Associate Account Executive

Associate Account Executive

Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi's story…apply today to join our team!

The Role:

This role is designed to be a trainee position for an Account Executive role. The Associate AE role will require that the Account Manager I duties have been satisfactorily performed.

The main responsibility of an Associate AE is to support existing Senior AE's already in market. This person will actively call on existing Approved Accounts to help develop new business in addition to calling on Prospects assigned to Sr AEs in market to get those accounts approved.

In addition to the Account Manager responsibilities, AE training will also be implemented during the Junior AE's tenure with eventual succession into the Account Executive role (upon management discretion).

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.

Requirements

• 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

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.

Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce.