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Sales Assistant - REV in San Diego, CA at Plaza Home Mortgage, Inc.

Date Posted: 8/1/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    San Diego, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/1/2018

Job Description


Plaza Home Mortgage, Inc., a National Mortgage Company Headquartered in San Diego, California, has an excellent opportunity for a Sales Assistant position with our Reverse Mortgage branch office, located in San Diego, CA.

 
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. We originate mortgage loans on both a wholesale and correspondent basis.
 

PRIMARY PURPOSE OF JOB AND CONTRIBUTION TO ORGANIZATION:

This position is responsible for handling a variety of complex customer and operational transactions requiring a high degree of flexibility and time management skills.  Assists Brokers with the set up and creation of reverse mortgage loan files.
 
ESSENTIAL TASKS AND RESPONSIBILITIES: 
                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. Provide client support through email, phone calls and software support.
  2. Work directly with clients to provide product support.
  3. Primary contact for Brokers, Correspondents and Account Executives (AEs).
  4. Engage in verbal and written communication with AEs and Brokers.
  5. Assist with establishing rate and pricing structure.
  6. Assist in developing compliant Counseling and Application packages.
  7. Review of credit reports to help determine borrower’s credit criteria.
  8. Assist customers with system support.
  9. Other duties as assigned.
     
    QUALIFICATIONS:

  •   High school diploma or equivalent required; College degree preferred.
  •   Knowledge of mortgage banking industry or strong aptitude of finance.
  •   Demonstrated skill in monitoring and overseeing multiple tasks.
  •   Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and familiarity with Internet browsers and email functions required.
  •   Excellent  written, verbal and interpersonal communication skills.
  •   Strong attention to detail, and ability to efficiently and consistently produce accurate work.
  •   Solid organizational and problem solving skills.
  •   Capability of multi-tasking in fast-paced environment with heavy volume of transactions.
  •   Proven aptitude to work in both a team and individual environment.
  •   Sound judgment skills to make quick decisions within written policy and standard operating procedures is essential.


Job Requirements
QUALIFICATIONS:

  •   High school diploma or equivalent required; College degree preferred.
  •   Knowledge of mortgage banking industry or strong aptitude of finance.
  •   Demonstrated skill in monitoring and overseeing multiple tasks.
  •   Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and familiarity with Internet browsers and email functions required.
  •   Excellent  written, verbal and interpersonal communication skills.
  •   Strong attention to detail, and ability to efficiently and consistently produce accurate work.
  •   Solid organizational and problem solving skills.
  •   Capability of multi-tasking in fast-paced environment with heavy volume of transactions.
  •   Proven aptitude to work in both a team and individual environment.
  •   Sound judgment skills to make quick decisions within written policy and standard operating procedures is essential.
     

     

    CORE COMPETENCIES:

     
  •  Attention to Detail
  •  Business Perspective
  •  Client Focus
  •  Impact and Influence
  •  Interactive Communication
  •  Problem Solving
  •  Self Confidence
  •  Stress Management
  •  Team Work
  •  Work Ethic
  •  Values
     
    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, stooping 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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