Associate Account Executive

Summary

Newfi Lending is a prominent non-QM lender founded in 2014, specializing in innovative lending solutions for borrowers. The Associate Account Executive role is a trainee position aimed at supporting Senior Account Executives and developing new business through existing accounts and prospects.

Responsibilities

• Support existing Senior AE’s already in market
• Actively call on existing Approved Accounts to help develop new business
• Calling on Prospects assigned to Sr AEs in market to get those accounts approved
• 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

Skills

• 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

Qualifications

Must Haves

• 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

Nice to Haves

• Proficient with the entire Microsoft Suite and LOS experience preferred

Benefits

• Competitive compensation package
• 401k matching, fully vested after 3 years of employment.
• Full medical, dental and vision.
• Access to leadership and career growth opportunities.