Account Executive, Private Lending

Core Responsibilities

• Lead Engagement & Borrower Prequalification
• Respond promptly to inbound leads (applications, calls, emails)
• Conduct initial borrower discovery (experience, creditworthiness, liquidity, pipeline)
• Prequalify borrowers against Upright Lending’s credit parameters using scripts, matrices, and decision-making tools
• Accurately and thoroughly document borrower interactions and project details in CRM and LOS systems
• Pipeline Development & Origination Support
• Manage outbound call lists (marketing-engaged contacts, past applicants, referrals) with personalized outreach
• Schedule qualified borrowers for further engagement with the Director, Lending or Managing Director
• Assist in gathering borrower documents, clearing conditions, and ensuring readiness for underwriting and closing
• Servicing & Retention Support
• Coordinate servicing communications, including draw scheduling, borrower check-ins, and payment reminders
• Support extension and retention efforts to encourage repeat borrowing and long-term borrower relationships
• Branch Collaboration & Scaling
• Partner with credit and lending team members to ensure smooth transitions from origination to servicing
• Contribute to process improvement initiatives to enhance branch efficiency and borrower experience

Key Metrics

• Lead response time and prequalification conversion rates
• Timeliness and accuracy of borrower documentation and closing support
• Contribution to branch pipeline growth, servicing efficiency, and borrower satisfaction
• Impact on borrower retention and referral generation

Required Skills & Experience

• 1–3 years in sales, lending, or client-facing roles (SDR, inside sales, or real estate finance preferred)
• Strong communication skills with the ability to build rapport quickly
• Familiarity with CRMs and structured sales pipelines
• Detail-oriented with strong follow-up and task management abilities
• Growth mindset, with eagerness to learn origination, portfolio management, and borrower retention strategies