Wholesale Sales Support Analyst
Jacksonville, FL, FL
Plaza Home Mortgage, Inc., a national wholesale and correspondent mortgage company has full-time opportunities for a Wholesale Sales Support Analyst to join our Jacksonville Wholesale Division Branch!
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 maintains a network of Operations Centers and employs mortgage associates 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.
Our ideal candidate should be hardworking and maintain high levels of professionalism and ethics.
PRIMARY PURPOSE OF JOB AND CONTRIBUTION TO ORGANIZATION:
Work independently as a key person focused on analysis of account levels, pricing, margins and costs. Coordinate business analytics and sales nation-wide.
ESSENTIAL TASKS AND RESPONSIBILITIES:
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive. The associate will be required to perform other job-related tasks/responsibilities requested by the manager. Job duties may change as required by needs of company. Must complete all required industry and compliance training as required by Plaza Home Mortgage.
•Implement a formalized pricing structure.
•Track and manage Account Executive account levels and performance.
•Analyze and resolve internal and external customer concerns based on established procedures.
•Ability to quickly learn Plaza systems to generate reports and review data that is critical in supporting sales. Ability to notice trends and compare aggregate data.
•Understanding of corporate processes, and adherence to established policies and procedures.