Wholesale Account Executive

2 days ago

Santa Ana, California, United States JMAC Lending Full time
Job Title: Wholesale Account Executive

Join JMAC Lending, a leading mortgage banking platform, as a Wholesale Account Executive. In this role, you will be responsible for servicing both Wholesale and Non-Delegated Correspondent clients, driving product sales, and fostering long-term relationships with mortgage brokers, bankers, and credit unions.

Key Responsibilities:
  • Maintain sales contact, pipeline, and other pertinent sales activity reports
  • Collaborate with Operations Staff to facilitate loans from Submission to Funding
  • Actively manage the loan pipeline
  • Establish new business, develop current business relationships, and ensure overall client satisfaction
  • Obtain approval packages for new clients when needed
  • Solicit business from mortgage entities in assigned territory
  • Follow up on potential clients
  • Provide ongoing service support to clients
  • Communicate and train clients on JMAC's products, policies, and procedures to ensure complete and compliant loan files
  • Establish and maintain an effective territory plan of attack for JMAC clients and provide written reports of sales call activities to the sales manager
  • Attend local and state trade association meetings as directed by management
  • Stay informed about indices, market changes, and underwriting guideline changes to discuss the mortgage market effectively
  • Perform other duties as assigned
Requirements:
  • 1 year of experience as an Account Executive in Wholesale lending
  • Prior experience as a Wholesale/Non-Delegated Correspondent Account Executive required
  • Minimum 3 years of mortgage industry experience
  • Excellent computer skills and working knowledge of MS Office products
  • Ability to communicate effectively 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
About JMAC Lending:

JMAC Lending has been a trusted mortgage banking platform for over 20 years, serving clients with innovative products, exceptional service, and support. Our associates hold distinguished credentials and participate in continuing education to ensure knowledge is balanced with experience. We adhere to the highest ethical standards and efficiently execute product pricing for wholesale and correspondent lending.

JMAC Lending is an Equal Employment Employer, committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, religion, sex, sexual orientation, gender identity, or national origin.

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