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

Date Posted: 1/29/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Job Type:
  • Experience:
    At least 5 year(s)
  • Date Posted:

Job Description


The Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new brokers to the wholesale manager. Maintain existing relationships with wholesale broker 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. Add value to the broker client base through thorough knowledge of Plaza’s products and underwriting guidelines – which includes Conventional, FHA & VA
  2. Assist in the review of loan packages to ensure compliance with underwriting standards
  3. Answer client questions and respond to loan status inquiries during processing
  4. Provide training of company policies and procedures, as well as current regulatory requirements
  5. Maintain familiarity with the applicable state licensing requirements
  6. Commitment to visit accounts daily while working a minimum 40 hour work week
  7. Take application from wholesale source clients
  8. Answer client questions and respond to loan status inquiries during processing
  9. Assist in the development of new marketing materials and distribute materials to existing and prospective client base
  10. Conduct on-site inspections of client¹s premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management
  11. Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins
  12. Monitor company¹s computer based register on a daily basis for prompt cancellation of dead files and timely delivery of live files
  13. Provide training and conduct informational meetings for the client base
  14. Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required
  15. Maintain familiarity with the applicable state licensing requirements
  16. Update lock-in file and purge cancellations and expired locks daily
  17. Update rate line information and fax information to clients at least daily

Job Requirements

  • 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 with 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

  • Achievement Orientation
  • Adaptability
  • Client Focus
  • Initiative
  • Interactive Communication
  • Organization Awareness
  • Partnering
  • Relationship Building
  • Results Management
  • Self Confidence


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