Mortgage Account Executive
Company: Plaza Home Mortgage
Location: Seattle
Posted on: May 16, 2022
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Job Description:
Plaza Home Mortgage, Inc., a national wholesale mortgage company
headquartered in San Diego, California, has a full-time opportunity
for a remote Account Executive for our Wholesale Division
Branches.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.PRIMARY
PURPOSE OF JOB AND CONTRIBUTION TO ORGANIZATION: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.ESSENTIAL TASKS AND RESPONSIBILITIES: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.QUALIFICATIONS:Please put your personal email address & phone
# on the resume you submit.Applicants without previous and recent
wholesale mortgage AE experience will not be considered.High school
diploma or equivalent required; College degree desiredMinimum of
five years of experience in loan origination with a track record of
success in the mortgage industryCurrent producing client base is
strongly desiredMust possess solid understanding of wholesale loan
origination, underwriting processes and procedures, and mortgage
industry standardsExcellent written, verbal and interpersonal
communication skills essential along with strong presentation
skillsProfessional demeanor to effectively interact with all branch
and company personnel as well as brokersStrong attention to detail
with ability to efficiently and consistently produce accurate work
and manage timeSolid commitment to customer service with excellent
client relations skillsAnalytical ability with an aptitude for
figures necessaryProficiency in computer systems including MS
Office (Word, Excel, and Outlook) and Internet BrowsersAccount
Executives who will be driving on company business will be required
to maintain a valid driver s license, car insurance, and a clean
driving recordCORE COMPETENCIES:Achievement
OrientationInitiativeClient FocusRelationship
BuildingAdaptabilitySelf ConfidencePlaza 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.
Keywords: Plaza Home Mortgage, Seattle , Mortgage Account Executive, Other , Seattle, Washington
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