Correspondent Sales Assistant

Correspondent 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. The Correspondent Sales Assistant supports the Regional Vice President (RVP) and the sales team to drive sales growth, strengthen client relationships, and ensure seamless operations. This role requires adaptability, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.

This role is full-time; exempt. This position is within our Correspondent Sales department and reports to Correspondent Sales leadership.

Job Responsibilities and Duties:

• Serve as a liaison among Sales, Operations, Secondary, Risk, Compliance, Marketing, Accounting, and Correspondent Approval teams to foster effective communication.
• Collaborate with RVPs and Account Executives (AEs) to achieve sales goals and address client needs.
• Manage the RVP's calendar, including scheduling meetings and coordinating events with clients and at industry conferences.
• Act as the main support for AEs, proactively communicating about deadlines and deliverables.
• Prioritize urgent requests from RVPs/SVPs, ensuring timely completion of tasks.
• Be the primary contact for clients when AEs are unavailable.
• Provide client support via email, phone, and virtual platforms, addressing inquiries about products, pricing, and processes.
• Organize and schedule welcome calls, training sessions, and joint client meetings.
• Oversee onboarding for new clients, ensuring accurate CRM updates and documentation.
• Assist with loan sales and act as a liaison between clients and the secondary desk.
• Research and organize prospect/client data to support business development.
• Track and follow up with training attendees, providing relevant materials.
• Participate in weekly strategy and planning meetings with AEs and RVPs.
• Develop and maintain reports, protocols, and documentation to improve efficiency.
• Build and manage Excel-based databases and forecasting tools to monitor performance goals.
• Prepare meeting materials, agendas, and marketing collateral for client meetings.
• Attend client meetings and participate in calls as needed, including occasional travel.
• Support social media efforts by sharing company and industry content.
• Perform other duties as assigned.

Qualifications:

• High school diploma or GED required; college degree preferred At least two years of recent experience in mortgage banking; sales experience is a plus.
• Excellent written and verbal communication skills with strong attention to detail.
• Proven ability to multitask and prioritize in a high-volume environment.
• Strong customer service orientation and commitment to supporting stakeholders.
• Effective interpersonal, problem-solving, and collaboration skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Sound judgment and timely decision-making in line with company policies.
• Valid driver's license, active auto insurance, and clean driving record required for company-related travel.

Work Environment: This is a remote position Mon-Fri 8am-5pm PT with possible flexibility.

Compensation and Benefits:

$60,000 annually . This position offers eligibility for incentive compensation.

This position is full-time; 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, paid time off and holidays, 401(k), life and pet insurance. Plaza also offers additional benefits such as an employee friends and family loan and an employee assistance program that includes a variety of discounted services.

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.