Wholesale Account Executive

🕒 July 8

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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JMAC Lending

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

💸 Finance

🏦 Banking

Finance • Banking

JMAC Lending is a financial services company specializing in wholesale and correspondent lending. For over 27 years, JMAC Lending has supported clients in building their businesses and achieving successful outcomes with a focus on strength, stability, knowledge, and confidence. The company positions itself as a comprehensive solution for lending needs, offering quick and efficient loan closing processes and outstanding customer service. Client testimonials frequently praise JMAC Lending for its responsive team and efficient, smooth loan transactions.

📋 Description

• Maintains sales contact, pipeline and other pertinent sales activity reports • Work together with Operations Staff to facilitate loans from Submission to Funding • Actively manages the loan pipeline • Responsible for establishing new business, developing current business relationships and ensuring overall client satisfaction • Obtains approval packages for new clients when needed • Responsible for soliciting business from mortgage entities (Brokers and Non-Delegated Correspondents) in assigned territory • Follow up on potential clients • Provide on-going service support to clients • Communicates and trains clients on JMAC's products, policies and procedures to ensure all loan files are complete and within guidelines • Establishes and maintains an effective territory plan of attack for JMAC clients (Brokers and Non-Delegated Correspondents) and provides a written report of sales call activities to the sales manager • Attend meetings of local and state trade associations as directed by management • Stay abreast of indices, market changes, and underwriting guideline changes in order to discuss the mortgage market in an informed fashion • Other duties as assigned

🎯 Requirements

• 5+ years mortgage industry experience, including Wholesale/Non-Delegated Correspondent Account Executive experience. • Excellent computer skills and working knowledge of MS office products • Ability to communicate effectively both verbally and in writing • Strong Customer service skills • Ability to handle detailed assignments • Ability to organize and prioritize workload and meet deadlines • Existing Broker/Correspondent relationships

🏖️ Benefits

• 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