New Penn Financial

  • National Wholesale Account Executive, Inside Sales

    Job ID
  • Overview



    Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products).  New Penn is licensed in 48 states plus the District of Columbia.   



    The National Wholesale Account Executive will build strong national customer relationships and increase sales volume with existing, approved mortgage brokers as well as new clients with a national territory.  The main focus will be on client satisfaction and retention that will result in increased closed loan production via quality sales calls and pipeline management.

    • Provide superior customer service to our clients
    • Maintain and develop mutually beneficial broker and banker relationships
    • Meet individual & team monthly sales goals
    • Perform review of loans originated by third parties for general guidelines and identify outstanding items or questions that could cause closing delays. 
    • Discuss conditions as dictated by UW and internal policy, and ensure client/client manager understands what is required. 
    • Maintain daily workflow prioritization, and communicate accordingly, to ensure all urgent matters are dealt with, and purchase transactions do not carry beyond target close date.
    • Resolve problems and questions with underwriting department and secondary marketing department.
    • Stay informed of developing trends in the mortgage industry
    • Maintain compliance with the New Penn Financial Code of Conduct        
    • This position is remote                                                                                                                                



    • Wholesale Mortgage Sales experience is required 
    • College degree or equivalent work experience
    • A solid understanding of the mortgage origination process
    • Demonstrated ability to quickly connect with people in an outgoing, friendly manner
    • Proven persuasive, selling & communication skills
    • Proven success in a fast-paced environment
    • Must be detail-oriented and demonstrate careful decision-making skills
    • Ability to work independently


    New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.


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