Plaza Home Mortgage
Client Service Representative
Plaza Home Mortgage, San Diego, California, United States, 92189
Pay or shift range:
$25 USD to $33.17 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job‑related reasons.
Description 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 handling a variety of complex customer and operational transactions requiring a high degree of flexibility and time management skills. Assists Account Executives (AEs) and operational staff with file flow, priority, and status calls to brokers. Works closely with customers in order to get loans cleared‑to‑close within expected turn‑times.
Responsibilities and Duties
Manage loan pipelines and provide client support to get loans cleared‑to‑close (CTC) within expected turn‑times
Work directly with clients to provide training and daily support for loan delivery
Primary contact for Brokers, Correspondents, and Account Executives (AEs)
Engage in verbal and written communication with AEs and Brokers
Help with processing of more complex loan approvals
Assist with rates and lock extensions
Index and review trailing documents (conditions) for completeness, and update LOS systems accordingly
Ensure 4506T transcripts are ordered as required
Look over conditions to task and assign the file to Junior or Senior Underwriter for condition review
Request additional items from Brokers at the request of AEs, Underwriters or Closers. May sign off on non‑UTR conditions within Client Service Representative authority
Handle customer and AE status inquiries
Run flood certification and update information in the system
Assist customers with system support (e.g., Broker Portal)
Verify that fee sheets and Doc Orders are in the file for closing
Review hazard insurance for correct mortgagee clause, loan #, address, borrower and sufficient coverage
Review all title docs for accuracy, submit for agent approval when needed
Index unfiled documents prior to the loan being CTC
Review documents and conditions submitted electronically and notify appropriate parties
Task file to Underwriter when needed
Update system notes with relevant information or comments about the transaction
Complete checklists or worksheets as required
Send status updates to AEs and customers via email, task, or other communication
Pull daily pipeline report in conjunction with the following activities: monitor aged files, follow‑up on conditions and rate lock expirations
Call Brokers when expiration dates are pending, if asked
Assist Branch Operations with suspended pipeline report to ensure loans do not exceed 30 days without a credit decision
Assign loans that are aged for cancellation or denial
Follow up on suspense conditions
Assist AEs and Operations staff with file flow and priority and status calls to Brokers
Work closely with customers in order to get loans cleared‑to‑close within expected turn‑times
Other duties as assigned
Qualifications
Fundamental understanding of loan program products, services, and policies
Demonstrated skill in monitoring and overseeing loan production pipeline
Excellent written, verbal, and interpersonal communication skills
Strong attention to detail and ability to efficiently and consistently produce accurate work
Solid organizational and problem‑solving skills
Capability of multi‑tasking in fast‑paced environment with heavy volume of transactions
Proven aptitude to work in both a team and individual environment
Sound judgment skills essential to making quick decisions within written policy and standard operating procedures
Flexibility and time management skills
High school diploma or equivalent required; college degree preferred
Knowledge of mortgage banking industry
Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
Compensation and Benefits
Estimated rate of pay: $25.00 – $33.17. This position is full‑time; non‑exempt.
Plaza offers a competitive benefits package, including medical/dental/vision, paid time off and holidays, 401(k), life and pet insurance, an employee friends and family loan, and an employee assistance program with discounted services.
EEO Statement
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. Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce. All employees are protected by laws against discrimination on the basis 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. 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.
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$25 USD to $33.17 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job‑related reasons.
Description 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 handling a variety of complex customer and operational transactions requiring a high degree of flexibility and time management skills. Assists Account Executives (AEs) and operational staff with file flow, priority, and status calls to brokers. Works closely with customers in order to get loans cleared‑to‑close within expected turn‑times.
Responsibilities and Duties
Manage loan pipelines and provide client support to get loans cleared‑to‑close (CTC) within expected turn‑times
Work directly with clients to provide training and daily support for loan delivery
Primary contact for Brokers, Correspondents, and Account Executives (AEs)
Engage in verbal and written communication with AEs and Brokers
Help with processing of more complex loan approvals
Assist with rates and lock extensions
Index and review trailing documents (conditions) for completeness, and update LOS systems accordingly
Ensure 4506T transcripts are ordered as required
Look over conditions to task and assign the file to Junior or Senior Underwriter for condition review
Request additional items from Brokers at the request of AEs, Underwriters or Closers. May sign off on non‑UTR conditions within Client Service Representative authority
Handle customer and AE status inquiries
Run flood certification and update information in the system
Assist customers with system support (e.g., Broker Portal)
Verify that fee sheets and Doc Orders are in the file for closing
Review hazard insurance for correct mortgagee clause, loan #, address, borrower and sufficient coverage
Review all title docs for accuracy, submit for agent approval when needed
Index unfiled documents prior to the loan being CTC
Review documents and conditions submitted electronically and notify appropriate parties
Task file to Underwriter when needed
Update system notes with relevant information or comments about the transaction
Complete checklists or worksheets as required
Send status updates to AEs and customers via email, task, or other communication
Pull daily pipeline report in conjunction with the following activities: monitor aged files, follow‑up on conditions and rate lock expirations
Call Brokers when expiration dates are pending, if asked
Assist Branch Operations with suspended pipeline report to ensure loans do not exceed 30 days without a credit decision
Assign loans that are aged for cancellation or denial
Follow up on suspense conditions
Assist AEs and Operations staff with file flow and priority and status calls to Brokers
Work closely with customers in order to get loans cleared‑to‑close within expected turn‑times
Other duties as assigned
Qualifications
Fundamental understanding of loan program products, services, and policies
Demonstrated skill in monitoring and overseeing loan production pipeline
Excellent written, verbal, and interpersonal communication skills
Strong attention to detail and ability to efficiently and consistently produce accurate work
Solid organizational and problem‑solving skills
Capability of multi‑tasking in fast‑paced environment with heavy volume of transactions
Proven aptitude to work in both a team and individual environment
Sound judgment skills essential to making quick decisions within written policy and standard operating procedures
Flexibility and time management skills
High school diploma or equivalent required; college degree preferred
Knowledge of mortgage banking industry
Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
Compensation and Benefits
Estimated rate of pay: $25.00 – $33.17. This position is full‑time; non‑exempt.
Plaza offers a competitive benefits package, including medical/dental/vision, paid time off and holidays, 401(k), life and pet insurance, an employee friends and family loan, and an employee assistance program with discounted services.
EEO Statement
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. Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce. All employees are protected by laws against discrimination on the basis 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. 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.
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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