• 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

• Identify, develop, and close strategic enterprise opportunities across targeted vertical markets through direct selling. • Grow channel revenue by co-selling with national distribution and strategic partners, and by developing new partner relationships. • Own the full sales cycle from prospecting and discovery through proposal, negotiation, contract execution, and expansion, across both direct and partner-sourced deals. • Build relationships with executive decision-makers and with partner sales leadership and field teams. • Develop multi-year automation strategies and business cases that align with customer and partner priorities and financial objectives. • Lead executive business reviews, ROI discussions, and expansion planning activities. • Partner closely with Customer Success, Deployment, Service, Product, Marketing, and Partner teams to ensure successful customer outcomes. • Maintain accurate forecasting, pipeline management, and CRM discipline across both direct and channel opportunities. • Represent SBRA at customer meetings, partner events, industry conferences, and executive briefings. • Travel as required to support customer and partner engagements, demonstrations, pilots, and account development.