Account Executive - Cincinnati

Newfi Lending; Cincinnati (OH); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive comp plan with salary

401k matching

Full medical, dental and vision

Leadership at your fingertips

Job summary

Newfi Lending is seeking a Remote – Region based Mortgage Wholesale Account Executive to expand our national wholesale footprint. You will leverage an existing prospect base and approved accounts to grow revenue while delivering outstanding service to lenders.

This role requires at least 2 years in mortgage lending and 1 year in mortgage sales, strong CRM skills, and a solid grasp of FHA/VA guidelines. You will work with cross-functional teams to meet pull-through and loan quality targets.

Qualifications

• Minimum 2 years in the mortgage lending industry.
• Minimum 1 year of mortgage sales experience.
• High comfort level with web-based tools including a CRM.
• Knowledge of competitive landscape in wholesale.

Responsibilities

• Build and manage a national account base that values a partnership with Newfi Wholesale.
• Utilize daily dashboard data to determine 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.

Skills

Mortgage sales

CRM software

Account management

Industry knowledge

Education

Bachelor's degree or work equivalent

Tools

CRM (Salesforce)

Microsoft Excel

Job description

Description

Mortgage Wholesale Account Executive

Location: Remote – Region based

Description

About Newfi Lending

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.

The 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.

Requirements

• 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.

Requirements

• 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

Benefits

• Competitive comp plan with salary.
• 401k matching, fully vested after 3 years
• Full medical, dental and vision.
• Leadership at your fingertips.

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.

REMOTE