Mortgage Wholesale Account Executive

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 seamless account relationships and customer satisfaction.
  • 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 risk management.
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 risk management.
  • 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 workplace that is inclusive and supportive.

Benefits:
  • Competitive compensation package, including salary and bonus structure.
  • 401k and full medical, dental, and vision benefits, ensuring comprehensive support for our employees.


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