[Remote] Business Development Rep

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