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JMAC Lending · 5 months ago

Wholesale Account Executive

Santa Ana, CA

Full-time

Onsite

Mid, Senior Level

5+ years exp

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. The role involves driving product sales, fostering long-term relationships with clients, and providing ongoing training and support based on their needs.

Financial ServicesVenture Capital

Growth Opportunities

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

Qualification

Wholesale lending experienceAccount Executive experienceMortgage industry experienceCustomer service skillsMS Office proficiencyBroker relationshipsEffective communicationOrganizational skills