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Junior Account Executive

Description

  

Junior Account Executive

On-site position Chandler, AZ office


About Newfi Lending

Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi’s story…apply today to join our team!


The Role:

This role is designed to be a trainee position for an Inside Account Executive role. The Junior AE role will require that the Account Manager duties have been satisfactorily performed.


In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the Inside Account Executive role (upon management discretion).


Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client.


Answering all inbound phone calls, e-mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience.


Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it.


Clarifying the Client’s issue and tracking appropriately within our in-house systems.


Simplifying Client issues and providing feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes.

Requirements

  

Expected Requirements:

  • 2 years’ Mortgage Customer Service experience or service industry experience 
  • Successful track record with Customer Service
  • Strong ability to remain calm and positive in stressful situations
  • Resourceful when problem-solving and able to think outside of the box while following the process in place
  • Ability to multi-task, prioritize, and quickly solve any problems that arise
  • Know when to escalate an issue and to the appropriate team, strong skills in judgment calls
  • Ability to simplify and include all details to provide appropriate feedback
  • Proficient with the entire Microsoft Suite and LOS experience preferred

Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. 


Explore more about us:
www.newfi.com
www.newfiwholesale.com


Disclaimer:The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business. 

Average salary estimate

$47500 / YEARLY (est.)
min
max
$40000K
$55000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Junior Account Executive, Newfi Lending

Are you ready to kickstart your career in the exciting world of finance? Newfi Lending is searching for a passionate Junior Account Executive to join our Chandler, Arizona office! Founded in 2014 and backed by Apollo Global Management, we're proud to be one of the largest non-QM lenders in the industry, providing innovative and flexible lending solutions to our clients. In this trainee position, you'll have the opportunity to develop into an Inside Account Executive role as you learn the ropes. Your main responsibility will be to support our clients by addressing their needs and escalating any issues promptly. Whether answering inbound phone calls, emails, or chats, your friendly demeanor and professionalism will leave a lasting impression on our clients. You'll gain valuable experience in problem-solving and simplifying client issues, contributing directly to our exceptional service standards. With a strong emphasis on teamwork, you will collaborate effectively with various departments to enhance our client service processes. This role requires a background in mortgage customer service or a similar service-oriented industry, so bring your positive attitude, multitasking skills, and attention to detail. If you're ready to be part of an innovative team that values diversity and excellence, we would love to hear from you! Together, let's redefine lending at Newfi Lending.

Frequently Asked Questions (FAQs) for Junior Account Executive Role at Newfi Lending
What are the responsibilities of a Junior Account Executive at Newfi Lending?

As a Junior Account Executive at Newfi Lending, your primary responsibilities will include addressing and understanding client needs, responding to all inbound communications like calls, emails, and chats, and ensuring that clients receive a timely and memorable experience. You will also be tasked with identifying client issues and escalating them to the appropriate team while tracking these interactions in our systems. Through this role, you'll gain invaluable training that prepares you for future responsibilities in the Inside Account Executive position.

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What qualifications are required for the Junior Account Executive position at Newfi Lending?

To qualify for the Junior Account Executive position at Newfi Lending, you should have at least two years of mortgage customer service experience or relevant experience in the service industry. A successful track record in customer service, along with strong judgment skills to know when to escalate an issue, is essential. Also, being proficient with the Microsoft Suite and having experience with Loan Origination Systems (LOS) will be beneficial.

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How does Newfi Lending support the growth of a Junior Account Executive?

At Newfi Lending, we genuinely believe in nurturing talent and supporting professional growth. As a Junior Account Executive, you're not just filling a role; you're on a clear pathway to evolve into an Inside Account Executive position. You'll receive comprehensive training alongside hands-on experience, gaining insights that will help you develop the skills necessary for success in your career journey.

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What is the workplace culture like at Newfi Lending?

Newfi Lending prides itself on fostering a dynamic and inclusive workplace culture. We value diverse perspectives and aim to empower our employees by respecting individual skills and experiences. Our team works collaboratively to provide innovative solutions, ensuring that everyone feels valued and supported. With a focus on both personal and professional development, working here means being part of a community that encourages growth and innovation.

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What standard benefits can Junior Account Executives expect at Newfi Lending?

As a Junior Account Executive at Newfi Lending, you will enjoy a competitive benefits package that includes health and wellness programs, retirement savings plans, and opportunities for continued education and training. Our commitment to employee well-being is reflected in how we support work-life balance and promote a positive work environment.

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Common Interview Questions for Junior Account Executive
What experience do you have in customer service that would make you a good fit for the Junior Account Executive role?

In your answer, highlight specific experiences where you've successfully handled customer inquiries, managed complaints, or improved customer satisfaction. Tailor your response to align with the requirements of the Junior Account Executive position at Newfi Lending, showcasing your communication skills and ability to provide effective solutions.

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How would you handle a difficult client issue as a Junior Account Executive?

Demonstrate your problem-solving skills by illustrating a step-by-step approach. Explain how you would remain calm, listen actively, define the problem clearly, and ensure you escalate the issue appropriately. Emphasizing teamwork at Newfi Lending can show that you understand the importance of collaboration in resolving client issues.

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Why do you want to work at Newfi Lending?

Convey genuine enthusiasm for Newfi Lending’s mission and values. Discuss how the company’s commitment to innovative lending solutions resonates with your professional aims. Mention your interest in being part of a diverse team contributing to the financial well-being of clients and how you envision growing within the company.

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Can you give an example of a time when you had to multitask under pressure?

Share a detailed example where you successfully managed multiple responsibilities simultaneously. Emphasize your organizational skills, ability to prioritize tasks, and how you maintained a positive attitude while achieving your goals. Relating this back to the fast-paced environment at Newfi Lending can strengthen your response.

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How do you prioritize tasks when faced with multiple requests from clients?

Explain your strategy for prioritizing requests based on urgency and impact. Provide an instance where you effectively managed conflicting tasks, and illustrate how your approach ensured that clients received timely and quality service, aligning with Newfi Lending's dedication to exceptional customer support.

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What tools or software are you familiar with that would help you in the Junior Account Executive position?

Discuss your proficiency in relevant tools, particularly the Microsoft Suite and any Loan Origination Systems you’ve used in the past. Highlight your adaptability to learn new tools quickly and your comfort level in managing various software platforms that may be used at Newfi Lending.

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How would you simplify a complex client issue to communicate with your team?

Showcase your ability to distill information by discussing a specific example. Explain how you would break down the issue into manageable parts and convey that information clearly to your team. Illustrate your understanding of the importance of transparency and effective communication at Newfi Lending.

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What does outstanding customer service mean to you?

Articulate your definition of outstanding customer service, emphasizing empathy, responsiveness, and effective problem resolution. Offer insights on how providing a positive client experience aligns with Newfi Lending’s core values and your personal work ethic.

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What challenges do you foresee in the Junior Account Executive role and how would you tackle them?

Identify potential challenges, such as high call volumes or resolving client issues promptly, and propose strategies to manage these effectively. Reference your experience and adaptability to overcome similar challenges in past roles, showcasing your readiness to contribute positively at Newfi Lending.

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How do you handle feedback and criticism?

Express your openness to feedback as an essential part of personal and professional growth. Share examples of how you've received constructive criticism in previous roles and how it helped you improve your service delivery and skills, reflecting the culture of continuous improvement at Newfi Lending.

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Founded in 2014 by industry-leading experts, Newfi Lending is committed to helping borrowers finance their futures across the country. Based out of Emeryville, California, we specialize in finding simple, innovative mortgage solutions to help Amer...

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March 30, 2025

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