Remote
Financial
himalayas
About this role
About the Company- Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience.
Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success.
About the Role – As a Loan Officer, this position will be responsible for originating and structuring short-term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset-based lending, and the ability to build and maintain a high-quality loan pipeline.
The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast-paced, performance-driven environment.
Key
Responsibilities:Deal Origination & ManagementAnalyze, structure, and facilitate the origination of diverse real estate loan products; guide borrowers from intake to close while ensuring timely and accurate executionDrive Sales PerformanceProactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuringClient EngagementServe as a trusted advisor by educating real estate investors on financing solutions, underwriting
requirements, and loan program options; deliver tailored financial guidance to support repeat business and long-term growthCRM & Pipeline ManagementMaintain
Selling Motion
Prospecting
Hybrid
Mix of inbound leads and outbound prospecting
Buyer Persona
C-Suite
Selling to executive decision-makers
Territory
Vertical-Specific
Focused on a single industry vertical
Requirements at a Glance
Typical Day — Account Executive
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Walk me through your discovery process.
Template questionHow do you handle a prospect who goes silent mid-deal?
Template questionTell me about your largest closed deal and the sales cycle.
Template questionHow do you build business cases for stakeholders?
Template questionDescribe a deal you lost and what you learned.
Template questionThis Account Executive position at Crebrid Lending involves managing the full sales cycle from prospecting through close.
Financial services sales requires strong compliance awareness and regulatory knowledge.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
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