Account Executive - Lending Partnerships

The role

This role focuses on identifying, developing, negotiating, and closing new partnerships with independent mortgage banks and mortgage brokers. You will build Upstart's presence across wholesale brokers and correspondent lenders to drive HELOC origination volume.

What you will do

• Take opportunities from prospecting through negotiations and signed agreements
• Build Upstart's presence across wholesale brokers and correspondent lenders
• Bring on partners capable of generating meaningful HELOC origination volume
• Collaborate with marketing teams to develop tactics and outbound marketing campaigns
• Collaborate with marketing teams to efficiently capture inbound opportunities
• Attend and prospect at relevant industry conferences
• Effectively handoff accounts to implementation and onboarding teams
• Provide clear market feedback to product teams to improve our programs
• Collaborate with the consumer product team on cross-sell and strategic partnerships

Required qualifications

• 3 years of related work experience
• 2-3 years of mortgage sales experience or leading mortgage function in a financial institution
• Experience with 2nd lien or Home Equity products
• Understanding of mortgage lending regulations and industry best practice

Nice to have

• 5 years of related work experience
• 3-5 years of mortgage sales experience or leading mortgage function in a financial institution
• Prior TPO Account Executive experience
• Proven mortgage sales track record with an industry network
• Understanding of TPO mortgage lending operations
• Naturally brings people together, builds strong cross-functional relationships, and recognizes that the best outcomes come from working as one team
• Moves with urgency, takes initiative, and finds practical ways to move opportunities forward without waiting for perfect information
• Takes accountability beyond getting a deal signed, proactively working through obstacles and ensuring a successful handoff and launch
• Makes thoughtful decisions, balances speed with risk, and knows when to act independently versus when to bring others into the conversation
• Open to feedback, willing to roll up their sleeves, and focused on team success rather than individual credit

Benefits

• Base pay, bonus opportunities, and annual equity grants that vest quarterly
• 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually
• Employee Stock Purchase Plan (ESPP) for eligible employees (US only)
• Medical, dental, vision, and wellness resources
• Health Savings Account contributions for eligible plans (US only)
• Life insurance and disability coverage
• Paid time off, sick leave, and company holidays
• Paid family and parental leave
• Family-centered benefits to support fertility, parenthood, and caregiving needs
• Employee Assistance Program (EAP)
• Financial wellness resources and financial concierge service (US Only)
• Annual wellness allowance

About the company

Upstart is an AI lending marketplace that partners with banks and credit unions to expand access to affordable credit. The company is digital-first and operates across 80+ cities in the US and Canada.