Builders Capital

Account Executive

Builders Capital

full-time

Posted on:

Origin:  • 🇺🇸 United States • Washington

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Salary

💰 $65,000 - $75,000 per year

Job Level

Mid-LevelSenior

About the role

  • Originate and submit loan requests for approval; present loan requests to Live Loan Review Committee as needed.
  • Engage assigned accounts and prospects to convert leads to applications and closed loans.
  • Assist in onboarding and training of new Strategic Accounts on loan products and Builders Capital proprietary software.
  • Implement Strategic Accounts sales strategy; explain Builders Capital products and services to persuade business.
  • Provide accurate and detailed loan sheets and deal structures; work closely with manager and stakeholders.
  • Identify cross-selling opportunities for additional Builders Capital products.
  • Actively and accurately track account and customer engagement and communications in CRM system.
  • Assist in coordination of the credit approval process for loans; comply with internal policies and procedures.
  • Interface with operational departments to maintain client communication, continuity, and customer service.
  • Communicate with internal and external parties to ensure all appropriate borrower information received.
  • Coordinate activities, workstreams, and resources; keep others informed on status or issues.
  • Monitor funded loan portfolio identifying future opportunities and management of troubled accounts.

Requirements

  • 3+ years of experience in loan origination, commercial lending, or financial services.
  • Experience working with strategic or high-value accounts is strongly preferred.
  • Highly organized and self-motivated with a proactive approach to problem-solving.
  • Strong understanding of loan products, underwriting processes, and credit approval requirements.
  • Exceptional communication and presentation skills.
  • Ability to manage multiple priorities, coordinate across departments, and maintain attention to detail.
  • Willingness to monitor active loan portfolios and identify business opportunities or risk indicators.
  • Proven ability to convert leads to applications and closed deals.
  • Strong sales and relationship-building skills focused on customer service and retention.
  • Skilled in identifying cross-selling opportunities and providing customer insights.
  • Proficiency with CRM systems and proprietary loan systems; ability to quickly learn internal platforms.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Excellent written and verbal communication skills with internal and external stakeholders.
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