Loan Officer Assistant
Plaza Home Mortgage, Inc., a national wholesale and correspondent mortgage company headquartered in San Diego, California, has a full-time opportunity for a Loan Officer Assistant for our Jacksonville Retail Division Branch.
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.
PRIMARY PURPOSE OF JOB AND CONTRIBUTION TO ORGANIZATION:
Responsible for performing tasks related to pipeline management and outbound phone campaigns.
ESSENTIAL TASKS AND RESPONSIBILITIES:
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.
- Outbound call campaigns
- Assist with obtaining documentation related to Underwriting requests.
- Update appropriate fields in system of record.
- Respond to routine customer inquiries.
- May cover tasks associated with the Processing Team.
- Perform related duties as directed by the Sales Manager.
- Other duties as assigned.