Business Development Representative

Newfi Lending is a rapidly growing wholesale mortgage lender specializing in innovative lending solutions. They are seeking a Business Development Representative to expand their network of 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

Requirements:

• 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