JR. Account Executive

About Newfi Lending

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.

Job Type: Full-time

Job Description:

Junior Account Executive - Remote, specific states of interest:
Oregon

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

Key responsibilities:

• 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 salary.
• 401k matching with full vesting after 3 years.
• Full medical, dental, vision.
• Leadership at your fingertips.

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.