Mortgage Wholesale Account Executive

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

Benefits offered by this job

Competitive comp plan with salary

401k matching with full vesting after 3 years

Full medical, dental, vision

Monthly Incentive plan

Job summary

A national lending company seeks a Mortgage Wholesale Account Executive to build and manage accounts. Applicants should have experience in mortgage lending and sales, a thorough understanding of industry guidelines, and proficiency with web-based tools. This role offers a competitive compensation plan and benefits, including 401k matching and medical coverage.

Qualifications

• Minimum 1 year in the mortgage lending industry.
• Minimum 1 year of mortgage sales experience.
• Comfortable with web-based tools including a CRM.

Responsibilities

• Build and manage a national account base.
• Utilize daily dashboard data to assess business trends.
• Partner with internal support team to enhance service.

Skills

Mortgage lending knowledge

Sales experience in mortgage

Web-based tools proficiency

Understanding of competitive landscape

Familiarity with mortgage guidelines

Education

Bachelor's degree or work equivalent

Tools

CRM

Job description

Join to apply for the Mortgage Wholesale Account Executive role at Newfi Lending

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.

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 year in the mortgage lending industry
• Minimum 1 year 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
• Bachelor's degree or work equivalent

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.

Salary range: $30,000 - $300,000