Mortgage Wholesale AE- Inside (Arizona)

About the role

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.

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
• Cold calling potential clients 30–50 calls per day
• Tracking contacts in the company’s CRM
• Build relationships with current and new mortgage brokers
• Maintain sales contact, pipeline, and other pertinent sales activity reports
• Train 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

• Competitive compensation plan with salary
• 401k, medical, dental, and vision
• Leadership at your fingertips

Schedule

Monday to Friday

Supplemental Pay

Commission and Bonuses paid every pay period