Wholesale Account Executive

Key Responsibilities

• Maintains sales contact, pipeline and other pertinent sales activity reports
• Works 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
• Follows up on potential clients
• Provides 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
• Attends meetings of local and state trade associations as directed by management
• Stays 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 year experience as Account Executive inside or outside sales in Wholesale lending channel
  • Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
  • Minimum of 5 years mortgage industry experience
  • Excellent computer skills and working knowledge of MS office products
  • Able to communicate effectively both verbally and in writing
  • Strong Customer service skills
  • Able to handle detailed assignments
  • Able to organize and prioritize workload and meet deadlines

  Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation & Holidays)
  • Retail Plan (401k)
  • Short Term & Long Term Disability
  • Family Leave
  • Wellness Resources