Note: The job is a remote job and is open to candidates in USA. Planet Capital provides private lending and real estate investment property financing through products such as Fix-and-Flip, Bridge, and Rental Property Loans. The Senior Account Executive is responsible for sourcing and funding loans, developing investor and broker relationships, structuring and managing transactions, and expanding the company’s market presence. The role also serves as a trusted advisor and ensures a strong customer experience throughout the loan lifecycle.
Responsibilities
- Drives Loan Growth: Takes ownership of pipeline by sourcing and funding $2–3M+ in closed loans each month. Build direct investor and broker relationships, prospect new business, and connect with key industry players to create consistent loan flow
- Offers a Full Product Suite: Applies expertise to structure and originate a wide range of competitive loan products, including Fix-and-Flip, Bridge, and DSCR, to serve Investors effectively and lead in the market
- Oversees Every Transaction: Manages deals from first contact through structuring, underwriting, approval, and closing. Partners with internal teams to deliver a seamless, timely experience for every client
- Acts as Trusted Advisor: Educates business partners, referral sources, brokers, and investors on the Company’s value proposition, positioning as the go-to expert in real estate investment property finance
- Expand Market Presence: Builds visibility and credibility by engaging with the investor community through events, roundtables, and partnerships
- Customer Experience: Engages customers through the pay-off period to ensure connection with the investor-builder and to foster future business opportunity
- Attends and participates at various state or regional conferences to network and generate more business and create more industry exposure for PRC. Gains additional industry education during these events when possible
- Complies with organizational standards, policies, and procedures. Maintains knowledge and professionalism through continues education and by staying abreast of current market trends, conditions, regulatory issues, and industry related issues
- Performs other duties as assigned
Skills
- High school diploma or equivalent required
- 4+ years experience in the Private Lending industry
- An established book of business or an Investor network
- 4+ years experience Fix and Flip, Rental Property (DSCR), and Bridge loans
- 4+ years experience in the Private Lending industry (FNF, Bridge, and/or Perm Debt) in single family and multifamily asset classes
- Understanding of the real estate investment property industry and ability to effectively communicate how Planet Renovation Capital can help your clients grow and prosper
- Exceptional communication and presentation skills
- Proven ability to creatively source and develop new business
- Energetic and enthusiastic about providing the best customer experience in the industry
- Working knowledge of various mortgage products and underwriting guidelines
- Working knowledge of applicable laws and regulations related to mortgage lending
- Demonstrates a commitment to quality customer service
- Strong attention to detail
- Well organized with the ability to multi-task
- Treats people with respect
- Works ethically and with integrity
- Moderate PC skills (MS Office products) and experience with mortgage origination systems
- Ability to work flexible and varying work schedules to meet the needs of the business
Benefits
- Ability to work flexible and varying work schedules to meet the needs of the business
Company Overview