CRA Mortgage Originator
M&T BankSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Mortgage, FinanceIndustries
Requirements
- 2+ years as a sales assistant
- Bachelor’s degree in Sales or Finance preferred
- Experience in the Mortgage Industry
- Ability to handle and meet deadlines in a fast-paced environment
- Multitasking abilities
- Proficiency with computer systems, including MS Office (Word, Excel, Outlook)
- Strong organizational skills
- Product knowledge
- Ability to quickly learn and utilize company systems
Responsibilities
- Maintain accurate lists of Loan Officers (LOs), ensuring logins, engagement in Engage, and regular marketing announcements
- Communicate login information to new LOs and provide tutorials/assistance
- Track new LOs, utilize templates to ensure proper setup, and train LOs and processors on Plaza systems
- Conduct weekly and monthly outreach to LOs based on their business volume
- Schedule meetings for Senior Account Executives with top-producing LOs
- Update Engage with details of conversations and voicemails
- Monitor pipeline/lock expiration requests as directed by Senior AE/RVP
- Follow up on Reverse Pre-Qual pipeline activity
- Communicate relevant information to RVP and AE for strategic planning
- Provide coverage for Senior AE when out of office
- Assist Senior AE with other tasks as needed
- Support Senior Account Executives in growing broker relationships and increasing volume (significant volume of outbound calls up to 50 per day, responding to inquiries via email and phone)
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Sales Assistant position?
The salary range is $17 - $26 per hour.
Is this Sales Assistant role remote?
The position is primarily remote but may require occasional travel.
What skills are required for the Sales Assistant role?
Required skills include experience in the Mortgage Industry, ability to handle and meet deadlines in a fast-paced environment, multitasking abilities, and proficiency with computer systems including MS Office (Word, Excel, Outlook).
What is the company culture like at Plaza Home Mortgage?
Plaza Home Mortgage is committed to preventing discrimination and providing equal employment opportunity as an EEOC employer.
What experience is needed to be a strong candidate for this Sales Assistant position?
Candidates should have 2+ years as a sales assistant, preferably with a Bachelor’s degree in Sales or Finance, along with mortgage industry experience and strong organizational skills.
Plaza Home Mortgage
Mortgage lending and loan servicing solutions
About Plaza Home Mortgage
Plaza Home Mortgage provides a range of mortgage products, including conventional loans, FHA loans, VA loans, and specialized options like home equity and reverse mortgages. They operate through Wholesale lending, partnering with brokers for tailored solutions, and Correspondent lending, assisting banks in managing their loan portfolios. The company generates revenue from origination and servicing fees and has reintroduced the Solutions Non-QM program to serve borrowers outside traditional criteria. Their goal is to enhance client relationships through education and continuous improvement.
San Diego, CaliforniaHeadquarters
2000Year Founded
N/ACompany Stage
Financial ServicesIndustries
501-1,000Employees