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.

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.

Business Development Representative

Key skills