Plaza Home Mortgage, Inc. · 9 hours ago
Account Management Specialist
San Diego, CA
Full-time
Hybrid
New Grad, Entry Level
$25/hr - $25/hrPlaza Home Mortgage, Inc. is a privately owned national lender dedicated to offering exceptional customer experiences in the mortgage industry. As the Account Management Specialist, you will provide internal and external support for loan inquiries, manage pipelines, assist with client onboarding, and ensure successful transaction management.
Financial ServicesInsuranceMortgageReal Estate
Responsibilities
Responds to internal and external inquiries as outlined in the department’s policies and procedures
Resolves file issues with the appropriate area, i.e., underwriting, compliance, or other business partners
Responds to questions regarding all phases of the Correspondent loan process. Provides exceptional customer service to internal and external clients
Effectively manages the pipeline for assigned region, ensuring that all daily tasks are completed prior to leaving each day
Asks the right questions to identify potential issues for the Correspondent; uses intuition and familiarity with the loan process to provide proactive solutions
Provides training and support for file delivery
Conducts new client onboarding calls and assists new clients as they begin delivering loans to Plaza Home Mortgage
Assists with additional duties such as assigned reporting and other tasks to support the department
Provides support to other regions and departments, as needed. Accompanies the assigned Account Executives (AEs) on client visits, as needed
Qualification
Required
High school degree or equivalent is required; prior Customer Service/client facing experience is preferred
Working knowledge of all aspects of loan processing and a high school degree or equivalent
Excellent oral and written communication skills; exceptional attention to detail with the ability to consistently produce accurate work, the ability to manage time, work within expected turn times, multi-task, and prioritize work in a high paced environment with a heavy volume of transactions
Solid commitment to customer and associate service, outstanding interpersonal, problem solving, and analytical skills
Must possess the ability to work in both team and individual environments
Proficient knowledge of MS Office (Word, Excel, PowerPoint, Teams and Outlook), knowledge of internet browsers, and basic knowledge of Mortgage banking are required
Working knowledge of loan programs and services, including Conventional, FHA, VA, and USDA loans, as well as an understanding of industry regulations and the specific policies of the lending institution
Must be able to use independent judgment skills to make quick decisions within written policy and standard operating procedures and have the ability to monitor and oversee loan production pipelines
Required to work both remotely and on-site, as determined by the needs of the company; while working remotely, the candidate is expected to have a private designated workspace that is free from distraction and excessive noise
Some travel by car or plane will be required
Preferred
Prior experience in Cooperative loans strongly preferred; Prior experience in Correspondent lending or Secondary Marketing is preferred
Benefits
Medical/dental/vision
Paid time off and holidays
401(k)
Life and pet insurance
Employee friends and family loan
Employee assistance program that includes a variety of discounted services
Company
Plaza Home Mortgage, Inc.
Plaza Home Mortgage, Inc. is a company providing Wholesale Lending, Correspondent Lending, Mini Correspondent, and Reverse Mortgages
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Parra
Co-founder, CEO, and President
James A. Cutri
EVP
Recent News
Mortgage News Daily
2023-12-24
Mortgage Professional America
2023-12-24
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