Offer summary

Qualifications:

High school degree or equivalent required., Familiarity with conventional and government loan origination and closing documents., Proficiency with computer systems including MS Office and knowledge of DataTrac is a plus., Strong attention to detail and excellent communication skills are essential..

Key responsibilities:

Prepare daily funded allocated loan report sorted by investor.

Ensure files are complete and accurate based on investor and program guidelines.

Complete electronic and hard copy shipment of loans within required timeframe.

Perform daily MERS functions, registrations, transfers, and reconciliations to identify errors.

Job description

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 employs a network of sales associates to serve its clients 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.

The Temporary Post-Closing Shipper is responsible for reviewing loans in accordance with specific investor and program guidelines. This position ensures the accuracy of data being uploaded to each investor’s secure website for maximum purchase percentage rate. This role is temporary full-time, non-exempt with the possibility of going permanent. This position reports to the Shipping Supervisor and/or Shipping Manager.

Responsibilities and Duties

Prepare daily funded allocated loan report sorted by investor.

Prepare loans for shipping based on investor/agency requirements.

Ensure files are complete and accurate based on investor and program guidelines.

Direct branch communication for missing or inaccurate documents.

Complete electronic and hard copy shipment of loans within required timeframe.

Perform daily MERS functions, registrations, transfers, and min reconciliations to identify errors and ensure timely corrections.

Other duties as assigned.

Required Skills

Familiarity with all conventional and government loan origination and closing documents

Experience working primarily in a paperless environment

Knowledge performing MERS online system activities

Know-how with loan collateral delivery process

Ability to efficiently and consistently produce accurate work

Capability of multi-tasking and prioritizing work in fast-paced environment with heavy volume of transactions as well as be able to meet and handle deadlines

Strong commitment to customer and associate service necessary

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

Education/Experience

High school degree or equivalent required

Excellent written, verbal, and interpersonal communication skills essential

Strong attention to detail

Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers, with knowledge of DataTrac a plus

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.

This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113

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https://www.cigna.com/legal/compliance/machine-readable-files

Plaza NMLS 2113

https://www.nmlsconsumeraccess.org/

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