Associate Account Executive

Newfi Wholesale; Emeryville (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401k matching

Full medical, dental and vision

Access to leadership and career growth opportunities

Job summary

A leading lending company in California seeks a Trainee Account Executive to support existing Senior AEs and develop new business. The ideal candidate will possess at least 2 years of customer service experience in the mortgage or service industry and excel in problem-solving and multi-tasking. Responsibilities include answering inbound inquiries and simplifying client issues. The company offers a competitive compensation package, including benefits such as medical, dental, vision, and 401k matching.

Qualifications

• 2 years’ Mortgage Customer Service experience or service industry experience.
• Strong ability to remain calm and positive in stressful situations.
• Resourceful when problem-solving and able to think outside the box.

Responsibilities

• Support existing Senior AEs by developing new business.
• Answer all inbound calls, e‑mails, and chats with a positive attitude.
• Simplify client issues and track them in the in-house systems.

Skills

Customer Service

Problem-Solving

Multi-tasking

Judgment

Microsoft Suite

Job description

Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private‑equality firms in the world. As one of the largest non‑QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common‑sense exceptions offer greater opportunities to qualify self‑employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward‑thinking and dynamic professionals to be a part of Newfi’s story…apply today to join our team!

The Role:

This role is designed to be a trainee position for an Account Executive role. The Associate AE role will require that the Account Manager I duties have been satisfactorily performed.

The main responsibility of an Associate AE is to support existing Senior AE’s already in market. This person will actively call on existing Approved Accounts to help develop new business in addition to calling on Prospects assigned to Sr AEs in market to get those accounts approved.

In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the Account Executive role (upon management discretion).

Identifying and understanding the Client’s issue and needs in order to quickly elevate them over to the appropriate team to finalize the solution for the Client.

Answering all inbound phone calls, e‑mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience.

Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it.

Clarifying the Client’s issue and tracking appropriately within our in‑house systems.

Simplifying Client issues and providing feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes.

Requirements

• 2 years’ Mortgage Customer Service experience or service industry experience
• Successful track record with Customer Service
• Strong ability to remain calm and positive in stressful situations
• Resourceful when problem‑solving and able to think outside of the box while following the process in place
• Ability to multi‑task, prioritize, and quickly solve any problems that arise
• Know when to elevate an issue to the appropriate team, strong skills in judgment calls
• Ability to simplify and include all details to provide appropriate feedback
• Proficient with the entire Microsoft Suite and LOS experience preferred
• Competitive compensation package
• 401k matching, fully vested after 3 years of employment.
• Full medical, dental and vision.
• Access to leadership and career growth opportunities.

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.

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.