[Remote] Account Executive (Northeast)

Note: The job is a remote job and is open to candidates in USA. 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.

Responsibilities

• Build and manage relationships with mortgage brokers and bankers
• Review scenarios and structure deals prior to submission
• Understand DSCR and commercial underwriting concepts (LTV, cash flow, property types)
• Educate partners on guidelines and execution strategy
• Work directly with underwriting and operations to close loans
• Generate repeat production through expertise and responsiveness
• 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

• Strong sales, negotiation, and closing skills with a proven ability to build lasting client relationships
• Excellent verbal and written communication skills
• Highly organized with strong time-management and follow-up abilities
• Self-motivated, results-oriented, and capable of working independently
• Ability to manage multiple priorities in a fast-paced sales environment
• Proficiency with CRM systems and sales productivity tools
• Professional demeanor with strong presentation and interpersonal skills
• Strong leadership, coaching, and people management skills with experience building and scaling sales teams
• Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent professional experience
• Demonstrated success in prospecting, pipeline management, and achieving sales targets
• Demonstrated success recruiting, managing, and developing sales professionals
• Knowledge of mortgage products, lending processes, and industry terminology preferred
• Minimum of 2–5 years of experience in mortgage sales, financial services sales, or a related field preferred

Company Overview