JMAC Lending

Wholesale Account Executive, West Coast

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of mortgage industry experience, particularly with Wholesale/Non-Delegated Correspondents.
  • Proficiency in MS Office and strong computer skills.
  • Exceptional verbal and written communication abilities.
  • Strong customer service orientation and relationship management.
  • Capable of organizing, prioritizing, and managing workload effectively.
  • Existing relationships with Brokers and Correspondents are highly advantageous.

Responsibilities

  • Maintain sales contact and manage a detailed sales pipeline.
  • Collaborate with Operations Staff to streamline loan processing.
  • Actively oversee and manage the loan pipeline throughout its lifecycle.
  • Develop new business and nurture existing client relationships for satisfaction.
  • Gather and process approval packages for new clients as required.
  • Solicit new business from mortgage brokers and correspondent entities in designated areas.
  • Conduct follow-ups on potential clients and ongoing business opportunities.
  • Provide continuous service support and training on JMAC’s products and procedures.
  • Create a strategic plan for territory management and report activities to the sales manager.
  • Attend trade association meetings to represent the company and network.

Benefits

  • Comprehensive Health Care Plan (Medical, Dental & Vision).
  • Life Insurance options including Basic and Voluntary.
  • Generous Paid Time Off for vacations and holidays.
  • 401k Retirement Plan with company contributions.
  • Support for Short Term and Long Term Disability claims.
  • Family Leave provisions.
  • Access to Wellness Resources for employee health and well-being.
Full Job Description
The Opportunity:

JMAC Lending is expanding its Mortgage Banking platform and is looking for a Wholesale Account Executive to service both Wholesale and Non-Delegated Correspondent clients to specified accounts and territories. The Account Executive will drive product sales by promoting JMAC's Brand, Loan Products, and Services to Mortgage Brokers, Bankers, and Credit Unions. This individual will foster a strong long-term relationship by creating value as well as provide ongoing training and support based on the evolving needs of the client. If you are looking for a company that values relationships, results, and career development, this is a place for you.

This is a Full-Time/Remote/Exempt opportunity offering competitive commission structures, with the opportunity to earn up to $500k+ in total annual compensation.

Key Responsibilities:
  • 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


DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

About JMAC Lending

JMAC Lending is a mortgage lender that provides a variety of loan products to homebuyers and homeowners. The company offers conventional, FHA, VA, and jumbo loans, as well as refinancing options. JMAC Lending was founded in 2007 and is headquartered in Santa Ana, California.
Learn more about JMAC Lending
Size
500 employees
Industry
Net Income
$10 million
Founded
2007
5 Year Trend
+50%
Revenue
$100 million
NASDAQ

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