Note: The job is a remote job and is open to candidates in USA. Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering a range of mortgage solutions. The Account Executive is responsible for soliciting new business, maintaining relationships with brokers, and providing training on company policies and regulatory requirements.
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
Skills
- High school diploma or equivalent required
- Proven experience in loan origination with a track record of success in the mortgage industry
- 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
- 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
- College degree preferred
- Current producing client base is strongly desired
Benefits
- Eligibility for incentive compensation
- Medical
- Dental
- Vision
- Life
- Pet insurance
- 401(k)
- Accident insurance
- Hospital insurance
- Critical Illness insurance
- Flexible spending accounts
- A variety of discounted services
Company Overview