Account Executive

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.

The Account Executive is responsible for the solicitation of new business for the company and recommending the approval of new brokers to the company. Account Executives also maintain existing relationships with wholesale broker production sources.

ESSENTIAL TASKS AND 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.
• Assist 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:

• 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
• Account Executives who will be driving on company business will be required to maintain a valid driver’s license, car insurance, and a clean driving record

This position offers eligibility for incentive compensation.

Plaza offers a competitive benefits package; including medical, dental, vision, life, pet insurance and 401(k). Plaza also offers benefits such as an employee friends and family loan and an employee assistance program that includes 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 committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza's workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza's workforce.

Plaza's employees are protected by laws designed to protect employees from…