JMAC Lending is seeking an Account Manager to play a crucial role in customer retention by ensuring brokers and lenders are satisfied throughout the entire loan lifecycle, from submission to final disposition. In this position, you will maintain a proactive dialogue regarding loan files with Account Executives, Operations, and JMAC's customers.
What You'll Do
- Collaborate with Clients, Sales, and Operations to proactively manage pipeline movement, expedite loans at each milestone, and mediate loan-level challenges.
- Review loan conditions for accuracy to eliminate piecemeal submissions and advocate for expediency by reducing turn times.
- Manage multiple projects by prioritizing seamlessly with strong attention to detail and compliance deadlines.
- Serve as a liaison for Clients, Sales, and internal operations to identify and solve loan-level or process-related issues.
- Work with Sales and Operations leadership to escalate issues, facilitate transparent communication, and provide winning solutions for clients.
- Apply calm, confident problem-solving techniques to resolve issues for internal and external clients, improving processes through customer intimacy and operational excellence.
- Establish and promote constructive feedback from clients to help Account Executives and Sales Leadership identify sales opportunities or process efficiencies.
- Provide disciplined follow-up and guidance to our Sales Team and Clients.
- Build strong interpersonal relationships with the Production Team, Operational Associates, and Clients to create a collaborative environment, maintain high morale, and foster retention.
What We're Looking For
- A minimum of 2 years of relevant experience in mortgage processing and/or Account Management.
- Possess an Undergraduate Degree or equivalent professional experience.
- Outstanding oral and written communication abilities, particularly in conveying business concepts and demonstrating business value.
- Solid understanding of industry guidelines and policies.
- Adept with technological solutions, including but not limited to LOS, Pricing Engines, and Underwriting Engines.
- Exceptional phone etiquette; capable of delivering messages clearly and fostering quick rapport.
- Innovative problem-solver and decision-maker with a track record of thinking creatively to find the best solutions.
- Detail-oriented, highly responsive, and driven with a robust sense of initiative.
- Skilled at juggling multiple priorities and tasks while maintaining composure under pressure.
- Ability to forge and nurture effective business relationships, both internally and externally.
- Strong problem-solving and conflict resolution skills; a genuine passion for client service is essential.
- Well-organized and accountable for achieving results.
- Resourceful and reliable.
Nice to Have
- Experience with Encompass is a bonus, along with proficiency in MS Word and MS Excel.
Technical Stack
- Encompass
- MS Word
- MS Excel
- LOS
- Pricing Engines
- Underwriting Engines
Team & Environment
You will collaborate with Clients, Sales, Operations, and Sales/Operations leadership.
Benefits & Compensation
- Compensation: $60k-70k plus bonus
- Comprehensive Health Care Plan (Medical, Dental & Vision)
- Life Insurance Options (Basic, Voluntary & Accidental Death & Dismemberment)
- Generous Paid Time Off (Including Vacation & Holidays)
- Robust Retirement Savings Plan (401k)
- Support for Short Term & Long Term Disability
- Family Leave Benefits
- Access to Wellness Resources
Work Mode
This is a remote position.
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.
