Wholesale Account Executive

JMAC Lending; Providence (RI); On-site; USD 70,000 - 90,000; Full time

Job summary

JMAC Lending is seeking a Wholesale Account Executive in Providence, Rhode Island to manage client relationships and drive product sales. This role involves servicing both Wholesale and Non-Delegated Correspondent clients, ensuring client satisfaction through training and support.

The ideal candidate will maintain sales activity reports, manage loan pipelines, and promote JMAC's Brand and services. Join a dynamic company that values relationships and career development.

Qualifications

• Strong sales and negotiation skills.
• Ability to manage a pipeline effectively.
• Excellent client service and relationship management.

Responsibilities

• Maintains sales contact and pipeline reports.
• Works with Operations Staff to facilitate loans.
• Actively manages the loan pipeline and client relationships.
• Communicates and trains clients on JMAC's products.

Skills

Sales skills

Relationship management

Product knowledge

Client service skills

Job description

Wholesale Account Executive 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.

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