Job Details


Sales Manager  ,   Posted: 5/22/2020
Job Description

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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.
  • Oversees all sales activity and performance within assigned region in collaboration with Regional Regional Vice President.
  • Assist in the review of loan packages if needed to ensure compliance with underwriting standards.
  • Answer Account Executive inquiries regarding policy and procedure
  • Assist in the development of new marketing opportunities
  • Ensure Account Executives are gathering all applicable financials, resumes, licenses, and contract documentation for submission to senior management.
  • Maintain contact with client base as a quality control measure
  • Monitor Account Executive production and business growth
  • Provide training for and conduct informational meetings with Account Executives
  • Maintain familiarity with the applicable state licensing requirements.

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