Job Details

Sales Support

Inside Account Exeuctive  Jacksonville, FL  Posted: 2/5/2020
Job Description

Job ID#:


Job Category:

Sales Support

Position Type:



Plaza Home Mortgage, Inc., a national wholesale and correspondent mortgage company headquartered in San Diego, California, has a full-time opportunity for an Inside Account Executive with our Jacksonville, Florida Office!
Plaza Home Mortgage, Inc. is a proven national leader dedicated to Wholesale and Correspondent lending. Since 2000, we’ve built our business on relationships and our deep understanding of the needs of the TPO community. We are in the top ten mortgage wholesale lenders in Southern California. Plaza offers a full range of agency, non-agency, FHA/VA/USDA, renovation, and reverse mortgage programs through our Wholesale and National Correspondent channels, and maintains a number of regional loan operations centers in major U.S. markets. We conduct business and are licensed in all fifty states.
The Inside 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. Inside 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.
  1. Add value to the broker client base through thorough knowledge of Plaza’s products and underwriting guidelines – which includes Conventional, FHA & VA.
  2. Answer client questions and respond to loan status inquiries during processing.
  3. Provide training of company policies and procedures, as well as current regulatory requirements.
  4. Maintain familiarity with the applicable state licensing requirements.
  5. Take application from wholesale source clients for client approval by Plaza.
  6. Answer client questions and respond to loan status inquiries during processing.
  7. Assist in the development of new marketing materials and distribute materials to existing and prospective client base.
  8. Gather clients' applicable financials, resumes, licenses, and contract documentation for submission to senior management.
  9. Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins.
  10. Monitor company’s computer-based register on a daily basis for prompt cancellation of dead files and timely delivery of live files.
  11. Provide training and conduct informational meetings for the client base.
  12. Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required.
  13. Update lock-in file and purge cancellations and expired locks daily.
  14. Update rate line information and fax information to clients at least daily.

Job Requirements:

  • High school diploma or equivalent required; College degree desired
  • At least 2 years of recent experience in the mortgage banking industry
  • Working knowledge of mortgage business such as loan processing and mortgage industry standards
  • Strong customer service experience with excellent client relations skills
  • Exceptional phone etiquette
  • Outstanding problem-solving skills
  • Ability to work in both a team and individual environment
  • 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
  • Proficiency in computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers
  • Achievement Orientation
  • Initiative
  • Client Focus
  • Relationship Building
  • Adaptability
  • Self Confidence
Plaza offers a great work environment. Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment. Plaza offers a comprehensive benefits package, including medical/dental/vision coverage, paid time off, holidays, volunteer time off, 401(k) with foundation match, and flexible work environment.
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.


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