Mortgage Wholesale AE- Inside (Arizona)

Nexera Holdings

$30K — $300K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Recent mortgage experience in wholesale, retail, FDIC, or correspondent lending
  • Self-motivated and organized with a collaborative attitude
  • Excellent interpersonal and client-centric communication skills
  • Entrepreneurial mindset with a focus on personal and company development
  • Proficient written, verbal, and presentation communication
  • Tech-savvy with the ability to use CRM, LOS, and Marketing tools
  • Strong organizational, time management, and self-motivation skills

Responsibilities

  • Make 30-50 cold calls to potential clients daily
  • Track contacts using the company's CRM system
  • Establish and nurture relationships with mortgage brokers
  • Maintain and report on sales activity and pipeline
  • Train brokers on the Newfi lending platform and procedures
  • Ensure loan files meet company guidelines and are complete
  • Serve as the primary resource for brokers' inquiries regarding the mortgage industry
  • Collaborate with operations to maintain and grow a loan pipeline

Benefits

  • Competitive compensation plan
  • 401k and health benefits including medical, dental, and vision
  • Access to leadership and development support
  • Commission and bonuses paid on a regular basis
Full Job Description
Mortgage Wholesale AE- Inside (Arizona)

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.

**On-Site AZ (not remote) - Must be local**

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


Requirements

  • 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:
  • 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


Visit us at www.newfi.com or www.newfiwholesale.com

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.

Salary Description

$30,000-$300,000 per year

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