批发客户经理，全国
Wholesale Account Executive, National
关于JMAC Lending：
拥有25年以上的经验，JMAC Lending已在行业中树立了领导地位。我们以创新的产品、出色的服务以及对支持合作伙伴业务增长的坚定承诺而自豪。我们的文化围绕超越传统的市场选择，使我们成为客户的首选贷款方。我们的团队拥有出色的资质，并参与持续的教育，以无缝融合知识与经验。建立在最高道德标准的基础上，我们的公司为我们的尊贵客户在批发和转售贷款中提供具有竞争力的产品定价。
机会：
我们正在寻找一位有动力的全国客户经理，通过重新激活一批休眠账户并加入您已有的经纪人关系来扩展经纪地区。这个职位围绕一个明确的6个月成长计划：重新激活、重新参与，并在第6个月将每月资金量提升至500万美元，同时通过CRM和每日电话纪律来支持持续、可重复的增长。您将具备销售我们所提供全套产品的能力，主要专注于增长非合格贷款（Non-QM）产量，使其占公司每月总产量的50%。
这是一个全职/远程/豁免职位，提供具有竞争力的佣金结构，具有无限的收入潜力。
主要职责：
- 联系并重新激活由管理层分配的被停用/休眠的经纪人账户，将其重新转换为活跃的资金合作伙伴。
- 每天完成外拨电话和联系活动要求，以保持稳定的管道覆盖和经纪人参与度。
- 每天在CRM中记录每次通话、联系和账户更新，以保持管道数据准确并支持有效的后续跟进。
- 带入并培养您自己的经纪人关系，将地区扩展到分配的重新激活名单之外。
- 按照定义的增长曲线提升每月资金量，在第6个月达到每月500万美元的资金量。
- 销售公司提供的全部产品，主要专注于增长非合格贷款（Non-QM）产量，以达到公司每月总产量的50%。
- 学习、教授并清晰解释给经纪人及其处理人员的承销指南和贷款项目要求。
- 使用TPO门户指导经纪人进行文件提交、状态跟踪和问题解决。
- 与承销、处理和运营团队紧密合作。
查看英文原文
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:
We're looking for a driven National Account Executive to grow a broker territory by reactivating a book of dormant accounts and layering in your own existing broker relationships. This role is built around a clear 6-month ramp: reactivate, re-engage, and build monthly funded volume to $5 million by month six, with the CRM and daily call discipline to support consistent, repeatable growth. You'll be equipped to sell the full suite of products we offer, with a primary focus on growing Non-QM production to represent 50% of the company's total monthly volume.
This is a Full-Time/Remote/Exempt opportunity offering competitive commission structures, with the unlimited earning potential.
Key Responsibilities:
- Call and reactivate a pipeline of deactivated/dormant broker accounts assigned by management, converting them back into active, funding partners.
- Meet daily outbound call and contact activity requirements to maintain consistent pipeline coverage and broker engagement.
- Log every call, contact, and account update in the CRM daily to keep pipeline data accurate and enable effective follow-up.
- Bring and cultivate your own broker relationships, expanding the territory beyond the assigned reactivation list.
- Ramp monthly funded volume on a defined growth curve, reaching $5 million in fundings per month by month 6.
- Sell the full range of products offered by the company, with a primary focus on growing Non-QM production to reach 50% of total company monthly volume.
- Learn, teach, and clearly explain underwriting guidelines and loan program requirements to brokers and their processing staff.
- Guide brokers through file submission, status tracking, and issue resolution using the TPO portal.
- Partner closely with underwriting, processing, and operations teams to move broker files through the pipeline efficiently.
- Review call activity, CRM data, and volume progress against ramp targets in regular check-ins with management.
- Stay current on guideline changes, pricing, and competitive positioning to effectively sell programs to brokers.
Ramp Expectations:
This role includes a structured 6-month production ramp. Account Executives are expected to progressively increase monthly funded volume from account reactivation and self-sourced business, reaching $5 million in monthly fundings by month 6, supported by consistent daily call activity and CRM discipline. While Account Executives sell across the company's full product suite, the core objective of this role is to drive Non-QM production to 50% of total company monthly volume.
Requirements
- Prior wholesale mortgage account executive experience, with an existing book of broker relationships preferred.
- Strong phone-based sales skills and comfort with high-volume, disciplined daily outbound calling.
- Working knowledge of CRM systems and TPO portal file submission workflows.
- Solid understanding of mortgage underwriting guidelines across the full product suite (agency, Non-QM, and government), with strong Non-QM knowledge and the ability to teach it to others.
- A track record of hitting or exceeding funded volume goals in a wholesale or broker-facing role.
- Self-motivated, organized, and comfortable being measured against activity metrics and monthly funding targets.
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.
Originally posted on Himalayas