• Work closely with Customer Experience colleagues to identify properties suitable for disposal and maintain accurate decision-making records. • Investigate void properties to confirm eligibility for disposal and ensure required surplus targets can be achieved. • Instruct and liaise with external solicitors and estate agents, ensuring legal compliance and achieving best value. • Gather stock, performance and cost data to support robust decision-making across the Portfolio Options function. • Assist in preparing monthly performance reports for Boards, summarising progress on sales, disposals and appraisals. • Monitor and report team budgets, ensuring financial accuracy and value for money. • Update internal systems with sales progression and completion details to support effective post-sale processes. • Assess Social Housing Grant levels and legal charges as part of pre-disposal due diligence. • Build strong working relationships across Stonewater and with external partners, including local authorities and fibre installation providers. • Support the delivery of the wider Portfolio Options Strategy and key projects within the Homes Strategy.

• Lead Management: Qualify, engage, and convert inbound leads into paying customers. • Sales Process: Conduct product demos, handle objections, and close deals efficiently. • Customer Discovery: Understand customer pain points and recommend tailored solutions. • Pipeline Management: Maintain accurate CRM records, track progress, and forecast revenue. • Collaboration: Work closely with marketing and customer success teams to optimise the inbound sales funnel. • Product Expertise: Stay up-to-date with Wati's offerings and industry trends to provide insightful guidance to prospects.

• Manage the mortgage process from client approval through loan closing. • Discover new sales opportunities through networking and turn them into long-term partnerships. • Create detailed business plans to facilitate the attainment of goals and quotas. • Remain in frequent contact with the clients in your responsibility to understand their needs. • Respond to complaints and resolve issues, aiming at customer contentment and the preservation of the company’s reputation. • Submit call reports to Towne as requested. • Negotiate agreements and keep records of sales and data. • Train additional Account Executives as may be deemed appropriate from time to time by the company.

• 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 to $10M+ monthly, 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