Account Executive

Newfi Wholesale; San Gabriel (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401k matching, fully vested after 3 years

Full medical, dental, and vision coverage

Job summary

A leading lending company is seeking outside Wholesale Account Executives to join their expanding national sales team. This role focuses on building and managing accounts while leveraging an existing database of qualified prospects. Candidates should have a minimum of 2 years in mortgage lending and 1 year of sales experience. A competitive compensation plan includes a salary and benefits such as 401k matching and full medical coverage. Join us to help shape the future of innovative lending solutions.

Qualifications

• Minimum 2 years in the mortgage lending industry.
• Minimum 1 year of mortgage sales experience.
• Proficient with web-based tools including a CRM.
• Bachelor's degree or work equivalent.
• Competitive comp plan including salary.
• 401k matching, fully vested after 3 years.
• Full medical, dental and vision.
• Proficient with web-based tools including a CRM.

Responsibilities

• Build and manage a national account base.
• Utilize daily dashboard data for business trends.
• Maintain knowledge of industry trends and regulations.
• Stay informed on industry trends to meet customer needs.
• Develop an account database tracking pull-through, product mix and loan quality.
• Maintain familiarity with regulatory standards and requirements.

Skills

Mortgage lending knowledge

Sales experience

CRM proficiency

Understanding of competitive landscape

Familiarity with FHA and VA guidelines

Education

Bachelor's degree or work equivalent

Tools

CRM software

Job description

Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private equity firms in the world. As one of the leading Non-QM lenders in the industry, we are passionate about providing innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions create greater opportunities for self-employed borrowers, real estate investors, and those looking to access their home equity—across our Wholesale, Correspondent, and Consumer Direct channels. We’re seeking forward-thinking, dynamic professionals to be part of Newfi’s journey. Apply today and help shape our story!

Opportunity

Newfi has successfully built the foundation and is expanding our national sales team. We are looking for a limited number of outside Wholesale Account Executives to expand our geographic reach and build a business with a leadership team that has a proven track record of growing wholesale channels. You will leverage an existing database of qualified prospects and approved accounts.

Responsibilities

• Build and manage a national account base that values a partnership with Newfi Wholesale
• Utilize daily dashboard data to determine your business trends and course correct when necessary
• Partner with internal support team to deliver optimal service levels and foster account relationships
• Maintain current knowledge of industry trends to anticipate and proactively meet customer needs
• Develop an account database that hits key metrics such as pull-through, product mix and loan quality
• Maintain familiarity with regulatory and industry standards and requirements.

Qualifications

• Minimum 2 years in the mortgage lending industry
• Minimum 1 years of mortgage sales experience
• High comfort level with web based tools including a CRM
• Proven knowledge level of competitive landscape in wholesale vertical
• Familiarity with agency, non-conforming, FHA, and VA guidelines
• Bachelors degree or work equivalent
• Competitive comp plan with salary.
• 401k matching, fully vested after 3 years
• Full medical, dental and vision.

Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce.

Visit us at www.newfi.com or www.newfiwholesale.com

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.