Association Sales Executive
Job Summary
The Association Sales Executive is responsible for originating and closing financing transactions with condominium associations (COAs), homeowner associations (HOAs), and co-ops. This role serves as the primary relationship owner from initial prospect engagement through credit approval, closing, and funding, partnering cross-functionally with underwriting, legal, and finance teams.
Success in this role requires strong consultative sales capabilities, the ability to navigate complex stakeholder groups (board members, property managers), and a deep understanding of association financing structures and lifecycle.
Duties
Business Development & Origination
Identify, develop, and close new Association financing opportunities.
Build relationships with property managers, HOA/COA board members, contractors, and industry partners.
Educate prospective clients on financing options and product benefits.
Drive inbound and outbound lead conversion into funded transactions.
Client Advisory & Sales Execution
Act as the primary point of contact throughout the sales process.
Lead discovery discussions to understand capital needs and financial health.
Present financing structures, pricing, and terms clearly.
Manage objections and guide boards to decision.
Deal Structuring & Pipeline Management
Own deal pipeline from intake through funding.
Submit and position transactions for pre-qualification and underwriting review.
Coordinate documentation collection and completeness.
Maintain accurate pipeline tracking and forecast.
Cross-Functional Execution
Partner with underwriting, legal, finance, and operations teams.
Ensure smooth progression through credit committee, term sheet issuance, loan closing, and funding.
Product Expertise & Market Leadership
Maintain deep knowledge of association financing structures, underwriting criteria, and competitive landscape.
Position product advantages effectively.
Provide market feedback to improve product and pricing.
Customer Experience & Relationship Management
Deliver a high-quality, solution-oriented client experience.
Guide borrowers through a complex, multi-step process.
Maintain relationships for repeat business and referrals.
Experience
5–10+ years in financial services sales, commercial lending, or specialty finance.
Experience with complex, multi-stakeholder transactions.
Strong consultative sales and negotiation skills.
Ability to manage long sales cycles and large deal sizes.
Familiarity with HOA/COA markets or real estate finance preferred.
Bachelor’s Degree preferred
Join us if you’re passionate about building meaningful partnerships, driving revenue growth through innovative sales strategies, and making a tangible impact within the association community. We value energetic professionals who thrive in a fast-paced environment and are eager to lead initiatives that foster long-term success.
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Work Location: Remote
