Account Executive – Lending Partnerships

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Identify, cultivate, negotiate, and finalize new collaborations with independent mortgage banks and brokers.

• Manage opportunities from initial prospecting through to negotiations and signed contracts.

• Enhance Upstart’s visibility among wholesale brokers and correspondent lenders.

• Recruit partners who can contribute significantly to HELOC origination volume.

• Work alongside marketing teams to design outbound campaigns and seize inbound opportunities.

• Participate in and prospect at relevant industry conferences.

• Transition accounts to the implementation and onboarding teams.

• Relay market insights to product teams to enhance programs.

• Partner with the consumer product team on cross-selling and strategic alliances.

• Develop, lead, refine, and expand sales initiatives to position Upstart as a leader in the HELOC industry.

⛳️ Requirements

• Minimum of 3 years of relevant work experience.

• 2–3 years of experience in mortgage sales or in a leadership role within a mortgage department at a financial institution.

• Familiarity with second-lien or home equity products.

• Knowledge of mortgage lending regulations and industry best practices.

• Availability to work within East/West Coast time zones.

• Preferred: 5 years of relevant experience.

• Preferred: 3–5 years of mortgage sales experience or experience leading a mortgage function in a financial institution.

• Prior experience as a TPO Account Executive is preferred.

• A proven track record in mortgage sales with an established industry network is preferred.

• Understanding of TPO mortgage lending operations is preferred.

🏝️ Benefits

• Competitive compensation package, which includes base salary, bonus potential, and quarterly vesting annual equity grants.

• 401(k) or Group Retirement Savings Plan featuring a company match of $2 for every $1 contributed, up to $15,000 annually.

• Employee Stock Purchase Plan (ESPP) offering discounted stock purchase options for eligible employees (US only).

• Comprehensive medical, dental, vision, and wellness coverage/resources.

• Supplemental health coverage available for employees in Canada.

• Contributions to Health Savings Accounts for eligible plans (US only).

• Life insurance and disability coverage provided.

• Paid time off, sick leave, and company-recognized holidays.

• Paid family and parental leave.

• Family-oriented fertility, parenthood, and caregiving benefits.

• Employee Assistance Program offering mental health support and life-centered resources.

• Financial planning tools and concierge services available for employees in the US.

• Annual wellness allowance.

• Annual productivity allowance for pertinent work tools and resources.

• Team-building events, company-wide updates, and employee resource groups.

• Catered lunches and well-stocked micro-kitchens in offices located in the Bay Area, Austin, Columbus, and New York City.