Newfi Lending · 2 weeks ago
Mortgage Wholesale AE- Inside (Arizona)
Chandler, AZ
Full-time
Onsite
Mid Level
$30K/yr - $300K/yrNewfi Lending is a wholesale lender based in Emeryville, CA, specializing in innovative lending solutions for borrowers. The Mortgage Wholesale Account Executive is responsible for managing broker clients, including training, coaching, and prospecting new clients to enhance market presence.
BankingFinanceFinancial ServicesMortgage
Hiring Manager
Elise S.
Responsibilities
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 30/60/90 days to ensure understanding of the role along with pricing and phone call roll play. AE must pass overall testing at the end of 90 days to retain employment
Qualification
Required
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
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 30/60/90 days to ensure understanding of the role along with pricing and phone call roll play. AE must pass overall testing at the end of 90 days to retain employment
Benefits
401k, medical, dental, and vision
Competitive compensation plan with salary
Commission and Bonuses paid every pay period
Company
Newfi Lending
Newfi Lending is reshaping the mortgage experience through a combination of proprietary technology and product innovation.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Warburg Pincus
2017-01-26Private Equity
Leadership Team
Michelle Constantine
Co-Founder
Recent News
HousingWire.com
2026-01-23
HousingWire.com
2025-06-05
2025-06-04
Company data provided by crunchbase