Mortgage Account Executive

Mortgage Account Executive- job post
Plaza Home Mortgage
93 reviews
United States•Temporarily remote

Job details
Job Type
Temporarily remote (COVID-19)
Mortgage Account Executive: 1 year (Preferred)

Pulled from the full job description
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Full Job Description
Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has a full-time opportunity for a remote Mortgage Account Executive for our Wholesale Divisions.

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 maintains a network of Operations Centers and employs mortgage associates 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, development of marketing materials, and recommending the approval of new brokers to the wholesale manager. Account executives also maintain existing relationships with wholesale broker production sources.

Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive. The associate will be required to perform other job-related tasks/responsibilities requested by the manager. Job duties may change as required by needs of company. Must complete all required industry and compliance training as required by Plaza Home Mortgage. * 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 visit accounts daily while working a minimum 40 hour 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 fax information to clients at least daily.

Please put your personal email address & phone # on the resume you submit, as we are not able to send attachments and interview calendar invites to Indeed email addresses.
Applicants without previous and recent wholesale mortgage AE experience will not be considered.
High school diploma or equivalent required; College degree desired
Minimum of five years of 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
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

Achievement Orientation
Client Focus
Relationship Building
Self Confidence
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.’

Work Remotely

Temporarily due to COVID-19
Job Type: Full-time


401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Vision insurance

Monday to Friday

Mortgage Account Executive: 1 year (Preferred)
Work Location: Multiple Locations

Hiring Insights
Hiring 3 candidates for this role

Urgently hiring

Job activity
Employer reviewed job 4 days ago

Posted 30+ days ago

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