Mortgage Wholesale Account Executive

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

Benefits offered by this job

Competitive compensation plan

401(k) matching with full vesting after 3 years

Full medical, dental, and vision coverage

Job summary

Newfi Lending is seeking an Outside Wholesale Account Executive to build a national account base and partner with a leadership team experienced in growing wholesale channels. The ideal candidate has 2+ years in mortgage lending, a strong sales background, and familiarity with various mortgage guidelines.

This full-time position in South Carolina offers competitive compensation ranging from $30,000 to $300,000, along with comprehensive health benefits and a 401(k) matching plan.

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.
• Proven knowledge of the competitive landscape in the wholesale vertical.
• Familiarity with agency, non-conforming, FHA, and VA guidelines.

Responsibilities

• Build and manage a national account base that values partnership with Newfi Wholesale.
• Utilize daily dashboard data to determine business trends and course-correct when necessary.
• Partner with internal support teams 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

Sales experience

Web-based tools comfort

Knowledge of competitive landscape

Familiarity with mortgage guidelines

Education

Bachelor’s degree or equivalent work experience

Tools

CRM

Job 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 largest non‑QM lenders in the industry, we offer innovative lending solutions to borrowers nationwide through our Wholesale, Correspondent, and Consumer Direct channels. We provide proprietary loan programs and common‑sense exceptions that help self‑employed borrowers, real estate investors, and those needing access to home equity qualify.

Job Type

Full‑time

The Opportunity

Newfi is expanding its national sales team and seeks a limited number of Outside Wholesale Account Executives. The role requires building a national account base using an existing database of qualified prospects and approved accounts while partnering with a leadership team that has a proven track record of growing wholesale channels.

Key Responsibilities

• Build and manage a national account base that values partnership with Newfi Wholesale
• Utilize daily dashboard data to determine business trends and course‑correct when necessary
• Partner with internal support teams 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 year of mortgage sales experience
• High comfort level with web‑based tools including a CRM
• Proven knowledge of the competitive landscape in the wholesale vertical
• Familiarity with agency, non‑conforming, FHA, and VA guidelines
• Bachelor’s degree or equivalent work experience

Benefits

• Competitive compensation plan with salary
• 401(k) matching with full vesting after 3 years
• Full medical, dental, and vision coverage
• Salary range: $30,000–$300,000

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 an exhaustive list of all responsibilities, skills, efforts, or working conditions. The Company reserves the right to change, amend, add, delete, or otherwise assign any and all duties, responsibilities, and position titles as it deems necessary to meet the needs of the business.