[Remote] Account Executive
Note: The job is a remote job and is open to candidates in USA. RBI Private Lending is seeking an Account Executive to manage and grow relationships within the mortgage industry. The role involves overseeing loan origination, driving sales performance, and expanding business opportunities in real estate financing.
Responsibilities
- Develop and maintain relationships with mortgage brokers, financial institutions, real estate developers, and investors
- Oversee loan origination processes, ensuring efficiency and accuracy
- Analyze financial histories and mortgage applications to assess creditworthiness
- Provide expert guidance on loan products, underwriting, and deal structures
- Negotiate terms and close mortgage deals to maximize revenue
- Identify and pursue new opportunities in real estate financing
- Collaborate with internal teams to streamline operations and improve customer experience
- Conduct training sessions for junior account executives and brokers
- Maintain accurate records and documentation for all transactions
Skills
- Proven experience with Bridge, Fix & Flip, DSCR, and Ground-Up Construction loan products
- Minimum of 4 years of experience in Private Lending for Real Estate Investments
- Strong understanding of loan origination and underwriting processes
- Established book of business specializing in RTL (Residential Transition Loans) or DSCR (Debt-Service Coverage Ratio) loans
- Excellent communication, negotiation, and presentation skills
- Ability to multitask and manage multiple client accounts effectively
- Proficiency in CRM software and Microsoft Office Suite
- Bachelor's degree in business, finance, or a related field
- Bilingual (English / Spanish)
Benefits
- Remote work model with flexibility in scheduling
- Frequent travel to meet clients and attend industry events
Company Overview