Account Management Specialist

Responsibilities

• Responds to internal and external inquiries as outlined in the department’s policies and procedures.
• Solves file issues with the appropriate area, i.e., underwriting, compliance, or other business partners.
• Responds to questions regarding all phases of the Correspondent loan process.
• Provides exceptional customer service to internal and external clients.
• Effectively manages the pipeline for assigned region, ensuring that all daily tasks are completed prior to leaving each day.
• Asks the right questions to identify potential issues for the Correspondent; uses intuition and familiarity with the loan process to provide proactive solutions.
• Provides training and support for file delivery.
• Conducts new client onboarding calls and assists new clients as they begin delivering loans to Plaza Home Mortgage.
• Affords support to other regions and departments, as needed.
• Accompanies the assigned Account Executives (AEs) on client visits, as needed.

Qualifications

• A high school degree or equivalent is required; prior Customer Service/client facing experience is preferred.
• Prior experience in Cooperative loans strongly preferred; Prior experience in Correspondent lending or Secondary Marketing is preferred.
• Working knowledge of all aspects of loan processing and a high school degree or equivalent.
• Excellent oral and written communication skills; exceptional attention to detail with the ability to consistently produce accurate work, the ability to manage time, work within expected turn times, multi-task, and prioritize work in a high paced environment with a heavy volume of transactions.
• Solid commitment to customer and associate service, outstanding interpersonal, problem solving, and analytical skills.
• Must possess the ability to work in both team and individual environments.
• Proficient knowledge of MS Office (Word, Excel, PowerPoint, Teams and Outlook), knowledge of internet browsers, and basic knowledge of Mortgage banking are required.
• Working knowledge of loan programs and services, including Conventional, FHA, VA, and USDA loans, as well as an understanding of industry regulations and the specific policies of the lending institution.
• Must be able to use independent judgment skills to make quick decisions within written policy and standard operating procedures and have the ability to monitor and oversee loan production pipelines.

Work Environment

• This is a remote position.
• The hours for this role are 8:00 AM-4:30 PM ET; the candidate will be required to work within these hours, regardless of location.

Compensation And Benefits

• Estimated Rate of Pay: $25.00/hr
• This position is full-time; non-exempt.
• 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.
• In addition, Plaza offers a competitive benefits package; including medical/dental/vision, paid time off and holidays, 401(k), life and pet insurance.
• Plaza also offers additional benefits such as Accident, Hospital, and Critical Illness insurance, and Flexible spending accounts along with a variety of discounted services.
• Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.