[Hiring] Non-Delegated Correspondent Account Executive @Plaza Home Mortgage, Inc.

Role Description

The Non-Delegated Correspondent Account Executive is responsible for driving account activation, production growth, and long-term partner engagement across Plaza's Non-Delegated Correspondent channel. The role serves as a key liaison between Sales, Operations, Underwriting, and Closing to ensure newly approved correspondents are successfully onboarded and positioned for sustainable production growth. This individual will develop and execute strategies to:

• Increase partner utilization of Plaza's programs and fulfillment services
• Strengthen customer relationships
• Identify growth opportunities within existing accounts
• Deliver actionable feedback to support ongoing channel expansion and operational enhancements

Job Duties

• New Account Activation
  • Manage the onboarding process for all approved accounts, from approval through activation.
  • Conduct onboarding calls to introduce clients to Plaza's processes, resources, and available support.
  • Coordinate account setup and onboarding activities with Operations, Client Service, and Closing teams.
  • Ensure account users receive appropriate access to BREEZE and understand applicable processes and procedures.
• Production Development
  • Monitor newly approved accounts through their first submission and funding.
  • Develop and implement 30-, 60-, and 90-day production plans to support account growth and engagement.
  • Identify stalled or inactive accounts and implement targeted re-engagement strategies to encourage production.
• Relationship Management
  • Serve as the primary point of contact for low-to-mid producing accounts.
  • Conduct quarterly business reviews.
  • Educate clients on Plaza's products, fulfillment services, and niche program offerings.
• Other duties as assigned.

Qualifications

• Minimum of five years of experience as an Account Executive, with significant experience in non-delegated loan production.
• Strong understanding of wholesale and correspondent loan origination, underwriting processes and procedures, and applicable mortgage industry standards.
• Excellent written, verbal, interpersonal, and presentation skills.
• Professional demeanor with the ability to effectively interact with branch and company personnel, brokers, and correspondent partners.
• Strong attention to detail with the ability to consistently produce accurate work, manage competing priorities, and meet deadlines.
• Strong commitment to customer service with excellent client relationship management skills.
• Strong analytical and mathematical skills with the ability to work effectively with figures and financial information.
• Proficiency with computer systems and Microsoft Office applications, including Word, Excel, and Outlook, as well as Internet browsers.
• Plaza associates who will be driving on company business will be required to maintain a valid driver’s license, car insurance, and a clean driving record.
• High school diploma or GED equivalent, college degree preferred.

Compensation and Benefits

• Estimated Rate of Pay: $17.00- $20.00
• This position offers eligibility for incentive compensation.
• This position is full-time; non-exempt.
• The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
• In addition, Plaza offers a competitive benefits package; including medical, dental, vision, life, pet insurance and 401(k).
• Additional benefits such as Accident, Hospital, and Critical Illness insurance, and Flexible spending accounts along with a variety of discounted services.