Nexera, LLC

Business Development Representative

Nexera, LLC

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Junior

About the role

  • 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.

Requirements

  • 1–3 years of sales or business development experience (mortgage, fintech, or B2B sales preferred)
  • Strong communication and relationship-building skills
  • Highly organized, detail-oriented, and self-motivated
  • Experience using CRM tools to manage leads and track activity
  • Goal-driven with a passion for exceeding performance targets
  • Excellent communicator and coach; high judgment on when to inspect vs. empower.
  • Hands-on with CRM and enablement tools (e.g., Salesforce or equivalent), call recording analytics, and basic BI dashboards.
Benefits
  • 401(k) matching with full vesting after 3 years of employment.
  • Medical, dental, and vision coverage.
  • Industry-leading technology and tools to support your success.
  • A collaborative work environment with leadership available at your fingertips.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesbusiness developmentlead qualificationonboardingpipeline managementconversion metricsoutreach campaignsproduct developmentperformance targets
Soft Skills
communicationrelationship-buildingorganizationdetail-orientedself-motivatedgoal-drivencoachingjudgment