Wholesale Account Executive – National

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🏄 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

• 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.

🎯 Requirements

• 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.

🏖️ 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