Mortgage Wholesale Account Executive - (On-Site)
LOCATION
Chandler, AZ (On-Site - Must be local)
QUALIFICATIONS
Recent mortgage experience in wholesale, retail, FDIC, or correspondent lending; strong interpersonal and communication skills; self-starter with organizational and time management abilities; computer/tech savvy; ability to manage client relationships.
RESPONSIBILITIES
Handle day-to-day operations for Broker clients, cold call potential clients, maintain sales activities, train brokers, ensure compliance with loan guidelines, provide ongoing support, and manage a loan pipeline collaboratively with operations.
INDUSTRY
Mortgage Lending
SHORT DESCRIPTION
Join Newfi Lending as a Mortgage Wholesale Account Executive, responsible for managing Broker client relationships and operations, driving productivity through training and support, and contributing to innovative lending solutions.
Mortgage Wholesale AE- Inside (Arizona)Chandler, AZ
**On-Site AZ (not remote) - Must be local**
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 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.
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.
Visit us at www.newfi.com or www.newfiwholesale.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.
Job Type: Full-time
Pay: From $5,000.00 per month
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Education:
- High school or equivalent (Required)
Experience:
- Sales: 2 years (Preferred)
- Mortgage: 2 years (Required)
Ability to Commute:
- Chandler, AZ 85225 (Preferred)
Ability to Relocate:
- Chandler, AZ 85225: Relocate before starting work (Required)
Work Location: In person
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