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Account Executive
Builders Capital
Originates loans, manages client relationships, and coordinates loan closings.
6d ago
$65,000 - $75,000
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
Puyallup, WA
Office Full-Time
Company Size
25 Employees
Service Specialisms
Real Estate Investment
Financing
Development Funding
Bridge Loans
Construction Loans
Sector Specialisms
Residential
Ground-Up Construction
Built to Rent
Role
What you would be doing
loan origination
credit approval
crm tracking
portfolio monitoring
deal structuring
client communication
- Communicate with internal and external parties to ensure all appropriate information has been received from borrowers to best evaluate loan requests and ability to repay as stated.
- Engage assigned accounts and prospects from Strategic Account Managers to convert leads to applications and closed loans.
- Assist in the coordination of the credit approval process for loans, complying with internal policies and procedures.
- Provide feedback to Management on marketing campaigns.
- Interface with other operational departments to maintain client communication, continuity, and excellent customer service.
- Implement Strategic Accounts sales strategy; interacts with assigned relationships or potential customers to explain Builders Capital products and services to persuade them to do business with the company.
- Monitor funded loan portfolio identifying future opportunities with the account and/or management of troubled accounts.
- Identify cross-selling opportunities for additional Builders Capital products.
- Actively and accurately track account and customer engagement and communications in the company’s Customer Relationship Management (CRM) system.
- Coordinate activities, workstreams, and resources needed to achieve goals; keeping others informed on status or issues; solicits and provides feedback to others.
- Assist in onboarding and training of new Strategic Accounts on loan products and Builders Capital proprietary software systems.
- Originate, submit loan requests for approval, present loan requests to Live Loan Review Committee (as needed) and work with operational support to facilitate loan closings.
- Work closely with your manager and stakeholders to quickly provide accurate and detailed loan sheets and deal structures.
What you bring
crm
microsoft office
loan origination
underwriting
3+ years
communication
- Excellent written and verbal communication skills with internal and external stakeholders.
- Strong sales and relationship-building skills with a focus on customer service and retention.
- Exceptional communication and presentation skills; able to effectively explain financial products to clients.
- Proven ability to convert leads to applications and closed deals.
- 3+ years of experience in loan origination, commercial lending, or financial services.
- Willingness to monitor active loan portfolios and identify new business opportunities or risk indicators.
- Strong understanding of loan products, underwriting processes, and credit approval requirements.
- Ability to manage multiple priorities, coordinate across departments, and maintain a high level of attention to detail.
- Skilled in identifying cross-selling opportunities and providing valuable customer insights.
- Experience working with strategic or high-value accounts is strongly preferred.
- Proficiency with CRM systems for tracking customer engagement and activity.
- Highly organized and self-motivated with a proactive approach to problem-solving.
- Comfortable working with proprietary loan systems or software; ability to quickly learn internal platforms.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, etc.).
- Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
- Health Insurance – We’ve got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
- Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
- Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
- Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
- Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
- Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
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Company
Overview
- Founded to bridge the gap between real estate developers and reliable funding sources.
- Specializes in offering short-term construction loans for residential and commercial projects.
- Focus on partnering with developers to accelerate project timelines and ensure successful outcomes.
- Works with a wide range of clients, from small-scale developers to large commercial entities.
- Offers fast and flexible financing options tailored to the needs of the construction industry.
- Notable for their quick turnaround times and commitment to supporting the development community.
- Serves as a trusted financial partner in residential, commercial, and industrial construction projects.
- Offers innovative funding solutions to address complex financial needs in the real estate development space.
- We foster a culture of personal responsibility and accountability.
- We strive to provide the highest level of customer service and build trust with our clients.
- We create long-term partnerships by focusing on quality, reliability, and integrity.
- We are dedicated to continuous improvement in everything we do.
- We respect and value the contributions of every individual.
2030
Net Zero Emissions Goal
Aiming to achieve net zero emissions across all operations.
- Committed to sustainability and minimizing environmental impact.
- Incorporate environmentally responsible practices across all business stages.
- Seek energy-efficient and sustainable solutions in projects.
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