MANAGEMENT TEAM

James A. Campagna

President, Chief Executive Officer
jim@plazaloans.com

NMLS# 218078

As CEO and founder, Jim champions the company’s mission and values, ensuring satisfied customers, quality loans and opportunities for associates. He has successfully led and developed the company over its ten year-plus history positioning it for responsible, sustainable growth in the coming years.

Jim’s impressive 25-plus year career began in 1987 as a mortgage broker. Over the years Jim has become widely recognized as a diversified real estate professional with experience in finance and mortgage banking, sales and leasing, construction and development and commercial property management, as well as providing expert witness testimony. After his start as a loan originator and just two short years later, Jim founded his own mortgage brokerage in San Jose, California that was recognized by local media as one of Silicon Valley’s fastest growing companies.

In 1995, he merged his company with another sizeable mortgage brokerage and managed the combined entity’s entry into mortgage banking. This successful operation funded more than $1 billion dollars in volume. Later, Jim elected to again own and operate his own platform that evolved into the current Plaza Loans operation.

Jim’s diverse and tenured experience and expertise in real estate and loan origination matters—coupled with a proven history of success as a mortgage banker—benefits the Plaza Loans team, its customers and its referral partners.

Jim grew up in Burlingame, California and attended San Jose State University. He graduated with a degree in Business and Finance. He enjoys friends, family and, most of all, his wife and two children.

He’s also actively involved in the community serving as a Director of the Santa Clara County Sheriff’s Advisory Board – a non-profit organization that supports the Sheriff’s department with equipment purchases to maintain their safety and efficiencies.

Since its inception and for the balance of the decade and beyond, Jim will remain a fixture and serve as a leader in the greater Bay Area real estate lending community guiding Plaza’s ongoing evolution to that of a vibrant and credible mid-size, statewide California mortgage banker.


Yvette Ma

Executive Vice President,
Chief Operating Officer

As Vice President of Operations, Yvette’s primary responsibility is to lead and manage all aspects of Plaza’s mortgage banking operations including Underwriting, Closing, and Capital Markets. She is accountable for maintaining a sustainable process flow of quality, compliant loans from origination through post-closing and building a safe, sound and profitable mortgage portfolio while guiding the Company towards achieving its financial and productivity goals.

Yvette has 20 years of mortgage experience and has been with Plaza for the past 10 years. She is a tireless worker and her high level of efficiency and solid financial systems/processes and loan product knowledge coupled with her understanding of the end-to-end loan process, regulatory compliance and a wide range of software based applications make her a highly valued member of the Plaza Loans Team.

Yvette graduated from Fashion Institute of Design & Merchandising (FDIM) with a major in Business Merchandising. Although she has been working in the Mortgage Industry for the past 2 decades, she still enjoys “buying” in her personal life.


Rob Purnell

Executive Vice President | Lending
rob@plazaloans.com
NMLS# 1095627

As Executive Vice President of Lending Rob is responsible for developing and managing an outstanding team of mortgage professionals and ensuring a world class experience for our clients. Throughout his 25 year career he has built and led a variety of lending and real estate organizations, always challenging the status quo and applying new technologies and processes for superior service delivery. Rob has held senior leadership positions at prominent FinTech and mortgage companies such as SoFi, Sindeo and Guaranteed Rate. He also founded and led the real estate financing and syndication partnership Shepherd Capital, completing over $1B of transactions during his tenure.

Prior to his career in real estate Rob spent 10 years as a Principal in a management-consulting firm, providing strategic advisory services to Fortune 100 companies around the globe. His work encompassed significant business and financial initiatives, including assisting clients with over $500 million of M&A transactions.

A native of Iowa, Rob and his family have been a part of the Bay Area community for over 20 years. He earned his MBA from the Wharton School of Business, and his BS from the University of Michigan. He is fluent in both Spanish and Portuguese.


Rachel M. Campagna

Executive Vice President,
Chief Compliance Officer and General Counsel

As the Executive Vice President Chief Compliance Officer and General Counsel at Plaza Loans, Rachel provides the senior management team with effective advice on company strategy, regulatory compliance, contract review and corporate policy.

With 16 years of experience in the mortgage industry, Rachel joined Plaza Loans in 2001. Rachel has provided general counsel to Plaza Loans since 2009.

Rachel’s professional associations include the State Bar of California (SBN 262961) and the United District Court for Northern California.

Rachel grew up in the Bay Area and attended San Jose State University. She enjoys spending her time with family, coaching youth sports and travel.


Kristen Grant

Vice President, Operations Manager

As Operations Processor, Kristen’s primary responsibilities are to proactively manage the company mortgage loan pipeline, origination flow and processing department in order to make sure loan packages are processed and closed according to established policies and procedures.

Kristen brings over 25 years experience in banking and mortgage to her role at Plaza Loans, and leverages this vast knowledge to serve both her internal partners as well as Plaza Loans customers effectively, professionally and quickly.

Kristen is a Bay Area native who enjoys time with her children and family, as well as the many activities available in her Campbell community.

CONTACT US
1155 Meridian Avenue
Suite 100
San Jose, CA 95125
800.816.5626
info@plazaloans.com
NMLS Branch ID 216565

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Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act NMLS#216565
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