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Account Manager

About JMAC Lending:

At JMAC Lending, we pride ourselves on over 25 years of dedicated service. Our mission is to provide exceptional support and innovative solutions that empower our partners to thrive. We’re not just about meeting today’s market demands; we aim to be the preferred lender that clients turn to again and again. Our talented team boasts impressive credentials, continuously enhancing their skills through ongoing education, ensuring a perfect blend of knowledge and experience. Built on a foundation of the highest ethical standards, we are committed to delivering competitive product pricing with efficiency and precision for wholesale and correspondent lending.

The Opportunity:

The Account Manager position improves customer retention by ensuring brokers and lenders are satisfied with the loan process from submission to final disposition.  The Account Manager maintains an open dialogue regarding loan files with Account Executives, Operations and JMAC’s customers.

This is a Full-Time/Remote opportunity offering competitive pay ranging from $60,000 to $70,000.

Job Duties & Responsibilities:

  • Collaborate with Clients, Sales & Operations to proactively manage pipeline movement, expedite the loan at every milestone and mediate any challenges at the loan level.
  • Review conditions for accuracy to eliminate piece mail conditions. Work and communicate with client to advocate for expediency in loan process by lessening turn times.
  • Manage multiple500 projects with the ability to prioritize seamlessly, with strong attention to detail and compliance deadlines.
  • Serve as liaison support for Clients, Sales and internal operations groups 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 and confidence based problem-solving techniques to successfully address and resolve issues for both internal/external clients to continuously improve processes and provide a competitive advantage through customer intimacy and operational excellence.
  • Establish and promote constructive feedback from clients and share with Account Executives and Sales Leadership to help them identify sales opportunities or process efficiency ideas.
  • Provide World Class service through highly disciplined follow-up and guidance to our Sales Team and Clients
  • Build strong interpersonal relationships with the Production Team, Operational Associates & Clients to create a collaborative working environment, maintain high morale & foster retention among all parties.
  • 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.
  • Experience with Encompass is a bonus, along with proficiency in MS Word and MS Excel.
  • 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 strong track record of thinking creatively to find the best solutions for all parties involved.
  • 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.
  • 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

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.

Average salary estimate

$65000 / YEARLY (est.)
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$60000K
$70000K

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What You Should Know About Account Manager, JMAC Lending

At JMAC Lending, we are excited to welcome a new Account Manager to our passionate team! With over 25 years in the industry, JMAC Lending is committed to providing exceptional support and innovative solutions that empower our partners to thrive. As an Account Manager, you'll play a crucial role in improving customer retention by ensuring our brokers and lenders are satisfied throughout the loan process. You'll be the glue that holds everything together, communicating openly with Account Executives, Operations, and our valued customers. Your expertise will help streamline the loan process from submission to final disposition. In this full-time remote role, with a competitive salary ranging from $60,000 to $70,000, you will collaborate with clients, sales, and operations to manage the loan pipeline and address any challenges that arise. If you have at least 2 years of relevant experience in mortgage processing or account management, along with a knack for innovative problem-solving and great communication skills, we want to hear from you! At JMAC Lending, we believe in fostering a collaborative work environment and providing world-class service to our clients. Join us as we strive to be the lender that clients return to, time and again!

Frequently Asked Questions (FAQs) for Account Manager Role at JMAC Lending
What are the key responsibilities of an Account Manager at JMAC Lending?

An Account Manager at JMAC Lending is responsible for improving customer retention by ensuring that brokers and lenders are satisfied with the loan process. You will collaborate with clients, sales, and operations teams to manage the loan pipeline proactively, address any challenges, and ensure the accuracy of conditions to expedite the process. Your role also involves establishing strong interpersonal relationships and providing exceptional service throughout the loan lifecycle.

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What qualifications are needed to apply for the Account Manager position at JMAC Lending?

To be considered for the Account Manager role at JMAC Lending, candidates should have a minimum of 2 years of relevant experience in mortgage processing or account management. A bachelor's degree or equivalent professional experience is also required. Outstanding communication skills and proficiency in MS Word and MS Excel are essential, while experience with Encompass is a bonus. A solid understanding of industry guidelines and a client-focused mindset are key components of this position.

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What does the work environment look like for an Account Manager at JMAC Lending?

As an Account Manager at JMAC Lending, you'll be part of a vibrant and collaborative remote work environment. Our team emphasizes open communication and teamwork, allowing you to build strong relationships with clients, sales, and operations teams. We value innovation and creativity, so you'll have the opportunity to contribute your ideas for process improvement and enhanced customer service.

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What benefits does JMAC Lending offer to Account Managers?

JMAC Lending provides a comprehensive benefits package for Account Managers that includes a healthcare plan (medical, dental, and vision), life insurance options, generous paid time off, and a robust 401(k) retirement savings plan. Additionally, you will have access to wellness resources and support for both short-term and long-term disability, as well as family leave benefits.

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How does JMAC Lending ensure a supportive work culture for Account Managers?

At JMAC Lending, we pride ourselves on fostering a supportive and inclusive work culture for all employees. Our commitment to diversity and ethical standards means that every team member is valued and encouraged to contribute to our mission. Ongoing training and development opportunities are provided to ensure that our Account Managers can continuously enhance their skills and expertise.

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Common Interview Questions for Account Manager
What experience do you have in mortgage processing or account management?

When answering this question, detail your previous roles in mortgage processing or account management. Highlight specific tasks you were responsible for, how you managed your client relationships, and the impact your work had on customer satisfaction and retention.

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How do you handle multiple priorities or tasks at once?

Share your strategies for prioritization, such as using organizational tools, setting deadlines, or maintaining open communication with team members. Illustrate your response with examples of past experiences where you successfully juggled multiple responsibilities.

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Can you describe a difficult situation you faced with a client and how you resolved it?

Provide a specific example of a challenging client situation and focus on the steps you took to resolve it. Emphasize your problem-solving and communication skills, as well as the positive outcome that resulted from your efforts.

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What software or tools are you familiar with in relation to lending and account management?

Mention any relevant software you've used, such as Encompass, MS Office Suite, or other loan origination systems. Discuss your proficiency level and any specific features or functions that you utilized to enhance your work efficiency.

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How do you ensure accuracy in your work?

Explain your methods for maintaining accuracy, such as double-checking data, referencing guidelines, or consulting with team members. Provide an example of when attention to detail significantly impacted your project or client experience.

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Describe your approach to building client relationships.

Discuss the importance of establishing trust and open communication. Share examples of how you've built rapport with clients in the past, and explain how it has led to enhanced satisfaction and retention.

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How do you stay informed about industry changes and trends?

Share your methods for staying up-to-date on relevant industry news, such as subscribing to newsletters, attending webinars or workshops, and participating in professional organizations. Highlight how this knowledge has positively impacted your work in the past.

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What strategies do you use for effective problem-solving?

Discuss your problem-solving process, which could include identifying the root cause of an issue, brainstorming solutions, and consulting with stakeholders. Provide an example where you successfully resolved a challenging issue in a previous role.

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How do you ensure effective communication with the Operations and Sales teams?

Detail your strategies for maintaining clear communication with cross-functional teams, such as scheduling regular check-ins, using collaboration tools, or employing transparent reporting methods. Share a scenario that showcases your success in this area.

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Why do you want to work as an Account Manager at JMAC Lending?

Reflect on what excites you about the Account Manager role and JMAC Lending specifically. Discuss your alignment with the company’s values, the opportunity for growth, and how you believe your skills can contribute to the team's success.

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Founded in 1997, JMAC Lending provides services to the wholesale mortgage lending market. It's personalized banking and technology platform allows the company to designate a team that ranges from the underwriter to funder to clients to help them i...

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