivity tools; remote/digital work ability.
• Self-motivated, collaborative with cross-functional teams.

Responsibilities

• Engage prospective and existing clients to understand investment goals.
• Conduct discovery calls to tailor financing solutions and proposals.
• Prepare proposals with senior team support; gather required documentation.
• Coordinate with underwriting and operations to move deals toward closing.
• Maintain accurate CRM pipeline records and follow up with clients.
• Participate in webinars/events and suggest process improvements.

Skills

Client relationships

Sales & BD

Analytical skills

Real estate lending knowledge

CRM proficiency

Independent yet collaborative

Tools

CRM software

Job description

Company Description

Key Real Estate Capital helps investors, entrepreneurs, and everyday individuals unlock time, financial, and location freedom through creative real estate financing and investment strategies. The company focuses on making real estate investing accessible, scalable, and empowering by offering tools, capital, and expertise beyond traditional lending. Services include creative financing solutions such as DSCR loans, fix & flip funding, 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey community and Buyers Club program, clients receive education and support to find, fund, and cash flow real estate opportunities, as well as done-for-you investing where an expert team identifies properties, secures financing, and manages closing. With access to generous terms in hard money, private capital, and off-market deals, Key Real Estate Capital acts as a strategic partner in building long-term wealth and independence through real estate.

Role Description

The Associate Account Executive is a full-time, hybrid role responsible for supporting and growing client relationships within Key Real Estate Capital’s lending and investment ecosystem. Day-to-day, this role engages prospective and existing clients, conducts discovery calls to understand their investment goals, and helps structure appropriate real estate financing solutions. The Associate Account Executive collaborates with senior team members to prepare proposals, gather required documentation, and coordinate with underwriting and operations to move deals efficiently from initial interest to closing. This position also tracks pipeline activity, maintains accurate CRM records, and follows up consistently to ensure a positive client experience. The role may involve participating in webinars or community events, answering client questions about products and programs, and contributing insights to improve processes and service offerings.

Qualifications

• Client relationship and communication skills, including the ability to conduct consultative conversations, listen actively, and explain complex financing concepts in clear, accessible language.
• Sales and business development capabilities, such as prospecting, pipeline management, follow-up discipline, and comfort working with performance metrics or targets.
• Analytical and organizational skills, including attention to detail in documentation, basic financial analysis for real estate investments, and effective time management across multiple accounts.
• Interest or experience in real estate investing, lending, or related financial services, with a willingness to learn creative financing structures and Key Real Estate Capital’s products and programs.
• Proficiency with CRM and productivity tools and the ability to work effectively in a remote, digital-first environment.
• Self-motivated and collaborative approach, with the ability to operate independently while partnering closely with senior account executives, underwriting, and operations teams.

Career / Compensation

• This is the first step to entering the lending industry and will be expected to be promoted within 3-6 months of being in the role
• This is a commission only role at 15% with an OTE of $120k