Correspondent Sales AssistantPlaza Home Mortgage, Inc. • Saint Paul, Illinois, United States
Correspondent Sales Assistant
Plaza Home Mortgage, Inc.
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
Plaza is dedicated to building quality, long‑term relationships with mortgage brokers and correspondent clients by offering comprehensive programs and an 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 full‑time exempt position reports to Correspondent Sales leadership and requires adaptability, strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment.
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 to achieve sales goals and address client needs.
Manage the RVP’s calendar, scheduling meetings and coordinating events with clients and industry conferences.
Act as the main support for AEs, proactively communicating 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 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 Remote position, Monday‑Friday 8am‑5pm PT with possible flexibility.
Compensation and Benefits Estimated rate of pay: $60,000 annually. Eligibility for incentive compensation.
Benefits include medical, dental and vision coverage; paid time off and holidays; 401(k); life and pet insurance; employee friends and family loan; and employee assistance program.
EEO Statement Plaza Home Mortgage, Inc. is an equal employment opportunity employer and follows all federal, state and local laws relating to fair employment.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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