Mortgage Wholesale AE- Inside (Arizona)

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. 

**On-Site AZ (not remote)**

AE 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 



AE Duties:

· 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 days to ensure understanding of the role along with pricing and phone call roll play. AE must pass overall testing to retain employment


· Competitive compensation plan with salary

· 401k, medical, dental, and vision

· Leadership at your fingertips



· 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.


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Salary Description
$30,000-$300,000 per year