Newfi Lending · 8 hours ago
Business Development Rep
Newfi Lending is a rapidly growing wholesale mortgage lender specializing in Non-QM and other lending products. 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.
BankingFinanceFinancial ServicesMortgage
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
Qualification
Required
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
401(k) matching with full vesting after 3 years of employment.
Medical, dental, and vision coverage.
Industry-leading technology and tools to support your success.
A collaborative work environment with leadership available at your fingertips.
Company
Newfi Lending
Newfi Lending is reshaping the mortgage experience through a combination of proprietary technology and product innovation.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Warburg Pincus
2017-01-26Private Equity
Recent News
HousingWire.com
2025-06-05
2025-06-04
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