USA Mortgage Executive and Leadership Team

July, 2026

Leadership Overview

USA Mortgage has 6 executives leading key functions including strategy, finance, operations, and market leadership.

Driven by a commitment to client success, USA Mortgage operates as a full-service home financing solution center, dedicated to providing comprehensive mortgage banking services and fostering sustainable growth within the real estate market.

Leadership Roles at USA Mortgage

  • Chief Executive Officer - Dan Chen
  • Chief Financial Officer - Jason Wheatley
  • Chief Operating Officer - Dani Ploch
  • President - Jen Ben
  • President - George Washington
  • President - Rosi San
  • Dan Chen - Chief Executive Officer

    Dan Chen, the Chief Executive Officer at USA Mortgage, directs the overarching corporate strategy and vision for the St. Louis-based mortgage bank. Chen guides the company's expansion initiatives, ensuring alignment with market opportunities and regulatory landscapes. Overseeing all major business units, the Chief Executive Officer drives operational excellence and fosters a culture of innovation. This leadership role involves setting financial targets and ensuring the long-term viability and growth of USA Mortgage. By championing strategic partnerships and client-centric approaches, Dan Chen solidifies the company's position as a premier home financing solution center.

    Jason Wheatley - Chief Financial Officer

    Jason Wheatley, the Chief Financial Officer at USA Mortgage, manages all fiscal operations and financial planning for the organization. Wheatley oversees budgeting, forecasting, and financial reporting, ensuring robust fiscal health and compliance with industry standards. Directing the treasury functions, the Chief Financial Officer secures capital and manages investment strategies to support company growth. This critical role involves analyzing financial performance, identifying cost-saving opportunities, and mitigating financial risks. By providing strategic financial insights, Jason Wheatley enables informed decision-making across all departments, reinforcing USA Mortgage's stability and capacity for expansion.

    Dani Ploch - Chief Operating Officer

    Dani Ploch, the Chief Operating Officer at USA Mortgage, oversees the day-to-day operational efficiency and service delivery across the company. Ploch directs the streamlining of internal processes, ensuring seamless execution of mortgage origination and closing procedures. Managing the technology infrastructure and operational teams, the Chief Operating Officer enhances service quality and client satisfaction. This position involves implementing best practices to optimize workflow and resource allocation throughout the St. Louis operations. By driving operational improvements, Dani Ploch ensures USA Mortgage consistently delivers exceptional home financing solutions and maintains its competitive edge in the market.
    Dani Ploch

    Jen Ben - President

    Jen Ben, the President at USA Mortgage, spearheads market development and strategic growth initiatives across key regions. Ben focuses on expanding the company's reach and enhancing its service offerings to meet diverse client needs. Leading sales and business development teams, the President cultivates new partnerships and strengthens existing client relationships. This executive role involves identifying emerging market trends and translating them into actionable business strategies. By driving revenue generation and market penetration, Jen Ben ensures USA Mortgage remains a leading provider of comprehensive home financing solutions.

    George Washington - President

    George Washington, the President at USA Mortgage, directs strategic planning and corporate governance to ensure long-term organizational health. Washington focuses on fostering a robust corporate culture and upholding the company's core values across all operations. Overseeing compliance and risk management frameworks, the President safeguards the integrity of USA Mortgage's business practices. This leadership position involves collaborating with executive teams to define strategic objectives and monitor progress towards achieving them. By providing executive oversight, George Washington ensures USA Mortgage operates with the highest standards of professionalism and ethical conduct.

    Rosi San - President

    Rosi San, the President at USA Mortgage, champions client engagement and service excellence throughout the organization. San focuses on enhancing the customer journey and ensuring satisfaction at every touchpoint of the home financing process. Leading customer relations and support functions, the President drives initiatives to build lasting client loyalty. This role involves gathering client feedback to inform service improvements and strategic adjustments. By prioritizing client needs and fostering positive interactions, Rosi San reinforces USA Mortgage's reputation as a trusted and responsive home financing solution center.

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    Frequently Asked Questions Regarding USA Mortgage Top Executives and Leadership Team

    Who leads USA Mortgage?
    USA Mortgage is led by Dan Chen (Chief Executive Officer), along with executives such as Jason Wheatley (Chief Financial Officer) and Dani Ploch (Chief Operating Officer).
    Who is part of USA Mortgage’s executive team?
    The executive team of USA Mortgage includes leaders such as Dan Chen (Chief Executive Officer), Jason Wheatley (Chief Financial Officer), Dani Ploch (Chief Operating Officer) and other senior executives.
    How many executives does USA Mortgage have?
    USA Mortgage has 6 executives leading key business areas.
    What roles are included in USA Mortgage’s leadership team?
    The leadership team of USA Mortgage includes roles such as Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, President, President.