Mortgage Wholesale Account Executive

Newfi Lending; Missouri; On-site; USD 30,000 - 300,000; Full time

Benefits offered by this job

401k matching

Full medical, dental, vision

Monthly incentive plan

Job summary

Newfi Lending seeks a high-impact Wholesale Account Executive to expand our national reach and manage a growing base of wholesale accounts. You will leverage an existing database of qualified prospects and approved accounts to drive revenue.

Ideal candidates have mortgage lending and sales experience, strong CRM skills, and solid knowledge of agency and FHA/VA guidelines. This role offers a national scope with competitive compensation and benefits.

Qualifications

• Minimum 1 year in the mortgage lending industry.
• Minimum 1 year of mortgage sales experience.
• Familiarity with CRM tools and web-based platforms.
• Knowledge of agency, non-conforming, FHA, and VA guidelines.
• Bachelor’s degree or work equivalent.

Responsibilities

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

Skills

Mortgage lending experience

Mortgage sales experience

CRM proficiency

Wholesale market knowledge

Regulatory awareness (agency/FHA/VA)

Education

Bachelor's degree or work equivalent

Tools

CRM software

Job description

Job Type

Full-time

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 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!

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 people 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 right 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