Non-Delegated Correspondent Account Executive

• 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 employs a
• network of sales associates to serve its clients 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.

• The Non-Delegated Correspondent Account Executive is responsible for driving
• account activation, production growth, and long-term partner engagement across
• Plaza's Non-Delegated Correspondent channel. The role serves as a key liaison
• between Sales, Operations, Underwriting, and Closing to ensure newly approved
• correspondents are successfully onboarded and positioned for sustainable
• production growth. This individual will develop and execute strategies to
• increase partner utilization of Plaza's programs and fulfillment services,
• strengthen customer relationships, identify growth opportunities within existing
• accounts, and deliver actionable feedback to support ongoing channel expansion
• and operational enhancements.

Job Duties

• New Account Activation
• Manage the onboarding process for all approved accounts, from approval

through activation.

• Conduct onboarding calls to introduce clients to Plaza's processes,

resources, and available support.

• Coordinate account setup and onboarding activities with Operations, Client

Service, and Closing teams.

• Ensure account users receive appropriate access to BREEZE and understand

applicable processes and procedures.

Production Development

• Monitor newly approved accounts through their first submission and funding.
• Develop and implement 30-, 60-, and 90-day production plans to support

account growth and engagement.

• Identify stalled or inactive accounts and implement targeted re-engagement

strategies to encourage production.

Relationship Management

• Serve as the primary point of contact for low-to-mid producing accounts.
• Conduct quarterly business reviews.
• Educate clients on Plaza's products, fulfillment services, and niche program

offerings.

Additional Responsibilities

• Other duties as assigned.

Qualifications

• Minimum of five years of experience as an Account Executive, with significant

experience in non-delegated loan production.

• Strong understanding of wholesale and correspondent loan origination,

• underwriting processes and procedures, and applicable mortgage industry
• standards.

• Excellent written, verbal, interpersonal, and presentation skills.
• Professional demeanor with the ability to effectively interact with branch

and company personnel, brokers, and correspondent partners.

• Strong attention to detail with the ability to consistently produce accurate

work, manage competing priorities, and meet deadlines.

• Strong commitment to customer service with excellent client relationship

management skills.

• Strong analytical and mathematical skills with the ability to work

effectively with figures and financial information.

• Proficiency with computer systems and Microsoft Office applications,

including Word, Excel, and Outlook, as well as Internet browsers.

• Plaza associates who will be driving on company business will be required to

maintain a valid driver’s license, car insurance, and a clean driving record.

• High school diploma or GED equivalent, college degree preferred

Work Environment: This is a remote position.

Compensation and Benefits

Estimated Rate of Pay:

$17.00- $20.00

• This position offers eligibility for incentive compensation. This position is
• full-time; non-exempt.

• The estimated range is the budgeted amount for this position. Final offers are
• based on various factors, including skill set, experience, location,
• qualifications and other job-related reasons.

• In addition, Plaza offers a competitive benefits package; including medical,
• dental, vision, life, pet insurance and 401(k). Plaza also offers additional
• benefits such as Accident, Hospital, and Critical Illness insurance, and
• Flexible spending accounts along with a variety of discounted services.

• 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.

• This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its
• mortgage professional clients and the public and is meant for instructional
• purposes only. None of the information provided is intended to be legal advice
• in any context. Plaza does not guarantee, warrant, ensure or promise that
• information provided is accurate. Terms and conditions of programs and
• guidelines are subject to change at any time without notice. Any unauthorized
• use or distribution of this information is strictly prohibited. This is not a
• commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the
• Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc.
• All other trademarks are the property of their respective owners. All rights
• reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113

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