Mortgage Account Executive

Newfi11 months ago
San Diego, California, United States
Remote
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

Newfi Lending, founded in 2014 and headquartered in Emeryville, CA, is one of the largest non‐QM lenders in the industry and is owned by Apollo Global Management. We offer innovative lending solutions through proprietary loan programs and common‐sense exceptions. As we expand our national sales team, we are seeking a Wholesale Account Executive who will leverage an existing database of qualified prospects to build and manage key accounts and drive business growth.

Key Responsibilities

  • Build and manage a national account base that values a partnership with Newfi Wholesale.
  • Utilize daily dashboard data to determine business trends and course correct when necessary.
  • Partner with the internal support team to deliver optimal service levels and foster account relationships.
  • Maintain current knowledge of industry trends to proactively meet customer needs.
  • Develop an account database that meets key metrics such as pull-through, product mix, and loan quality.
  • Ensure adherence to regulatory and industry standards and requirements.

Required Qualifications

  • 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 of the competitive landscape in the wholesale vertical.
  • Familiarity with agency, non-conforming, FHA, and VA guidelines.
  • Bachelor's degree or equivalent work experience.
  • Commitment to diversity as Newfi Lending is an Equal Opportunity Employer.

Benefits & Perks

  • Compensation: Competitive comp plan with salary.
  • Benefits: 401k and full medical, dental, vision.
  • Leadership: Leadership at your fingertips.

Required Skills

Communication Skills
Industry Trends Analysis
Account Management
Customer Relationship Management
Competitive Landscape Knowledge
CRM Proficiency
Mortgage Lending
Mortgage Sales
Regulatory Compliance
Loan Qualification