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Full-Time

Account Executive

Posted on 4/18/2024

Plaza Home Mortgage

Plaza Home Mortgage

Senior

Remote in USA

Category
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Communications
Marketing
Customer Service
Requirements
  • 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
  • Solid understanding of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards
  • Excellent written, verbal and interpersonal communication skills
  • Strong presentation skills
  • Professional demeanor to interact effectively with all branch and company personnel as well as brokers
  • Strong attention to detail
  • Ability to produce accurate work and manage time efficiently
  • Solid commitment to customer service with excellent client relations skills
  • Analytical ability with an aptitude for figures
  • Proficiency in computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers
  • Valid driver's license, car insurance, and a clean driving record for those driving on company business
Responsibilities
  • Comply with all BSA/AML requirements and mandatory changes
  • Add value to the broker client base through thorough knowledge of Plaza's products and underwriting guidelines
  • Answer client questions and respond to loan status inquiries during processing
  • Provide training on company policies, procedures, and current regulatory requirements
  • Maintain familiarity with applicable state licensing requirements
  • Visit accounts daily and work a minimum 40-hour 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 daily to solicit new business and request new loan lock-ins
  • Monitor company's computer-based register daily 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

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

INACTIVE