The Sales Assistant supports Senior Account Executives by managing data, training, and communication with loan officers to enhance relationships and productivity.
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 Sales Assistant is responsible for assisting the Senior Account Executives with functions around growing broker relationships and volume. Skills include organization, product knowledge, and system training. Must be willing to make up to 50 outbound calls a day while also responding to income requests via email and phone calls. This role is full-time; non-exempt. This position has no supervisory responsibilities, and this position reports to Noah Schuffman, RVP of Sales.
Responsibilities and Duties
- Manage the lists of LO’s to ensure it is up to date and each LO has logins, is in Engage, and is receiving at least Marketing Announcements.
- Communicate login information to each LO with call and follow up email with tutorials and assistance for LO’s new to Breeze.
- Track new LO’s that start with company and use template to make sure they have login and info about Plaza’s products and services.
- Train LO’s and processors on Plaza systems.
- Weekly reach outs to LO’s doing regular business. Monthly reach outs to part-time LO’s (less than 1 loan/mo).
- Schedule meetings for Senior AE with top producing LO’s
- Update Engage with details about each conversation or voicemail.
- Consistent follow up on submission of conditions for approved/suspended loans
- Pipeline/lock expiration management per Senior AE/RVP request
- Follow up on Reverse Pre-Qual pipeline
- Communicate anything learned to RVP and AE that could be helpful for strategy with account.
- Assist with coverage when an AE is out of office.
- Other duties as needed to help Senior AE.
Required Skills and Education
- Experience in the Mortgage Industry
- Capability of handling and meeting deadlines, and prioritizing in fast-paced environment with a heavy volume
- Ability to Multitask
- Bachelor’s degree in Sales; Finance Field
- 2+ years as a sales assistant
- Proficiency with computer systems including MS Office (Word, Excel, and Outlook)
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
Please find our updated Privacy Policy at:
https://www.plazahomemortgage.com/privacypolicy/
Cigna’s Transparency in Coverage link for Plaza’s careers site.
https://www.cigna.com/legal/compliance/machine-readable-files
Plaza NMLS 2113
https://www.nmlsconsumeraccess.org/
Top Skills
MS Office
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