Account Executive

About the role

Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide. Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.

Responsibilities

• Add value to the broker client base through thorough knowledge of Plaza’s products and underwriting guidelines – which includes Conventional, FHA & VA.
• Answer client questions and respond to loan status inquiries during processing.
• Provide training on company policies and procedures, as well as current regulatory requirements.
• Maintain familiarity with the applicable state licensing requirements.
• Commitment to communicate and interact with accounts daily (including, but not limited to, physical visits, virtual meetings and phone calls) during a work week.
• Take applications from wholesale source clients for client approval by Plaza.
• Affiliate in the development of new marketing materials and distribute materials to existing and prospective client base.
• Conduct on-site inspections of client’s premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management.
• Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins.
• Monitor company’s computer-based register on a daily basis for prompt cancellation of dead files and timely delivery of live files.
• Provide training and conduct informational meetings for the client base.
• Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required.
• Update lock-in file and purge cancellations and expired locks daily.
• Update rate line information and email or fax information to clients at least daily.
• Utilize the Engage system for marketing distribution, activity scheduling, notes and other functions.

Qualifications

• High school diploma or equivalent required; College degree preferred.
• Proven experience in loan origination with a track record of success in the mortgage industry.
• Current producing client base is strongly desired.
• Must possess solid understanding of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards.
• Excellent written, verbal and interpersonal communication skills essential along with strong presentation skills.
• Professional demeanor to effectively interact with all branch and company personnel as well as brokers.
• Strong attention to detail with ability to efficiently and consistently produce accurate work and manage time.
• Solid commitment to customer service with excellent client relations skills.
• Analytical ability with an aptitude for figures necessary.
• Proficiency in computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers.

Skills

• Knowledge of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards.
• Excellent written, verbal and interpersonal communication skills.
• Strong attention to detail and analytical ability.
• Proficiency in computer systems including MS Office (Word, Excel, and Outlook).

Benefits

Compensation and Benefits:

• Estimated Rate of Pay: $15.50
• This position offers eligibility for incentive compensation.
• This position is full-time; non-exempt.
• The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
• Plaza offers a competitive benefits package; including medical, dental, vision, life, pet insurance and 401(k).
• Plaza also offers additional benefits such as Accident, Hospital, and Critical Illness insurance, and Flexible spending accounts along with a variety of discounted services.
• Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.
• Plaza Home Mortgage, Inc. is an Equal Housing Lender.

Pay

$15.50

Schedule

Full-time; non-exempt

Contact Information

Please find our updated privacy policy at https://www.plazahomemortgage.com/privacypolicy/.
Cigna’s Transparency in Coverage link for Plaza’s careers site: https://www.cigna.com/legal/compliance/machine-readable-files
Plaza NMLS 2113: https://www.nmlsconsumeraccess.org/

Equal Opportunity Employer

Plaza Home Mortgage, Inc. is an Equal Housing Lender and follows all federal, state, and local laws relating to fair employment.