Mortgage Wholesale Account Executive - Dallas

About the role

Newfi Lending is a non-QM lender founded in 2014, owned by Apollo Global Management. We specialize in innovative lending solutions for self-employed borrowers, real estate investors, and those seeking home equity access through our Wholesale, Correspondent, and Consumer Direct channels.

Key Responsibilities

• Build and manage a national account base that values a partnership with Newfi Wholesale
• Utilize daily dashboard data to determine business trends and course correct when necessary
• Partner with internal support team to deliver optimal service levels and foster account relationships
• Develop an account database that hits key metrics such as pull-through, product mix, and loan quality
• Maintain familiarity with regulatory and industry standards and requirements

Requirements

• Minimum 1 years in the mortgage lending industry
• Minimum 1 years of mortgage sales experience
• High comfort level with web-based tools including a CRM
• Proven knowledge level of competitive landscape in wholesale vertical
• Familiarity with agency, non-conforming, FHA, and VA guidelines
• Bachelor's degree or work equivalent

Benefits

• Competitive compensation plan with salary
• 401(k) matching, fully vested after 3 years
• Full medical, dental, and vision coverage
• Leadership at your fingertips

Pay

Salary is competitive and commensurate with experience.

Schedule

Remote – Region based

Qualifications

Must have a high comfort level with web-based tools including a CRM, proven knowledge of the competitive landscape in the wholesale vertical, familiarity with agency, non-conforming, FHA, and VA guidelines, and a bachelor's degree or equivalent work experience.

Skills

Strong communication and relationship-building skills, ability to manage multiple accounts, and proficiency in CRM software are essential.

Benefits

• Medical, dental, and vision coverage
• 401(k) matching
• Flexible work schedule
• Professional development opportunities

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.