Account Executive

Company Description Commercial & Residential Real Estate Bridge Lending is a specialized lender focused on providing short-term financing solutions for both commercial and residential properties. The organization supports real estate investors, developers, and property owners who need flexible capital to close gaps between long-term financing events. Bridge Lending products are designed to be responsive, structured, and tailored to each transaction’s risk profile and timeline. Team members collaborate closely across underwriting, sales, and operations to deliver fast, reliable funding decisions. The company values integrity, clear communication, and strong client relationships in every deal.
Role Description The Account Executive is a full-time, remote role responsible for originating and managing bridge lending opportunities in commercial and residential real estate. Day-to-day tasks include prospecting and qualifying leads, conducting needs assessments with borrowers and referral partners, and presenting financing solutions that align with client objectives. The Account Executive will prepare and review term sheets, coordinate documentation with underwriting, and guide clients through the application and closing process. This role includes maintaining a pipeline in CRM tools, tracking deal progress, and collaborating with internal teams to ensure timely approvals and funding. The Account Executive also nurtures long-term relationships with brokers, investors, and developers, while monitoring market trends to identify new business opportunities.
Qualifications
Experience in commercial and/or residential real estate lending, bridge financing, or related financial services.
Strong skills in sales, business development, and account management, including lead generation and pipeline management.
Ability to analyze financial statements, property performance, and loan structures; comfort with basic underwriting concepts.
Excellent communication, negotiation, and relationship-building abilities with clients and referral partners.
Proficiency with CRM systems and standard office software; ability to work effectively in a remote environment.
High level of organization, attention to detail, and ability to manage multiple deals and deadlines simultaneously.
Bachelor’s degree in business, finance, real estate, or a related field, or equivalent relevant experience.
Prior success in a quota-driven role and familiarity with local and national real estate markets are beneficial.

Work arrangement
Yes