Note: The job is a remote job and is open to candidates in USA. Key Real Estate Capital helps investors, entrepreneurs, and individuals pursue financial and location freedom through creative real estate financing and investment strategies. The Associate Account Executive supports and grows client relationships by conducting discovery calls, structuring financing solutions, preparing proposals, coordinating deals through closing, and managing pipeline and CRM activity.
Responsibilities
- Supporting and growing client relationships within Key Real Estate Capital’s lending and investment ecosystem
- Engages prospective and existing clients
- Conducts discovery calls to understand their investment goals
- Helps structure appropriate real estate financing solutions
- Collaborates with senior team members to prepare proposals
- Gather required documentation
- Coordinate with underwriting and operations to move deals efficiently from initial interest to closing
- Tracks pipeline activity
- Maintains accurate CRM records
- Follows up consistently to ensure a positive client experience
- Participating in webinars or community events
- Answering client questions about products and programs
- Contributing insights to improve processes and service offerings
Skills
- Client relationship and communication skills, including the ability to conduct consultative conversations, listen actively, and explain complex financing concepts in clear, accessible language
- Sales and business development capabilities, such as prospecting, pipeline management, follow-up discipline, and comfort working with performance metrics or targets
- Analytical and organizational skills, including attention to detail in documentation, basic financial analysis for real estate investments, and effective time management across multiple accounts
- Interest or experience in real estate investing, lending, or related financial services, with a willingness to learn creative financing structures and Key Real Estate Capital's products and programs
- Proficiency with CRM and productivity tools and the ability to work effectively in a remote, digital-first environment
- Self-motivated and collaborative approach, with the ability to operate independently while partnering closely with senior account executives, underwriting, and operations teams
Benefits
- Hybrid role
- Expected promotion within 3-6 months of being in the role
- Commission-only compensation at 15% with an OTE of $120k
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