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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• Originally posted on Himalayas