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PennyMac

Customer Experience Specialist II

PennyMac, St Louis, Missouri, United States

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PENNYMAC

Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day

The Customer Experience Specialist is a skilled customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).

The Customer Experience Specialist will :

Operate in a call center environment as a customer success advocate

Receive inbound calls and make outbound calls to consumers

Receive inbound text messages and facilitate outbound text messages to consumers

Handle more complex products, calls, emails or text / chat sessions

Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers’ mortgage loan inquiries/requests

Effectively manage a pipeline of up to 100 loans

Performing routine data entry and validation tasks

Reviewing and validating loan documents

Handling routine calls, emails and/or chat responses with Pennymac employees, consumers &/or authorized 3rd parties

Monitoring work queues and intervening as needed

Interact with multiple departments to expedite processing and/or issue resolution

Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries

Interact with direct supervisor and other Pennymac departments to resolve customer requests/issues

Must request assistance for escalated and/or more complex issues to department senior associates or supervisors

Meet outlined production and quality standards

Follow established Policy and Procedures

Performing other related duties as required and assigned

Demonstrating behaviors which are aligned with the organization’s desired culture and values

What You’ll Bring

A minimum of 24 months of mortgage processing experience preferably with direct customer contact in a call center environment is required

Bilingual Spanish is a plus

Must be a team player with strong attention to detail and able to work independently

Capable communicator, written and oral

Strong negotiation skills with ability to effectively resolve problems

Proven track record at delivering timely and accurate information in a fast-paced environment

Excellent critical thinking, problem solving, mathematical skills and sound judgment

Effective time management skills to deliver work on time

Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)

Why You Should Join

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.

Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

Comprehensive Medical, Dental, and Vision

Paid Time Off Programs including vacation, holidays, illness, and parental leave

Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)

Retirement benefits, life insurance, 401k match, and tuition reimbursement

Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

To learn more about our benefits visit: https://pennymacnews.page.link/benefits

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

Lower in range - Building skills and experience in the role

Mid-range - Experience and skills align with proficiency in the role

Higher in range - Experience and skills add value above typical requirements of the role

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.

Salary

$40,000 - $60,000

Work Model

OFFICE