Account Executive

Nexera Holdings

$80K — $95K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in mortgage lending
  • 3+ years of sales experience in mortgage
  • High proficiency in CRM and web-based tools
  • Deep understanding of the wholesale vertical landscape
  • Familiarity with agency, FHA, VA, and non-conforming guidelines
  • Bachelor's degree or equivalent experience

Responsibilities

  • Build and manage a national account base with value partnerships
  • Utilize dashboard data to analyze business trends
  • Collaborate with internal support to enhance account relationships
  • Stay updated on industry trends to meet customer needs
  • Develop a database targeting key performance metrics
  • Maintain knowledge of regulatory standards and requirements

Benefits

  • Competitive compensation plan
  • 401k with company match
  • Comprehensive medical, dental, and vision plans
  • Access to experienced leadership for guidance
Full Job Description
Job Type

Full-time

Description

Mortgage Wholesale Account Executive

Location: Remote - Region based

The Opportunity

Newfi has successfully built the foundation and is expanding our national sales team. We are looking for a limited number of outside Wholesale Account Executives to expand our geographic reach and build a business with a leadership team that has a proven track record of growing wholesale channels. You will leverage an existing database of qualified prospects and approved accounts.

Key Responsibilities
  • Build and manage a national account base that values a partnership with Newfi Wholesale
  • Utilize daily dashboard data to determine your business trends and course correct when necessary
  • Partner with internal support team to deliver optimal service levels and foster account relationships
  • Maintain current knowledge of industry trends to anticipate and proactively meet customer needs
  • 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

Requirements
  • Minimum 3 years in the mortgage lending industry
  • Minimum 3 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
  • Bachelors degree or work equivalent

Benefits
  • Competitive comp plan with salary.
  • 401k and full medical, dental, vision.
  • Leadership at your fingertips.

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.

#LI-REMOTE

Similar Jobs

More Jobs at Nexera Holdings

More Finance & Insurance Jobs

Find similar Account Executive jobs: