Sales Assistant at Plaza Home Mortgage

United States

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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

MS Excel

MS Word

MS Outlook

Mortgage Industry

Outbound Calling

CRM

Meeting Scheduling

Pipeline Management

Onboarding

Multitasking

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

Benefits

Hybrid Work Options

Risks

Increased competition in Non-QM market could pressure Plaza Home Mortgage's profit margins.

Rising interest rates may decrease refinancing activities, impacting origination fee revenue.

Potential stricter regulations on Non-QM loans pose compliance risks for the company.

Differentiation

Plaza Home Mortgage offers a wide range of loan products, including Non-QM loans.

The company operates through Wholesale and Correspondent lending channels for diverse client needs.

Plaza Home Mortgage emphasizes client education and technology enhancements for competitive advantage.

Upsides

Increased demand for Non-QM loans offers growth opportunities for Plaza Home Mortgage.

Digital mortgage solutions align with borrower preferences, enhancing customer experience.

Expansion of reverse mortgage market provides opportunities to leverage home equity for retirees.

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