Mortgage Wholesale Account Executive

Newfi Lending; California; Remote; USD 30,000 - 300,000; Full time

Benefits offered by this job

Competitive pay

401(k) matching

Medical / Dental / Vision

Monthly incentive plan

Job summary

Newfi Lending is a national mortgage lender expanding its wholesale team and seeking outside Wholesale Account Executives to broaden geographic reach.

You will leverage an existing database of qualified prospects, manage a national account base, and collaborate with internal teams to deliver top-tier service while staying current with industry standards.

Qualifications

• Minimum 1 year in the mortgage lending industry.
• Minimum 1 year of mortgage sales experience.
• Comfort with web-based tools including a CRM.
• Knowledge of wholesale market competition.
• Familiarity with agency, non-conforming, FHA, and VA guidelines.

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

Skills

Mortgage lending experience

Mortgage sales experience

CRM proficiency

Competitive landscape knowledge

Education

Bachelor's degree or equivalent work experience

Tools

CRM software

Job description

Description

Location: Remote

Job Type: Full-time

Industry: Financial Services / Mortgage 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 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.

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.

Key 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 1 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
• 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.

Benefits

• Competitive comp plan with salary.
• 401k matching with full vesting after 3 years.
• Full medical, dental, vision.
• Monthly Incentive plan.

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, www.newfiwholesale.com or www.newficorrespondent.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.

Salary Description

$30,000-$300,000