JMAC Lending

Wholesale Account Executive

JMAC Lending

full-time

Posted on:

Location Type: Remote

Location: California • United States

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About the role

  • 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 year experience as Account Executive inside or outside sales in Wholesale lending channel
  • Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
  • Minimum of 5 years mortgage industry 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales activity reportingloan pipeline managementbusiness developmentclient satisfactionapproval package preparationservice supportproduct trainingterritory planningmarket analysisunderwriting guidelines
Soft Skills
effective communicationcustomer serviceorganizational skillsprioritizationdeadline managementrelationship buildingteam collaborationproblem-solvingattention to detailadaptability