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Job Details

Broker Correspondent Approval

Broker - Correspondent Approval Specialist  San Diego, CA  Posted: 10/21/2019
Job Description

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Broker Correspondent Approval


Plaza Home Mortgage, Inc. has a full-time opportunity for a Broker-Correspondent Approval Specialist in San Diego, California with our Corporate Office.
Plaza Home Mortgage, Inc. is a proven national leader dedicated to Wholesale and Correspondent lending. Since 2000, we’ve built our business on relationships and our deep understanding of the needs of the TPO community. We are in the top ten mortgage wholesale lenders in Southern California. Plaza offers a full range of agency, non-agency, FHA/VA/USDA, renovation, and reverse mortgage programs through our Wholesale and National Correspondent channels, and maintains a number of regional loan operations centers in major U.S. markets. We conduct business and are licensed in all fifty states.
This position is responsible for the approval and maintenance of Plaza Home Mortgage customer accounts, according to Plaza’s criteria and standards, and other applicable state and federal regulations. 
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive.  The associate will be required to perform other job-related tasks/responsibilities requested by the manager.  Job duties may change as required by needs of company.  Must complete all required industry and compliance training as required by Plaza Home Mortgage.
  1. Process broker and correspondent applications and annual recertification.
  2. Understand VA & HUD regulations and apply that understanding to account maintenance.
  3. Maintain account passwords and interact with vendors for password setups.
  4. Understand Plaza’s program (ex. – PULSE, DataTrac) and troubleshoot account-related issues as they arise.
  5. Interact with branch staff, sales staff, and management to keep account approvals current and in good standing.
  6. Interact with Plaza customers, providing the information and service they need to help them do business with Plaza.
  7. Manage broker compensation settings.
  8. Use available tools and evaluate available information to reduce Plaza’s risk.
  9. Keep pace with industry changes and adapt to new policies and procedures ensuring compliance in how Plaza does business.
  10. Develop knowledge of state licensing regulations and requirements.
  11. Other duties as assigned.

Job Requirements:

  • High school diploma or equivalent
  • 1-2 years prior mortgage banking industry or loan processing experience
  • Excellent written, verbal, and interpersonal communication skills
  • Capability of multi-tasking and prioritizing work in fast-paced environment with heavy volume of transactions as well as the ability to meet and handle deadlines
  • Strong attention to detail, and ability to efficiently and consistently produce accurate work
  • Solid commitment to customer and associate service
  • Outstanding problem-solving and independent judgment skills essential to making quick decisions within written policy and standard operating procedures
  • Proven aptitude to work in both a team and individual environment
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers
  • Risk Taking
  • Quality Work
  • Client Focus
  • Analytical Thinking
  • Problem Solving
Plaza offers a great work environment. Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment. Plaza offers a comprehensive benefits package, including medical/dental/vision coverage, paid time off, holidays, volunteer time off, 401(k) with foundation match, and flexible work environment.
Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza’s workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce.
Plaza’s employees are protected by laws designed to protect employees from discrimination on the bases 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. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza’s 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.


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