Back to Jobs

[Remote] JR. Account Executive

Remote, USA Full-time Posted 2026-06-20

Note: The job is a remote job and is open to candidates in USA. Newfi Lending is a leading non-QM lender founded in 2014, offering innovative lending solutions to borrowers nationwide. The Junior Account Executive role is a trainee position designed to develop skills for future advancement, focusing on client issue resolution and providing exceptional customer service.

Responsibilities

  • 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

Skills

  • 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

Benefits

  • 401k matching with full vesting after 3 years.
  • Full medical, dental, vision.
  • Leadership at your fingertips.

Company Overview

  • Newfi Lending is reshaping the mortgage experience through a combination of proprietary technology and product innovation. It was founded in 2014, and is headquartered in Emeryville, California, USA, with a workforce of 51-200 employees. Its website is https://newfi.com.
  • Apply To This Job

    Similar Jobs