ApplyWholesale Account Executive
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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 DevelopmentCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelCustomer serviceOrganizational skillsClient relationship management
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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