JR. Account Executive - East Coast jobs in United States
cer-icon
Apply on Employer Site
company-logo

Newfi Lending · 5 hours ago

JR. Account Executive - East Coast

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
date2+ years exp

Newfi Lending is a financial services company specializing in innovative lending solutions. They are seeking a Junior Account Executive who will perform Account Manager duties while undergoing training for the Account Executive role, focusing on client issue resolution and support.

BankingFinanceFinancial ServicesMortgage

Responsibilities

Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client
Answering all inbound phone calls, e-mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience
Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it
Clarifying the Client’s issue and tracking appropriately within our in-house systems
Simplifying Client issues and providing feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes

Qualification

Mortgage Customer ServiceMicrosoft SuiteProblem-solvingMulti-taskingJudgment callsClient communication

Required

2 years' Mortgage Customer Service experience or service industry experience
Successful track record with Customer Service
Strong ability to remain calm and positive in stressful situations
Resourceful when problem-solving and able to think outside of the box while following the process in place
Ability to multi-task, prioritize, and quickly solve any problems that arise
Know when to escalate an issue and to the appropriate team, strong skills in judgment calls
Ability to simplify and include all details to provide appropriate feedback
Proficient with the entire Microsoft Suite and LOS experience preferred

Preferred

Proficient with the entire Microsoft Suite and LOS experience preferred

Benefits

401k matching with full vesting after 3 years.
Full medical, dental, vision.
Monthly Incentive plan

Company

Newfi Lending

twittertwittertwitter
company-logo
Newfi Lending is reshaping the mortgage experience through a combination of proprietary technology and product innovation.
dateFounded in 2014
location
Emeryville, California, USA
people-size51-200 employees
web-link
https://newfi.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2017-01-26Private Equity

Leadership Team

leader-logo
Michelle Constantine
Co-Founder
linkedin

Recent News

HousingWire.com
Prudent AI debuts non-QM underwriting tool
2025-06-05
EIN Presswire
Prudent AI Launches First Upfront AUS Built for Non-QM Lending
2025-06-04
Business Wire
Dunmor Exhibits Strong Momentum With $150 Million in Funding, EVP of Capital Markets, Arizona and Nevada Licenses, Broker Portal and New Irvine Office
2025-04-08
Company data provided by crunchbase