Non-Delegated Correspondent Account Executive
New
P
Plaza Home Mortgage, Inc.Residential mortgages
United StatesFull-TimeMiddle
SalaryUSD 17 - 20 / year; Estimated Rate of Pay: $17.00- $20.00. This position offers eligibility for incentive compensation.
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Job Details
- Experience
- Minimum of five years of experience as an Account Executive
- Required Skills
- Microsoft ExcelClient relationship management
Requirements
- Have a minimum of five years of experience as an Account Executive.
- Have significant experience in non-delegated loan production.
- Understand wholesale and correspondent loan origination, underwriting processes and procedures, and applicable mortgage industry standards.
- Demonstrate written, verbal, interpersonal, and presentation skills.
- Interact professionally with branch and company personnel, brokers, and correspondent partners.
- Show attention to detail and the ability to produce accurate work, manage competing priorities, and meet deadlines.
- Bring customer service and client relationship management skills.
- Have analytical and mathematical skills and the ability to work with figures and financial information.
- Be proficient with Microsoft Word, Excel, Outlook, computer systems, and Internet browsers.
- Have a high school diploma or GED equivalent; a college degree is preferred.
- Maintain a valid driver’s license, car insurance, and a clean driving record if driving on company business.
Responsibilities
- Manage onboarding for approved accounts from approval through activation.
- Conduct onboarding calls to introduce clients to Plaza’s processes, resources, and support.
- Coordinate account setup and onboarding with Operations, Client Service, and Closing teams.
- Ensure account users receive BREEZE access and understand applicable processes and procedures.
- Monitor newly approved accounts through their first submission and funding.
- Develop and implement 30-, 60-, and 90-day production plans.
- Identify stalled or inactive accounts and implement re-engagement strategies.
- Serve as the primary point of contact for low-to-mid producing accounts.
- Conduct quarterly business reviews and educate clients on Plaza’s products, fulfillment services, and niche program offerings.
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