Account Executive - Midwest

March 20

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Plaza Home Mortgage, Inc.

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Wholesale Lending • Correspondent Lending • Mini Correspondent • Reverse Mortgages

501 - 1000

Description

• 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. • Add value to the broker client base through thorough knowledge of Plaza's products and underwriting guidelines - which includes Conventional, FHA & VA. • Answer client questions and respond to loan status inquiries during processing. • Provide training on company policies and procedures, as well as current regulatory requirements. • Maintain familiarity with the applicable state licensing requirements. • Commitment to visit accounts daily while working a minimum 40 hour work week. • Take applications from wholesale source clients for client approval by Plaza. • Assist in the development of new marketing materials and distribute materials to existing and prospective client base. • Conduct on-site inspections of client's premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management. • Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins. • 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 fax information to clients at least daily.

Requirements

• 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. • Add value to the broker client base through thorough knowledge of Plaza's products and underwriting guidelines - which includes Conventional, FHA & VA. • Answer client questions and respond to loan status inquiries during processing. • Provide training on company policies and procedures, as well as current regulatory requirements. • Maintain familiarity with the applicable state licensing requirements. • Commitment to visit accounts daily while working a minimum 40-hour work week. • Take applications from wholesale source clients for client approval by Plaza. • Assist in the development of new marketing materials and distribute materials to existing and prospective client base. • Conduct on-site inspections of client's premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management. • Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins. • Monitor company's computer-based register daily 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 fax information to clients at least daily.

Benefits

• High school diploma or equivalent required; College degree desired • Minimum of five years of experience in loan origination with a track record of success in the mortgage industry • Current producing client base is strongly desired • Must possess solid understanding of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards • Excellent  written, verbal and interpersonal communication skills essential along with strong presentation skills • Professional demeanor to effectively interact with all branch and company personnel as well as brokers • Strong attention to detail with ability to efficiently and consistently produce accurate work and manage time • Solid commitment to customer service with excellent client relations skills • Analytical ability with an aptitude for figures necessary • Proficiency in computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers • Account Executives who will be driving on company business will be required to maintain a valid driver's license, car insurance, and a clean driving record