More jobs:
Account Executive, Real Estate Lending
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-26
Listing for:
JBA International
Full Time
position Listed on 2026-01-26
Job specializations:
-
Sales
Business Development
Job Description & How to Apply Below
Be the Trusted Partner Every Builder Deserves
We’re looking for an Account Executive who brings both hustle and heart — someone who thrives on relationships, earns trust quickly, and understands that a great borrower experience starts with being truly present.
You’ll connect with experienced investors, brokers, and developers across the country, helping them secure the capital they need to move fast and grow confidently. From the first phone call to the final wire, you’ll be a steady, solution-oriented partner.
If you’re someone who loves helping clients feel heard, understood, and empowered, we’d love to meet you.
What You’ll Be Doing
- Build and nurture meaningful relationships with investors, brokers, and developers — many of whom return again and again
- Understand each borrower’s goals and tailor loan recommendations that make sense for their timeline and vision
- Guide clients through the lending process from start to finish, ensuring they feel supported every step of the way
- Work closely with our operations and underwriting teams to ensure quick turnarounds and smooth closings
- Attend real estate networking events (virtual and in-person) to expand awareness and pipeline
- Share client feedback to help us improve — we value your voice as much as our borrowers’
- Keep your pipeline organized and up-to-date with thoughtful follow-through and transparent communication
- Have 2+ years of experience in real estate lending, loan origination, or mortgage sales ($1M+ deal sizes preferred)
- Understand the needs of active property investors and speak their language
- Is a natural relationship builder who thrives on earning trust, not just closing deals
- Communicate with clarity, empathy, and professionalism — over the phone, email, or in person
- Are proactive, self-driven, and calm under pressure when multiple deals are moving
- Are comfortable using tools like Salesforce, loan origination systems, and CRM software
- Take pride in follow-through, organization, and delivering a “wow” client experience
- We treat our clients — and each other — like long-term partners
- You’ll have autonomy, ownership, and support to grow into a leadership role
- We move fast, act thoughtfully, and care deeply about what we’re building
- You’ll get to help real people close real deals — and that impact compounds over time
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