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Plaza Home Mortgage, Inc. · 3 weeks ago

Client Service Representative

United States

Full-time

Remote

New Grad, Entry Level

$25/hr - $33.17/hr

Plaza Home Mortgage, Inc. is a privately owned, full-service national lender dedicated to building quality, long-term relationships with its clients. The Client Service Representative is responsible for managing loan pipelines, providing client support, and assisting Account Executives and operational staff to ensure loans are cleared-to-close within expected turn-times.

Financial ServicesInsuranceMortgageReal Estate

Responsibilities

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 the 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 (i.e. Broker Portal etc.)

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

Request ICD if broker doesn’t request

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

Assists 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 in expected turn-times

Other duties as assigned

Qualification

Loan Origination SystemsMortgage banking knowledgeTime managementCommunication skillsOrganizational skillsMulti-taskingHigh school diplomaMS Office proficiencyProblem-solving skillsAttention to detailTeamworkFlexibility