National Wholesale Account Manager

1 week ago


Houston, Texas, United States Newfi Full time
About the Role

Newfi is expanding its national sales team and seeking a limited number of outside Wholesale Account Executives to expand its geographic reach and build a business with a leadership team that has a proven track record of growing wholesale channels.

Key Responsibilities:
  • Build and manage a national account base that values a partnership with Newfi Wholesale, fostering long-term relationships and driving business growth.
  • Utilize daily dashboard data to determine business trends, make informed decisions, and optimize sales strategies.
  • Partner with internal support teams to deliver exceptional service levels, ensuring customer satisfaction and loyalty.
  • Maintain current knowledge of industry trends, anticipating and meeting customer needs to stay ahead of the competition.
  • Develop an account database that meets key metrics such as pull-through, product mix, and loan quality, driving business performance and growth.
  • Maintain familiarity with regulatory and industry standards and requirements, ensuring compliance and best practices.
Requirements:
  • Minimum 1 year of experience in the mortgage lending industry, with a strong understanding of wholesale channels.
  • Minimum 1 year of mortgage sales experience, with a proven track record of success.
  • High comfort level with web-based tools, including a CRM, and ability to leverage technology to drive sales performance.
  • Proven knowledge of the competitive landscape in the wholesale vertical, with a deep understanding of market trends and customer needs.
  • Familiarity with agency, non-conforming, FHA, and VA guidelines, ensuring compliance and expertise in mortgage lending.
  • Bachelor's degree or equivalent work experience, with a strong foundation in business and finance.
About Newfi Lending

Newfi Lending is an Equal Opportunity Employer, committed to diversity and inclusion. We value the diverse cultures, perspectives, skills, and experiences within our workforce, and strive to create a welcoming and inclusive environment for all employees.

Benefits:
  • Competitive compensation package, including salary and bonus incentives.
  • 401k and full medical, dental, and vision benefits, ensuring comprehensive coverage and security.


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