Account Executive – Northeast

🔥 1 minute ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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Gradient Mortgage Capital

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2025

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

Gradient Mortgage Capital is a private lender specializing in 1–4 unit investor residential and small-balance commercial loans. The firm partners with mortgage bankers and brokers nationwide to provide DSCR (debt-service-coverage-ratio) and small-balance commercial (SBCRE) loan programs for single-family rentals, short-term rentals, 2–4 unit properties, mixed-use, multifamily, retail, and office properties. Loan sizes range from $100K to $5MM, and the company emphasizes commonsense underwriting, streamlined processes, fast approvals, and efficient closings. They position themselves as a B2B partner to help mortgage professionals close more deals and expand portfolios; Gradient Mortgage Capital is a private lending firm (NMLS ID #2747921) based in Fort Lauderdale, FL.

📋 Description

• 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.

🎯 Requirements

• 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. • Knowledge of mortgage products, lending processes, and industry terminology preferred. • 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. • Minimum of 2–5 years of experience in mortgage sales, financial services sales, or a related field preferred. • Demonstrated success in prospecting, pipeline management, and achieving sales targets. • Demonstrated success recruiting, managing, and developing sales professionals.

🏖️ Benefits

• None specified