Wholesale Account Executive, West Coast
At a glance
Mid-level Account Executive role at JMAC Lending. Remote, United States · full-time · up to $500,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and manage mortgage-broker and correspondent relationships across your assigned West Coast territory
- Move loans from submission through funding by coordinating with operations and actively managing the pipeline
- Generate new business, follow up with prospects, and keep existing clients satisfied
- Train clients on JMAC products, policies, and procedures so files meet lending guidelines
- Track sales activity, maintain territory plans, and discuss market or underwriting changes with clients
What you bring
- At least five years in mortgage, including wholesale or non-delegated correspondent account executive work
- Existing relationships with mortgage brokers or correspondent partners
- Strong working knowledge of Microsoft Office and solid computer skills
- Clear verbal and written communication, customer service ability, and organized deadline management
Who this fits
You’ll fit this role if you’re a relationship-focused mortgage seller who can develop accounts, manage loan details, and support clients remotely. The job is full-time, remote, exempt, and centered on an assigned West Coast territory. You’ll also attend local and state trade association meetings when management directs you.
From the employer
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.
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