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…apply today to join our team!
Who We Are:
Newfi is a new age, wholesale lender that specializes in all the right products to help brokers gain a bigger part of the market. The Mortgage Wholesale Account Executive is responsible for the day-to-day operations, and proper functioning of the Broker client. This position is responsible for managing, training, coaching, recruiting, and prospecting of new Broker clients.
**On-Site AZ (not remote) - Must be local**
Qualifications:
Recent mortgage experience in either wholesale, retail, FDIC, or correspondent lending
Driven, self-motivated, organized, collaborative, and a “team player” type attitude
Demonstrates strong interpersonal skills, taking pride in client-centric service and communications
Self-starter with an entrepreneurial spirit, ready to develop with the company
Excellent written, verbal, and presentation communication skills
Computer/Tech savvy. Able to use a CRM, LOS, and Marketing
Strong organizational, self-motivational, people and time management skills
Requirements
Cold calling potential clients 30–50 calls per day
Tracking contacts in the company’s CRM
Build relationships with current and new mortgage brokers
Maintains sales contact, pipeline, and other pertinent sales activity reports
Trains brokers on Newfi lending platform, products, and policies & procedures
Ensure all loan files are complete and within guidelines
Adds value by working directly with brokers and loan officers on marketing programs
Stay abreast of underwriting guideline and program changes
Provide on-going service and support to brokers
Evaluate whether clients qualify under the company’s guidelines and assist them in becoming an approved Newfi partner
Maintain and grow a loan pipeline by working collaboratively with operations and support personnel
Assist clients with loan scenarios, training, and progressing their submitted loans to fulfillment
Being your clients’ “Go-To” resource for all questions regarding the mortgage industry
AE must pass a knowledge-based exam after 30/60/90 days to ensure understanding of the role along with pricing and phone call roll play. AE must pass overall testing at the end of 90 days to retain employment.
Benefits:
Competitive compensation plan with salary
401k, medical, dental, and vision
Leadership at your fingertips
Schedule:
Monday to Friday
Supplemental Pay:
Commission and Bonuses paid every pay period
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.
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.
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