Job Details

Loan Assistant

Mortgage Loan Assistant  San Diego, CA  Posted: 8/10/2020
Job Description

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Job Category:

Loan Assistant

Position Type:



Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has a full-time opportunity for a Mortgage Loan Assistant in San Diego, California with our Southwest Wholesale Channel.
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.
Our ideal candidate should be hardworking and maintain high levels of professionalism and ethics.
This position will provide administrative support to the San Diego Wholesale Branch. We are looking for candidates who may be new to the mortgage industry and are looking for an opportunity to learn and contribute to our Southwest Wholesale Channel.
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. Assist the San Diego Wholesale Branch departments with administrative tasks.
  2. Data Entry
  3. Shadow Denver Wholesale associates to learn about the positions and departments.
  4. Take Mortgage training courses within Plaza University to better learn the industry.
  5. Other duties as assigned.

Job Requirements:

  • High school diploma or equivalent required; College degree preferred
  • Excellent written, verbal, and interpersonal communication
  • Ability to effectively interact with all company personnel
  • Exceptional attention to detail
  • Ability to manage time and prioritize work
  • Solid commitment to customer service and outstanding client relation skills
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers
  • Ability to work in both a team and individual environment
  • Client Focus
  • Interactive Communication
  • Analytical Thinking
  • Accountability
  • Adaptability
  • Continuous Learning
Plaza offers a great work environment. 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.


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