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Wholesale Account Executive

Posted 2024-09-20

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💎 Seniority level: Executive, Minimum of 3 years mortgage industry experience, 1 year as Account Executive

📍 Location: Santa Ana, California, United States

🔍 Industry: Mortgage Banking

🏢 Company: JMAC Lending👥 101-250Financial ServicesVenture Capital

🗣️ Languages: English

⏳ Experience: Minimum of 3 years mortgage industry experience, 1 year as Account Executive

🪄 Skills: Business DevelopmentBusiness developmentCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelCustomer serviceOrganizational skills

Requirements:
  • 1 year experience as Account Executive inside or outside sales in Wholesale lending channel.
  • Prior Wholesale/Non-Delegated Correspondent Account Executive experience required.
  • Minimum of 3 years mortgage industry 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.
Responsibilities:
  • Maintains sales contact, pipeline and other pertinent sales activity reports.
  • Works 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.
  • Solicits business from mortgage entities in assigned territory.
  • Follows up on potential clients.
  • Provides ongoing service support to clients.
  • Communicates and trains clients on JMAC's products and policies.
  • Establishes and maintains an effective territory plan of attack for JMAC clients.
  • Attends meetings of local and state trade associations as directed by management.
  • Stays abreast of indices, market changes, and underwriting guideline changes.
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Posted 2024-10-24
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