Account Executive

We are looking for an Account Executive who thrives in a fast-paced, entrepreneurial growth environment. This individual will be responsible for proactively identifying, developing and maintaining a quality network of business relationships that serve as a source of referrals for new commercial mortgage lending opportunities. These business relationships include builders, developers, realtors, brokers, appraisers, title agents, as well as professional and personal contacts. The company also provides branded marketing support to its salesforce. In addition, our AEs are encouraged to participate in professional organizations, community organizations, and other networking forums. You will interview new and existing customers to determine their loan requirements and recommend appropriate products, terms, and pricing. Once a loan has been successfully started, our Loan Processors manage the file through closing so our AEs can focus on prospecting and originating.

Responsibilities

• Establish, develop and maintain client referral relationships with builders, developers, realtors, brokers, appraisers, title agents, as well as professional and personal contacts
• Prospect and source lending opportunities leveraging both new and existing relationships
• Ensure timely follow up on new leads generated by referrals and marketing programs
• Represent Builders Trust Capital at conferences, community events, and networking events
• Collect and report on prospect and lead conversion data in a CRM system and / or with custom reports
• Interview potential borrowers to determine their product requirements and program qualifications
• Complete loan application and collect initial documentation requirements to issue term sheet and move to processing
• Structure the loan to address customer requirements within lending guidelines
• Negotiate price, terms, and conditions
• Ensure required information and documentation is submitted to the loan processing department and properly recorded in the loan origination system upon acceptance
• Deliver "white glove" customer service throughout the full life of loan
• Maintain current knowledge of all applicable lending regulations, the economy, market rates, vendors, and competitors
• Keep informed on trends, changes and developments in the local real estate market
• Maintain a professional image and standards consistent with company
• Evaluate processes and procedures for efficiency opportunities and implement process improvements
• Manage and train junior loan officers, sales assistants, and other employees, as required
• Maintain and update the Sales Policy and Procedure Manual
• Ad hoc projects, as assigned

Qualifications

Education & Experience

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