Wholesale Account Executive – National

🕒 Julho 21

🏄 California – Remoto

🏄 California – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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JMAC Lending

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1998

💸 Finanças

🏦 Bancário

Finance • Banking

A JMAC Lending é uma empresa de serviços financeiros especializada em empréstimos no atacado e por correspondentes. Há mais de 27 anos, a JMAC Lending tem apoiado seus clientes na construção de seus negócios e na obtenção de resultados de sucesso com foco em força, estabilidade, conhecimento e confiança. A empresa se posiciona como uma solução abrangente para necessidades de empréstimo, oferecendo processos de fechamento de empréstimos rápidos e eficientes e um excelente atendimento ao cliente. Depoimentos de clientes frequentemente elogiam a JMAC Lending por sua equipe responsiva e transações de empréstimo eficientes e tranquilas.

Descrição

• Call and reactivate a pipeline of deactivated/dormant broker accounts assigned by management, converting them back into active, funding partners. • Meet daily outbound call and contact activity requirements to maintain consistent pipeline coverage and broker engagement. • Log every call, contact, and account update in the CRM daily to keep pipeline data accurate and enable effective follow-up. • Bring and cultivate your own broker relationships, expanding the territory beyond the assigned reactivation list. • Ramp monthly funded volume on a defined growth curve, reaching $5 million in fundings per month by month 6. • Sell the full range of products offered by the company, with a primary focus on growing Non-QM production to reach 50% of total company monthly volume. • Learn, teach, and clearly explain underwriting guidelines and loan program requirements to brokers and their processing staff. • Guide brokers through file submission, status tracking, and issue resolution using the TPO portal. • Partner closely with underwriting, processing, and operations teams to move broker files through the pipeline efficiently. • Review call activity, CRM data, and volume progress against ramp targets in regular check-ins with management. • Stay current on guideline changes, pricing, and competitive positioning to effectively sell programs to brokers.

🎯 Requisitos

• Prior wholesale mortgage account executive experience, with an existing book of broker relationships preferred. • Strong phone-based sales skills and comfort with high-volume, disciplined daily outbound calling. • Working knowledge of CRM systems and TPO portal file submission workflows. • Solid understanding of mortgage underwriting guidelines across the full product suite (agency, Non-QM, and government), with strong Non-QM knowledge and the ability to teach it to others. • A track record of hitting or exceeding funded volume goals in a wholesale or broker-facing role. • Self-motivated, organized, and comfortable being measured against activity metrics and monthly funding targets.

🏖️ Benefícios

• Health Care Plan (Medical, Dental & Vision) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation & Holidays) • Retirement Plan (401k) • Short Term & Long Term Disability • Family Leave • Wellness Resources