Job Details

Client Support

Client Service Representative  San Diego, CA  Posted: 8/18/2020
Job Description

Job ID#:


Job Category:

Client Support


Plaza Home Mortgage, Inc., a national wholesale and correspondent mortgage company has a full-time opportunity for Client Service Representatives in San Diego, California.

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 maintains a network of Operations Centers and employs mortgage associates 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.

Our ideal candidate should be hardworking and maintain high levels of professionalism and ethics.

This position is responsible for handling a variety of complex customer and operational transactions.

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. Manage loan pipelines and provide client support to get loans cleared-to-close (CTC) within expected turn-times.
  2. Work directly with clients to provide training and daily support for loan delivery.
  3. Primary contact for Brokers, Correspondents, and Account Executives (AEs).
  4. Engage in verbal and written communication with AEs and Brokers.
  5. Help with the processing of more complex loan approvals.
  6. Assist with rates and lock extensions.
  7. Index and review trailing documents (conditions) for completeness, and update LOS systems accordingly.
  8. Check ID direct to ensure 4506T transcripts are ordered.
  9. Look over conditions to task and assign the file to Junior or Senior Underwriter for condition review.
  10. Request additional items from Brokers at the request of AEs, Underwriters or Closers.
  11. May sign off on non-UTR conditions within Client Service Representative authority.
  12. Handle customer and AE status inquiries.
  13. Run flood certification and update information in the system.
  14. Assist customers with system support (i.e. Broker Portal etc.).
  15. Verify that Fee sheets and Doc Orders are in the file for closing.
  16. Prepare files for doc drawer.
  17. When the file is CTC, run single batch FraudGuard with all updated information.
  18. Other duties as assigned.

Job Requirements:

  • High school diploma or equivalent required; College degree preferred
  • Knowledge of mortgage banking industry
  • Fundamental understanding of loan program products, services, and policies
  • Demonstrated skill in monitoring and overseeing loan production pipeline
  • Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and   Internet browsers
  • 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 essential
  • Flexibility and time management skills
  • Achievement Orientation
  • Initiative
  • Client Focus
  • Decision Making
  • Dependability
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. 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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