As an Account Executive - Investment Lending Specialist, you will guide real estate investors through the lending process, manage a sales pipeline, and ensure timely closings while securing competitive financing options.
About Sherman Bridge. Sherman Bridge is a premier private lending platform built for real estate investors. We provide fast, flexible, and investor-focused capital solutions that empower our clients to acquire, renovate, and sale portfolios of single-family homes. With a commitment to speed, service, and certainty, we specialize in hard money lending that drives real results.
What You'll Do: As an Account Executive - Investment Lending Specialist, you’ll be the trusted lending advisor for real estate investors referred by our exclusive partner, New Western. You’ll guide clients through the loan process—from consultation to close—while securing the most competitive financing options through our network of capital partners. Your success will be measured by your ability to build relationships, manage deals, and deliver a high-touch, seamless experience to every borrower.
Key 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.
Qualifications
- What You Bring
- 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 Experience:
- 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.
Why Join Us? Benefits & Perks
- Compensation: Base salary + uncapped commission
- Benefits: Health, dental, vision insurance, and 401(k) with company match
- Culture: Entrepreneurial, high-performance team environment with clear growth potential
Let’s Build Something Bigger. At Sherman Bridge Lending, we help investors move fast, fund smart, and scale with confidence. If you’re excited by the intersection of real estate and finance—and want to be part of a company that’s redefining private lending—apply now to join our team as an Account Executive.
Top Skills
Crm Systems
Loan Origination Tools
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