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Correspondent Account Executive in Portland, OR at Plaza Home Mortgage, Inc.

Date Posted: 9/6/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has an opportunity for a full-time Correspondent Account Executive with our National Correspondent Channel.

Plaza Home Mortgage, Inc. was originally founded in December of 2000 to serve the San Diego area mortgage market. Due to our growth and success, we now have branches throughout the United States and we are continuing to grow and expand in anticipation of market demands. Plaza is privately owned and operates as a full-service Mortgage Banker.

Plaza’s mission is to become the premier provider of mortgage loans by developing a distinct, sustainable competitive advantage through superior execution of a business philosophy that combines knowledge, technology, and service. Plaza Home Mortgage, Inc. is dedicated to building long-term relationships with both customers and employees through quality training, and excellent customer support.

Our ideal candidate should be outgoing, hardworking and maintain high levels of professionalism and ethics.

The Correspondent Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new clients to the Correspondent manager. This position is also responsible for maintaining existing relationships with correspondent client production sources.
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.
  1. Manage the Pacific Northwest region of Correspondent Clients.
  2. Perform proactive and consultative sales calls to grow volume, revenue, and overall market share.
  3. Discuss pricing comparisons and other competitive intelligence with clients.
  4. Perform cold calls to add new clients.
  5. Manage overall relationship with correspondent clients.
  6. Thoroughly train clients on Plaza’s website so as to help clients manage their own pipelines.
  7. Add value to the client base through thorough knowledge of Plaza’s products and underwriting guidelines.
  8. Daily/Weekly/Quarterly interactions with operations team in order to help facilitate a best in class client experience.
  9. Provide training of company policies and procedures, as well as current regulatory requirements.
  10. Maintain familiarity with the applicable state licensing requirements.
  11. Commitment to visit accounts monthly and quarterly while working a minimum 40 hour work week.
  12. Take applications from correspondent source clients.
  13. Assist in the development of new marketing materials and distribute materials to existing and prospective client base.
  14. Conduct on-site inspections of client’s premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management.
  15. Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins.
  16. Attend National and Regional Mortgage Banking Conferences throughout the year as needed.
  17. Provide training and conduct informational meetings for the client base.
  18. Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required.

Job Requirements

  • This position requires a high school diploma or equivalent with a college degree preferred
  • Five years of experience in Correspondent Lending with a track record of success in the mortgage industry
  • A current producing client base is strongly desired
  • Excellent oral and written communication skills, strong presentation skills, and the ability to effectively interact with all company personnel and clients
  • Exceptional attention to detail and the ability to manage time and prioritize work
  • Analytical skills with an aptitude for figures
  • Strong commitment to customer service with excellent client relations skills
  • Intermediate knowledge of computer systems including MS Office (Word, Excel, and Outlook).
  • Candidate must possess a solid understanding of correspondent lending, underwriting processes and procedures, and mortgage industry standards. 
  • All Correspondent Sales 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.

  • Achievement Orientation
  • Adaptability
  • Client Focused
  • Initiative
  • Interactive Communication
  • Organizational Awareness
  • Partnering
  • Relationship Building
  • Results Management
  • Self Confidence
Plaza offers a great work environment. 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.


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