Wholesale Account Executive, West Coast

JMAC Lending; Costa Mesa (CA); On-site; USD 300,000 - 500,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Vision

Job summary

JMAC Lending is expanding its Mortgage Banking platform and seeks a Wholesale Account Executive to service Wholesale and Non-Delegated Correspondent clients across assigned territory. You will promote JMAC's brand and loan products to Mortgage Brokers, Bankers, and Credit Unions, building long-term client value through training and support.

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

Qualifications

• 5+ years mortgage industry experience, including Wholesale/Non-Delegated.
• Strong communication and customer service skills.
• Ability to manage detailed assignments and meet deadlines.

Responsibilities

• Maintain sales contact, pipeline and activity reports.
• Coordinate with Operations to move loans from submission to funding.
• Manage the loan pipeline and grow new business in territory.
• Develop relationships with Brokers and Non-Delegated Correspondents.
• Solicit business and provide ongoing client service and training.
• Present and train clients on JMAC products and policies.
• Prepare accurate approval packages for new clients.
• Document sales activities and territory plans for management.
• Attend local/state trade association meetings as directed.
• Stay informed on market indices and underwriting changes.

Skills

Mortgage industry experience

Customer service

Communication skills

Detail-oriented

Broker relationships

MS Office

Tools

MS Office

Job description

About JMAC Lending

With over 25 years of experience, JMAC Lending has established itself as a leader in the industry. We pride ourselves on our innovative products, outstanding service, and unwavering commitment to supporting our partners in growing their businesses. Our culture revolves around surpassing conventional market options, positioning us as the preferred lender for our clients. Our team boasts impressive credentials and participates in ongoing education to blend knowledge with experience seamlessly. Built on a foundation of the highest ethical standards, our company excels in delivering competitive product pricing for wholesale and correspondent lending to our valued clients.

About JMAC Lending

With over 25 years of experience, JMAC Lending has established itself as a leader in the industry. We pride ourselves on our innovative products, outstanding service, and unwavering commitment to supporting our partners in growing their businesses. Our culture revolves around surpassing conventional market options, positioning us as the preferred lender for our clients. Our team boasts impressive credentials and participates in ongoing education to blend knowledge with experience seamlessly. Built on a foundation of the highest ethical standards, our company excels in delivering competitive product pricing for wholesale and correspondent lending to our valued clients.

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

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

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.