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Sales Associate in San Diego, CA at Plaza Home Mortgage, Inc.

Date Posted: 2/20/2019

Job Snapshot

  • Employee Type:
  • Location:
    San Diego, CA
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:

Job Description

Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has a full-time opportunity for a Sales Associate with our National Correspondent Channel. This is a remote opportunity in the Southern California region.

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 hardworking, outgoing, and maintain high levels of professionalism and ethics.

The Sales Associate is responsible for developing client relationships by demonstrating expertise in all aspects of correspondent lending’s policies and procedures. This position will co-manage the territory with the Regional Sales Manager to maximize regional goals and keep the division economically sound.
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. Successfully develop, manage, and close qualified correspondent business partner leads in the assigned region.
  2. Support client on-boarding efforts as requested.
  3. Network with other industry professionals to develop new client leads.
  4. Utilize the company’s CRM for recording and tracking relevant client information.
  5. Provide assistance to the Regional Sales Mgr. with day-to-day activities in order to maximize sales production levels, including support of business development activities and programs.
  6. Identify client performance improvement opportunities.
  7. Maintain knowledge of products and services, as well as knowledge of the industry. Keeps abreast of current developments and market trends, to further identify and service the clients’ needs.
  8. Utilizes Plaza Home Mortgage training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.
  9. Builds relationships with key decision makers and serves as the internal support liaison and point of contact with correspondent business partners.
  10. Responsible for defining, creating, and managing PHM sales reporting.
New Business Development

Develop Business Referral Network through marketing, cold-calling, prospecting and networking activities.
Professional Development

Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements. Attend and complete all Plaza Home Mortgage required training.

Job Requirements

  • Minimum of three years of residential mortgage lending experience with a focus on generating self-sourced business. Correspondent experience preferred.
  • Lock desk experience a plus.
  • Excellent written and oral communication skills.
  • Exceptional attention to detail with the ability to manage time, multi-task, and prioritize work in a fast-paced fluid environment.
  • Ability to manage several client relationships while meeting production standards.
  • Requires proficient knowledge of Microsoft Office (Excel, Word, and Outlook).

  • Achievement Orientation
  • Adaptability
  • Attention to Detail
  • Partnering
  • Interactive Communication
  • Relationship Building
  • Client Focus
  • Initiative
  • Results Management
  • Teamwork
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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