Account Executive - Investment Lending Specialist jobs in United States
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New Western · 10 hours ago

Account Executive - Investment Lending Specialist

Sherman Bridge is a premier private lending platform built for real estate investors, providing fast and flexible capital solutions. The Account Executive - Investment Lending Specialist will serve as a trusted lending advisor, guiding clients through the loan process and securing competitive financing options while managing relationships and delivering a seamless experience.

Real Estate
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Growth Opportunities

Responsibilities

Serve as the go-to lending partner for real estate investors sourced through assigned New Western field offices
Consult with investors to understand their goals and tailor loan solutions to fit their strategies
Match each loan request with the most competitive capital source through our Marketplace Lending platform
Own your pipeline from lead to close—managing applications, underwriting, and documentation to ensure timely closings
Partner with internal processing, underwriting, and closing teams to streamline the lending process
Build strong relationships with New Western agents to understand market trends and investor needs
Meet or exceed monthly goals related to volume, conversion, and client satisfaction

Qualification

Hard money lendingSales pipeline managementReal estate investment modelsCRM systemsConsultative salesResults focusedCommunication skillsRelationship-buildingOrganizational skills

Required

1+ year of experience in lending, mortgage, investment real estate, or related field
A solid understanding of hard money lending and real estate investment models (fix-and-flip, BRRRR, rental portfolios)
Proven success managing a sales pipeline and closing deals in a fast-paced environment
Strong consultative sales, communication, and relationship-building skills
Tech-savvy: experience with CRM systems and loan origination tools
Driven, organized, and results focused

Preferred

Hard-money, wholesale or correspondent mortgage lending
Background working with real estate brokerages or investment firms
Comfort analyzing real estate contracts, budgets and investment returns

Benefits

Health, dental, vision insurance
401(k) with company match

Company

New Western

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New Western is a real estate investment marketplace that makes investing more accessible for more people.

Funding

Current Stage
Growth Stage

Leadership Team

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Stuart Denyer
Chief Executive Officer
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Kurt Carlton
President and Co-Founder
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