Account Executive - Cleveland

Newfi Investment Group; California (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive comp plan with salary

401k matching, fully vested after 3 years

Full medical, dental and vision

Job summary

A leading mortgage lender is seeking an experienced Account Executive to expand their national sales team. The ideal candidate will have at least 2 years of experience in mortgage lending and sales. Responsibilities include managing an account base, utilizing data to track business trends, and maintaining industry knowledge. The position offers competitive compensation and benefits including medical coverage and 401k matching.

Qualifications

• Minimum 2 years in the mortgage lending industry.
• High comfort level with web based tools including a CRM.
• Proven knowledge level of competitive landscape in wholesale vertical.

Responsibilities

• Build and manage a national account base that values a partnership with Newfi Wholesale.
• Utilize daily dashboard data to determine your business trends.
• Develop an account database that hits key metrics such as pull-through, product mix and loan quality.

Skills

Mortgage sales experience

Familiarity with CRM tools

Knowledge of agency and non-conforming guidelines

Education

Bachelor's degree or work equivalent

Job description

All Jobs > Account Executive - Cleveland

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!

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.

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.

Requirements

• Minimum 2 years in the mortgage lending industry
• Minimum 2 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

What We Offer

• 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.