[Remote] Wholesale Account Executive, West Coast
Note: The job is a remote job and is open to candidates in USA. JMAC Lending is a leader in the mortgage industry with over 25 years of experience, known for its innovative products and outstanding service. They are seeking a Wholesale Account Executive to drive product sales and foster long-term relationships with clients, while providing ongoing training and support tailored to their needs.
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
Skills
- 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
Company Overview