Oversees sales activities of Account Executives, ensuring compliance and meeting production goals while maintaining client relationships and developing marketing opportunities.
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.
This position will over-see the production of all the Account Executives assigned in the Northeast, ensuring quality customer service and business knowledge from all Account Executives within their territory, and ensuring monthly production goals are met.
Responsibilities
- Oversees all sales activity and performance within the division incollaboration with the President, National Wholesale Division.
- Assist in the review of loan packages if needed to ensure compliance withunderwriting standards.
- Answer Account Executive inquiries regarding policy and procedure.
- Assist in the development of new marketing opportunities
- Maintain familiarity with the applicable state licensing requirements
- Ensure Account Executives are gathering all applicable financials, resumes, licenses,and contract documentation for submission to the President, National WholesaleDivision.
- Maintain contact with client base as a quality control measure.
- Monitor the Account Executives production and business growth.
- Provide training for and conduct informational meetings with the AccountExecutives.
- Maintain familiarity with the applicable state licensing requirements.
Qualifications
- High school diploma or equivalent required; College degree preferred.
- Minimum of five years of experience in loan origination with a track record of successin the mortgage industry and have the ability to motivate the staff.
- Current producing client base is strongly desired
- Must possess solid understanding of wholesale loan origination, underwritingprocesses and procedures, and mortgage industry standards
- Excellent written, verbal and interpersonal communication skills essential along withstrong presentation skills
- Professional demeanor to effectively interact with all branch and company personnelas well as brokers
- Strong attention to detail with ability to efficiently and consistently produce accuratework and manage time.
- Solid commitment to customer service with excellent client relations skills
- Analytical ability with an aptitude for figures necessary
- Proficiency with computer systems including MS Office (Word, Excel, and Outlook)and Internet Browsers
- Account Executives who will be driving on company business will be required tomaintain a valid driver’s license, car insurance, and a clean driving record
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 discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza's employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.
This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113
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/
Top Skills
Excel
Ms Office (Word
Outlook)
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