Wholesale Account Executive – National

JMAC Lending

National Account Executive growing a broker territory by reactivating dormant accounts and leveraging existing broker relationships. Focus on Non-QM production for JMAC Lending.

Posted 7/21/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wholesale mortgage account management, with a strong focus on Non-QM production and the ability to effectively teach underwriting guidelines. Proven track record in achieving funding targets and maintaining broker relationships through disciplined sales activities.

Highest-signal resume keywords

Wholesale Mortgage Account Executive ExperienceStrong Phone-Based Sales SkillsKnowledge of CRM SystemsUnderstanding of Mortgage Underwriting GuidelinesTrack Record of Hitting Funded Volume Goals

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Non-QM KnowledgeLoan Program RequirementsFile Submission WorkflowsPipeline ManagementActivity Metrics Tracking

Soft Skills

Self-MotivatedOrganizedEffective Communication

Tools & Technologies

CRM SystemsTPO Portal

Industry Keywords

Broker RelationshipsFunding TargetsOutbound CallingUnderwriting GuidelinesCompetitive Positioning

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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