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Role Description

The National Account Executive is responsible for driving new business growth by developing and managing relationships with large national wholesale accounts. This role focuses on expanding market presence through proactive business development, strategic account management, and deep expertise in Plaza Home Mortgage products and underwriting guidelines. The National Account Executive serves as a trusted partner to broker clients, delivering consistent communication, training, and support while ensuring full compliance with all regulatory and company requirements.

• Generate new business through high-volume outbound prospecting, including 50+ daily calls to loan originators nationwide.
• Develop and maintain broker relationships by providing expert guidance on Plaza Home Mortgage products and underwriting guidelines, including Conventional, FHA, and VA programs.
• Manage client activity, communications, and marketing efforts using the Engage CRM system.
• Respond to client inquiries and provide timely loan status updates throughout the loan process.
• Deliver training and informational sessions on company policies, procedures, and regulatory requirements.
• Maintain knowledge of applicable state licensing and compliance requirements.
• Engage with accounts daily through in-person visits, virtual meetings, and phone communications to strengthen relationships and drive production.
• Take applications from wholesale source clients for client approval by Plaza.
• Assist with the creation and distribution of marketing materials to existing and prospective clients.
• Maintain consistent client outreach to solicit new business, loan submissions, and lock-in requests.
• Monitor company’s computer-based register on a daily basis for prompt cancellation of dead files and timely delivery of live files.
• Provide training and conduct informational meetings for the client base.
• Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required.
• Update lock-in file and purge cancellations and expired locks daily.
• Update rate line information and email or fax information to clients at least daily.
• Perform additional duties and responsibilities as assigned.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• 1 year inside sales and mortgage wholesale experience preferred.
• Demonstrated success in loan origination within the mortgage industry; an established, active client base strongly preferred.
• Strong knowledge of wholesale loan origination, underwriting processes, and mortgage industry standards.
• Excellent written, verbal, interpersonal, and presentation skills with a professional demeanor.
• Proven ability to manage time effectively while maintaining a high level of accuracy and attention to detail.
• Strong customer service orientation with exceptional client relationship management skills.
• Analytical aptitude with comfort working with financial data and figures.
• Proficiency in computer systems, including Microsoft Office (Word, Excel, Outlook) and internet-based applications.
• Valid driver’s license, active auto insurance, and a clean driving record required for company-related driving.

Benefits

• Estimated Rate of Pay: $15.50 hourly or the applicable state minimum wage, whichever is higher, in accordance with state and local regulations.
• This position is full-time; non-exempt.
• This position offers eligibility for incentive compensation.
• Plaza offers a competitive benefits package, including medical, dental, vision, life, pet insurance, and 401(k).
• Benefits such as an employee friends and family loan and an employee assistance program that includes a variety of discounted services.