What are the responsibilities and job description for the Account Executive position at Termloans.com?
Company Description TermLoans.com is a fintech platform focused on transforming how small and medium-sized businesses access capital. The company uses real financial data and advanced underwriting models to match qualified business owners with vetted banks, private lenders, and credit unions. Through a streamlined, data-driven experience and API integrations, TermLoans.com simplifies business loan matchmaking and shortens approval timelines. The platform supports entrepreneurs end-to-end, from document collection through closing, helping them secure term loans, lines of credit, and specialized lending solutions. TermLoans.com exists to remove friction and outdated barriers so business owners can access funding with clarity, speed, and choice.
Role Description The Account Executive is a full-time, on-site role based in Orlando, FL, responsible for managing the full sales cycle for business owners seeking funding through TermLoans.com. Day-to-day, this role identifies and qualifies leads, conducts discovery calls, and educates prospects on lending options and the platform’s capabilities. The Account Executive collaborates with internal underwriting and operations teams to ensure accurate information gathering, smooth applications, and timely closings. This role maintains relationships with lenders and referral partners, tracks pipeline activity in CRM tools, and meets or exceeds revenue and conversion targets. The position also involves providing feedback on market trends and customer needs to support continuous improvement of products and processes.
Qualifications
- Sales and client relationship skills, including lead qualification, consultative selling, and account management.
- Knowledge of business lending, financing products, and basic underwriting or credit evaluation practices.
- Proficiency with CRM software, sales reporting tools, and general digital productivity tools (e.g., email, spreadsheets, presentations).
- Strong communication and negotiation abilities, with clear, professional verbal and written skills.
- Analytical and problem-solving skills to interpret financial information and align clients with appropriate lending solutions.
- Ability to work on-site in Orlando, FL, collaborate with cross-functional teams, and manage multiple opportunities concurrently.
- Previous experience in fintech, financial services, commercial lending, or B2B sales is highly beneficial.
- Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent relevant experience.