Nexera, LLC

• This role is designed to be a trainee position for an Account Executive role. • The Associate AE role will require that the Account Manager I duties have been satisfactorily performed. • The main responsibility of an Associate AE is to support existing Senior AE’s already in market. • This person will actively call on existing Approved Accounts to help develop new business in addition to calling on Prospects assigned to Sr AEs in market to get those accounts approved. • In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the 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.

• Build and maintain strong, long-term relationships with correspondent lenders • Train and educate partners on Newfi’s programs, processes, and technology • Drive funded loan production, ensuring smooth pipeline management • Act as a trusted advisor and main point of contact for your clients • Monitor loan deliveries, expiring rate locks, and ensure timely closings • Collaborate with internal teams to provide exceptional service and support • Stay informed on industry trends and compliance guidelines

• Partner closely with hiring managers and sales leadership to understand hiring needs, production goals, and ideal candidate profiles. • Manage full-cycle recruiting for mortgage sales roles, including positions within Wholesale, Consumer Direct, and Correspondent channels. • Source and engage top-performing sales talent through LinkedIn, job boards, referrals, networking, and direct outreach. • Conduct candidate screenings and interviews to assess sales experience, production background, relationship-building skills, and overall fit. • Present qualified candidates to hiring leaders with thoughtful recommendations and market insight. • Build and maintain pipelines of passive and active mortgage sales talent for current and future openings. • Deliver a strong candidate experience through clear communication, timely follow-up, and a professional recruiting process. • Track recruiting activity, pipeline progress, and hiring updates within the applicant tracking system. • Partner with leadership on recruiting strategies, talent mapping, and outreach efforts to support business growth.

• Build and manage a national account base that values a partnership with Newfi Wholesale • Utilize daily dashboard data to determine your business trends and course correct when necessary • Partner with internal support team to deliver optimal service levels and foster account relationships • Maintain current knowledge of industry trends to anticipate and proactively meet customer needs • Develop an account database that hits key metrics such as pull-through, product mix and loan quality • Maintain familiarity with regulatory and industry standards and requirements

• Build and manage a national account base that values a partnership with Newfi Wholesale • Utilize daily dashboard data to determine your business trends and course correct when necessary • Partner with internal support team to deliver optimal service levels and foster account relationships • Maintain current knowledge of industry trends to anticipate and proactively meet customer needs • Develop an account database that hits key metrics such as pull-through, product mix and loan quality • Maintain familiarity with regulatory and industry standards and requirements

• Build and manage a national account base that values a partnership with Newfi Wholesale • Utilize daily dashboard data to determine your business trends and course correct when necessary • Partner with internal support team to deliver optimal service levels and foster account relationships • Maintain current knowledge of industry trends to anticipate and proactively meet customer needs • Develop an account database that hits key metrics such as pull-through, product mix and loan quality • Maintain familiarity with regulatory and industry standards and requirements

• 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.

• Build and manage a national account base that values a partnership with Newfi Wholesale. • Utilize daily dashboard data to determine your business trends and course correct when necessary. • Partner with internal support team to deliver optimal service levels and foster account relationships. • Maintain current knowledge of industry trends to anticipate and proactively meet customer needs. • Develop an account database that hits key metrics such as pull-through, product mix and loan quality. • Maintain familiarity with regulatory and industry standards and requirements.

• Collaborate with stakeholders and perform independent research to understand business needs and processes • Facilitate virtual meetings and working sessions with cross-functional teams to elicit, analyze, and document detailed business and functional requirements, user stories, and use cases • Develop comprehensive test plans and test cases, perform quality assurance testing and support business users during UAT to ensure solutions meet all requirements and quality standards • Manage development initiatives from initiation to completion, taking personal responsibility and ownership for requirements and deliverables produced • Coordinate activities across multiple teams and departments to ensure timely delivery and alignment with objectives • Provide training and support to end-users on system functionalities and best practices • Serve as a subject matter expert (SME) to troubleshoot issues and address system-related inquiries.

• Review and respond to deal/scenario questions from Sellers • Review and decision exception requests • Collaborate with the operations management team to identify opportunities for process improvement and increased efficiencies across departments • Other duties as may be assigned