Correspondent Sales & Forecasting Analyst

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 evaluating and quantifying National Correspondent Profitability and making recommendations on how to capture additional market share per client. This individual will work directly with Secondary Marketing, National Correspondent Sales, National Correspondent Operations, and Client Traders to determine appropriate and cost-efficient solutions to maximize profitable win rates. This is an analytical role working with large and complex data sets from multiple sources in a common repository. The Sales and Forecasting Analyst serves as a liaison between the various corporate teams, the business owners of the data sources, and data consumers. This position is highly focused on data structure, definitions, and relationships to ensure a common understanding between all of the stakeholders. This position reports to AVP, Secondary Marketing.

Responsibilities & Duties

• Work directly with various Plaza departments, Correspondent Regional Managers, and Correspondent Sales Executives to provide feedback and suggestions to maximize production volume and improve the bottom line.
• Develop methodologies to improve survey data collection.
• Work closely with the SVP of National Correspondent Sales, EVP of Operations and Secondary Marketing on detailed financial forecasts and “what if” planning tools.
• Create a variety of reports using SQL and Excel to be evaluated and acted up by senior executives in an executive summary format.
• Maintain and monitor client analysis and loan level valuation.
• Work closely with internal team members within National Correspondent to develop Excel-based models to improve productivity and efficiency.
• Other duties may be assigned.

Required Skills

• Bachelor’s degree or equivalent experience
• 1 year minimum analystics experience
• Business Intelligence experience
• Correspondent Mortgage Banking experience and/or knowledge preferable
• Financial analysis tools including, but not limited to MS Excel, MS Access, Visual Basic, Visual Basic for Applications, SQL, Relational Databases
• Interpersonal communication skills
• Ability to articulate complex ideas to management and sales staff

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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