Mortgage Wholesale AE- Inside (Arizona)

About the role

Newfi Lending is a wholesale lender specializing in products designed 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.

Responsibilities

• Manage, train, coach, recruit, and prospect new broker clients.
• Make 30–50 calls per day to potential clients.
• Track contacts in the company’s CRM.
• Build relationships with current and new mortgage brokers.
• Maintain sales contacts, pipeline, and other pertinent sales activity reports.
• Train brokers on the Newfi Lending platform and products.

Requirements

• Recent mortgage experience in wholesale, retail, FDIC, or correspondent lending.
• Be driven, self-motivated, organized, collaborative, and a team player.
• Demonstrate strong interpersonal skills and client-centric service and communication.
• Be a self-starter with an entrepreneurial spirit and readiness to develop with the company.
• Have excellent written, verbal, and presentation communication skills.
• Be computer and tech savvy, with the ability to use a CRM, LOS, and marketing.
• Have strong organizational, self-motivation, people, and time management skills.

Key facts

• Recent mortgage experience in wholesale, retail, FDIC, or correspondent lending is required.
• The role includes 30–50 calls per day to potential clients.
• The position involves managing, training, recruiting, and prospecting broker clients.