JOB TITLE: Account Executive (AE) – Realtor & Partner Development (DSCR / Business Purpose) 

DEPARTMENT: Business Development 

REPORTS TO: Sales Manager

GENERAL

DSCR Pro is a NYC-based investment lending company founded in 2017, and today we’re a recognized leader in the Non-QM investor lending space. We’ve helped thousands of real estate investors get funded—whether it’s their first rental or the next deal that scales a seasoned portfolio.

If you’re hungry, competitive, and love building relationships, this role is built for you. As an Account Executive, your mission is simple: recruit Realtors, build loyalty, and drive consistent DSCR / business-purpose loan closings.

JOB DEFINITION

The Account Executive (AE) is responsible for recruiting, developing, and maintaining Realtor partner relationships that generate consistent DSCR and business-purpose loan submissions. You will pre-screen scenarios, help gather initial documentation, and coordinate a smooth handoff to the DSCR Pro loan team—while keeping partners engaged and producing.

RESPONSIBILITIES

• Recruit and onboard Realtor partners (agents, teams, and broker offices).

• Prospect daily using calls, texts, email, social, and virtual meetings; document all activity in the CRM.

• Educate partners on DSCR/business-purpose loan basics, documentation, and deal structure best practices.

• Generate scenario flow: pre-screen leads, collect initial documentation, and coordinate introductions between partner + DSCR Pro loan team.

• Provide ongoing partner support (deal strategy calls, quick-turn scenario reviews, and next-step guidance).

• Maintain a monthly business plan (1 / 3 / 6-month plan) with targets for new partners, active partners, submissions, approvals, and fundings.

• Support pipeline momentum by coordinating next steps, helping gather required items, and keeping partners informed through the process.

• Complete reporting requirements accurately and on time.

• No rate/payment quoting unless authorized by company policy and role permissions.

REQUIREMENTS

• Bilingual: English & Spanish (required).

• Strong phone and written communication skills (email/text).

• Proactive self-starter; high activity and consistent follow-up.

• Comfortable with cold calling, objections, and rejection.

• Highly organized and systems-oriented; strong CRM habits.

• Ability to understand loan concepts and pre-screen scenarios against guidelines.

• Minimum 2 years in mortgage sales, real estate, title/escrow, wholesale lending, SaaS/inside sales, or B2B relationship sales (mortgage/investor lending preferred).

• Ability to work evenings/weekends as needed for partner availability.

GOALS AND EXPECTATIONS (RAMP PLAN)

Month 1: 500+ partner touches | 10 new partners | 2 submissions | 0–1 closings 

Month 2: 700+ touches | 20 partners (cumulative) | 6 submissions | 1–2 closings 

Month 3: 900+ touches | 35 partners (cumulative) | 10 submissions | 3–5 closings

DAILY / WEEKLY PERFORMANCE STANDARDS

• Follow up with new leads within 10 minutes.

• Minimum 25 partner touches/day (50/day first 60–90 days).

• CRM updated daily: notes, next steps, partner stage.

• Ops requests handled within 24 hours.

• Quality targets: 90%+ submission-to-approval and 70%+ submission-to-closing (timelines vary by readiness).

YEAR-ONE OUTCOME

By the end of Year 1, you are expected to have 10 “A-Realtors” who each send at least 1 closed transaction per month.