Full-Time Client Service Representative

Plaza Home Mortgage, Inc., a full-service national lender, seeks a Client Service Representative. Founded in 2000, Plaza offers Wholesale, Correspondent, Renovation, and Reverse residential mortgages. The position requires strong customer interaction and operational proficiency.

Responsibilities:

• Manage loan pipelines and provide client support to get loans cleared-to-close (CTC) within expected turn-times.
• Work directly with clients for loan delivery support.
• Serve as primary contact for Brokers, Correspondents, and Account Executives (AEs).
• Handle complex loan approvals, rate & lock extensions, and document review.
• Review and update LOS systems (e.g., Calyx Point, Ellie Mae).
• Order 4506T transcripts as needed.
• Task files to Underwriters for condition review.
• Request additional items from Brokers as needed.
• Handle customer and AE status inquiries.
• Review Hazard Insurance, Title docs for accuracy, and submit for agent approval.
• Conduct operations support, including indexing unfiled documents.
• Monitor aged files, follow-up on conditions and rate lock expirations.
• Assist with suspended pipeline reports to ensure loans don't exceed 30 days without credit decision.
• Assign loans for cancellation or denial.
• Follow-up on suspense conditions.
• Provide status updates to AEs and customers.
• Generate daily pipeline reports.
• Perform other duties as assigned.

Skills Required:

• Understanding of loan programs, policies, and services.
• Strong time management and monitoring skills.
• Excellent written, verbal, and interpersonal communication skills.
• Strong attention to detail.
• Organizational and problem-solving skills.
• Ability to multi-task in a fast-paced environment.
• Proficiency with LOS systems (Calyx Point, Ellie Mae) and MS Office.

What is the last date for applying to the job?

Which countries are accepted for this remote job?