DSCR & CRE Mortgage Account Executive

Gradient Mortgage Capital, LLC; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Gradient Mortgage Capital is seeking an ambitious and results-driven Account Executive to develop and manage client relationships while driving new business growth. This role is responsible for building a strong personal book of business, promoting the company’s mortgage products and services, and consistently meeting or exceeding sales targets.

The Account Executive operates in a technical wholesale lending environment where success comes from becoming a trusted lending resource to mortgage

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 2–5 years of mortgage sales or related financial services sales.
• Proven prospecting, pipeline management, and achieving sales targets.
• Experience recruiting, managing, and developing sales professionals.

Responsibilities

• Develop, grow, and manage a personal book of business by identifying, prospecting, and onboarding new clients.
• Build and maintain strong client relationships through consistent communication, responsiveness, and high-quality service.
• Promote and sell the company’s mortgage programs and services within an assigned territory.
• Develop and execute effective sales strategies to achieve individual production goals and drive revenue growth.
• Maintain an active and accurate sales pipeline, ensuring timely follow-up and progression of opportunities.
• Accurately track and report all sales activity, pipeline updates, and client interactions in the company’s CRM system.
• Collaborate with the Vice President, Regional Sales Manager, and internal teams to align efforts and meet production objectives.
• Qualify inbound leads and prospects through phone, email, and virtual communication channels.
• Conduct outbound prospecting, including cold calling and relationship-based outreach, to generate new opportunities.
• Present company products, programs, and value propositions during virtual and in-person client meetings.
• Organize and participate in regular client meetings to ensure satisfaction and identify opportunities for growth.
• Attend industry events, conferences, and trade shows as needed to expand the company’s professional network.
• Participate in weekly sales meetings and one-on-one meetings with management.
• Perform other duties and responsibilities as assigned by management.

Skills

Sales excellence

Negotiation

Closing skills

CRM proficiency

Prospecting

Time management

Independent worker

Industry knowledge

Presentation skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Equivalent professional experience

Job description

Gradient Mortgage Capital is seeking an ambitious and results-driven Account Executive to develop and manage client relationships while driving new business growth. This role is responsible for building a strong personal book of business, promoting the company’s mortgage products and services, and consistently meeting or exceeding sales targets.

The Account Executive operates in a technical wholesale lending environment where success comes from becoming a trusted lending resource to mortgage