Job Description

JMAC LENDING IS GROWING!

LOCATION: SANTA ANA, CA 

THE OPPORTUNITY:

The Inside Account Executive is responsible for overseeing business relationships with assigned and prospective accounts and exceeding customer expectations to meet monthly production goals.

The ideal candidate should be a customer-centric, energetic, and highly-motivated individual who can thrive in a rapid growth environment. Have the ability to work across different teams and departments to effectively drive successful outcomes for their portfolio of partners. Strong candidates will understand how to build strong relationships, communicate clearly, and prioritize tasks. If this sounds like you, please come and be a part of the JMAC family! 

KEY RESPONSIBILITIES:

• Conducts daily sales calls with prospective customers by introducing the Company, developing a profile, providing a value proposition, and documenting the results within the Company client relationship management tool.
• Manages new broker package process with potential new mortgage lenders by providing broker packet, assisting, as necessary, in answering basic questions and escalating, if needed, to Area Sales Manager and other appropriate Company channels and providing frequent communication with the mortgage lender on the status of their broker packet approval.
• Responsible for training new mortgage lenders to properly submit and structure loans to meet Company loan submission guidelines by answering basic questions and escalating to internal resources, as needed.
• Conducts frequent communication with established accounts by completing a quarterly client profile call with each customer and listening to customers to see where additional opportunities exist for an expansion of business, and documenting the results within the Company client relationship management tool.
• Generates mortgage submissions that are offered by the Company by working with mortgage lenders and matching the appropriate product with their needs.
• Identifies and manages all business opportunities within assigned area by collaborating with marketing, management, and business development support to help gain additional market share.
• Confers with management to set, and achieve, attainable monthly sales goals by maintaining an active pipeline of mortgage lenders and seeks counsel when goal seems unattainable to develop an action plan.
• Acts as a liaison between the Company and the mortgage lender throughout all phases of the loan process by disseminating frequent status reports to ensure a positive relationship with mortgage lenders.
• Proactively identifies and recommends ways to improve business success by actively participating in monthly sales teleconference calls and keeping the Company client relationship management tool up-to-date.
• Acts as a resource to mortgage lenders by being knowledgeable of company products (including website), policies and procedures, underwriting requirements, systems utilization, and general competitor products and offerings.
• Special projects, as assigned.
• Other duties as assigned.
• Based on business needs overtime may be required.

 PROFESSIONAL EXPERIENCE, EDUCATION, AND QUALIFICATIONS: 

• Minimum of 3-5 years' mortgage industry experience; with prior sales 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 relationship experience.

PERKS WITH JMAC LENDING: 

• Competitive compensation reliant on ability & experience.
• Excellent benefits package including multiple health, dental & vision options.
• Company paid life and AD&D Insurance, as well as additional voluntary benefit possibilities.
• 401 with employer contribution
• PTO Plan of 14 days in addition to 9 paid company holidays.
• Game room, and creative fun environment. 
• Starbucks daily, and many more treats.

ABOUT JMAC LENDING: 

JMAC Lending has been in business for more than 20 years. Servicing clients better with our innovative products, exceptional service, support and our dedication to helping our partners grow our business.  The core of our culture and business approach is to go BEYOND CURRENT market options to be the go-to lender of choice for our clients. Our associates hold distinguished credentials and participate in continuing education, to ensure knowledge is carefully balanced with experience. Our company was built on our adherence to the highest ethical standards, while efficiently and carefully executing the delivery of product pricing for wholesale and correspondent lending for our clients.

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 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.