Note: The job is a remote job and is open to candidates in USA. Newfi Wholesale is a rapidly growing wholesale mortgage lender specializing in Non-QM and other innovative lending solutions. They are seeking a Business Development Representative to expand their network of approved broker partners by engaging with prospective clients and guiding them through the approval process.
Responsibilities
- Proactively reach out to prospects in Newfi’s CRM/database to introduce our wholesale lending platform and products
- Qualify leads and guide them through the broker approval process, ensuring a smooth and positive onboarding experience
- Consistently convert prospects into approved clients and hand them off seamlessly to the Account Executive (AE) team
- Build and maintain a steady pipeline of new broker partners
- Track activity and progress in the CRM, providing regular updates on prospect status and conversion metrics
- Drive growth in the total number of loan officers actively submitting and closing loans with Newfi
- Collaborate with the sales and marketing teams on targeted outreach campaigns and strategies to maximize engagement
- Gather feedback from prospects and clients to inform product development and sales strategies
- Stay current on industry trends and competitor offerings to position Newfi as a premier wholesale lender
- Achieving or exceeding monthly and quarterly targets for the number of prospects converted into approved broker accounts
- Driving measurable growth in the total number of loan officers actively submitting and closing loans with Newfi
- Maintaining high conversion rates from initial outreach to account approval
- Meeting or exceeding weekly outreach activity goals (calls, emails, and meetings) to ensure consistent pipeline flow
- Contributing directly to overall funded loan volume growth through effective prospect conversion and activation efforts
Skills
- 1–3 years of sales or business development experience (mortgage, fintech, or B2B sales preferred)
- Strong communication and relationship-building skills
- Highly organized, detail-oriented, and self-motivated
- Experience using CRM tools to manage leads and track activity
- Goal-driven with a passion for exceeding performance targets
- Excellent communicator and coach; high judgment on when to inspect vs. empower
- Hands-on with CRM and enablement tools (e.g., Salesforce or equivalent), call recording analytics, and basic BI dashboards
Benefits
- Competitive comp plan with salary
- 401k and full medical, dental, vision
- Leadership at your fingertips
Company Overview
Newfi Wholesale is a wholesale mortgage lender that provides loan products and technology to help grow businesses and close loans. It was founded in 2014, and is headquartered in Emeryville, California, USA, with a workforce of 51-200 employees. Its website is https://newfiwholesale.com.