Wholesale Sales Assistant Jobs

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Principal Duties

• Educate and train new and existing clients on the NewRez broker portal, programs, policies and processes
• Answer inquiries related to NewRez loan process and turn times
• Answer inquiries specific to New Penn’s customer facing portals and website
• Answer mortgage broker borrower scenario questions which can include researching product guidelines for Fannie Mae, Freddie Mac, FHA, VA, Jumbos and Non-QM products
• Assist brokers with FHA case transfers
• Manage broker portal Application to Funding
• Support AE’s with management of their email marketing mail lists
• Follows up on Broker Annual Customer Renewals
• Track calls and issues related to the broker loan experience
• Continually promote NewRez to all external customers through email marketing and phone calls
• Run Marketing / Training webinars in conjunction with the Account Executive

Education And Experience Requirements

• Must have one (1) to three (3) years of experience in the mortgage industry
• Bachelor’s degree

Knowledge, Skill and Ability Requirements

• Will need to work independently with minimal supervision
• Basic understanding of CRM and email marketing tools
• Excellent verbal and written communication skills
• Strong familiarity with Conventional program and guidelines including Fannie Mae and Freddie Mac as well as Government like FHA and VA
• Minimum of 3 years of sales, sales support or training experience in the mortgage industry
• Candidate will work in PST time zone
• Basic understanding of MS Excel / Word and WebEx
• Must be detail-oriented and demonstrate careful decision-making skills
• Proven success in a fast-paced environment including on email and phone
• Requires strong organization skills and ability to multi-task

Company Perks

• Employee Engagement Activities
• Casual Workplace
• 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
• 9 Paid Holidays

Company Benefits

• Performance-based Incentives
• Pet Insurance
• Medical (including Health Savings Account & Flexible Savings Account)
• Advancement Opportunities
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

Newrez NOW

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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