Reverse Mortgage Sales Assistant

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.

This position is responsible for managing 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. This position has no supervisory responsibilities, and this position reports to Chrystal Harvey, Team Lead Sales Assistant.

Responsibilities and Duties

• Provide client support through email, phone calls and software support.
• Work directly with clients to provide product support.
• Primary contact for Brokers, Correspondents and Account Executives (AEs).
• Engage in verbal and written communication with AEs and Brokers.
• Assist with establishing rate and pricing structure.
• Assist in developing compliant Counseling and Application packages.
• Review of credit reports to help determine borrower’s credit criteria.
• Assist customers with system support.
• Other duties as assigned

Required Skills

• Knowledge of mortgage banking industry or strong aptitude of finance.
• Demonstrated skill in monitoring and overseeing multiple tasks.
• 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.

Education/Experience

• High school diploma or equivalent required; College degree preferred.
• Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and   familiarity with Internet browsers and email functions required

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

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Plaza NMLS 2113

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