Business Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Actively engage with prospects in Newfi’s CRM/database to present our wholesale lending platform and its offerings.

• Assess leads and assist them through the broker approval process, ensuring a seamless and positive onboarding experience.

• Consistently transform prospects into approved clients and smoothly transition them to the Account Executive (AE) team.

• Develop and sustain a robust pipeline of new broker partners.

• Monitor activities and progress within the CRM, supplying regular updates on prospect status and conversion metrics.

• Foster growth in the total number of loan officers who are actively submitting and closing loans with Newfi.

• Collaborate with sales and marketing teams on targeted outreach campaigns and strategies to enhance engagement.

• Collect feedback from prospects and clients to guide product development and sales strategies.

• Remain informed about industry trends and competitor offerings to establish Newfi as a leading wholesale lender.

⛳️ Requirements

• 1–3 years of experience in sales or business development (preferably in mortgage, fintech, or B2B sales).

• Strong communication abilities and skills in relationship building.

• Highly organized, detail-oriented, and self-driven.

• Proficient in using CRM tools to manage leads and monitor activity.

• Goal-oriented, with a strong desire to exceed performance targets.

• Excellent communicator and mentor; possesses discernment in knowing when to inspect versus empower.

• Experienced with CRM and enablement tools (such as Salesforce or equivalent), call recording analytics, and basic BI dashboards.

🏝️ Benefits

• Competitive compensation plan including salary.

• 401k plan and comprehensive medical, dental, and vision coverage.

• Access to leadership resources at your fingertips.