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Plaza Home Mortgage, Inc. · 1 day ago

National Account Executive

United States

Full-time

Remote

Entry Level

$15.50/hr - $15.50/hr

1+ years exp

Plaza Home Mortgage, Inc. is a privately owned, full-service national lender specializing in various residential mortgage solutions. The National Account Executive is responsible for driving new business growth by managing relationships with large national wholesale accounts and providing expert guidance on mortgage products and underwriting guidelines.

Financial ServicesInsuranceMortgageReal Estate

Responsibilities

Generate new business through high-volume outbound prospecting, including 50+ daily calls to loan originators nationwide

Develop and maintain broker relationships by providing expert guidance on Plaza Home Mortgage products and underwriting guidelines, including Conventional, FHA, and VA programs

Manage client activity, communications, and marketing efforts using the Engage CRM system

Respond to client inquiries and provide timely loan status updates throughout the loan process

Deliver training and informational sessions on company policies, procedures, and regulatory requirements

Maintain knowledge of applicable state licensing and compliance requirements

Engage with accounts daily through in-person visits, virtual meetings, and phone communications to strengthen relationships and drive production

Take applications from wholesale source clients for client approval by Plaza

Assist with the creation and distribution of marketing materials to existing and prospective clients

Maintain consistent client outreach to solicit new business, loan submissions, and lock-in requests

Monitor company’s computer-based register on a daily basis 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 email or fax information to clients at least daily

Perform additional duties and responsibilities as assigned

Qualification

Loan originationWholesale mortgage experienceClient relationship managementUnderwriting processesMicrosoft OfficeAnalytical aptitudeCustomer service orientationTime managementPresentation skillsInterpersonal skills