Client Support Specialist

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 Client Support Specialist is a resource to our sales team, helping clients with submitting loans using our online portal websites, BREEZE and LINQ. Assist clients and internal account executives with; price loans, request locks, send out disclosures, run automated underwriting findings DU/LPA, submitting loans and upload documents. In addition, the Client Support Specialist will provide support for other questions that may arise from clients use Plaza’s websites BREEZE/LINQ or other online tools.

Responsibilities and Duties:

• Provide phone and email support to Plaza’s Wholesale & Correspondent Clients, including Loan Officers and Processors, as well as, to Plaza’s Account Executives on all BREEZE/LINQ related questions.
• Assist users with running Desktop Underwriter (DU) or Loan Product Advisor (LPA).
• Aid clients with running credit within BREEZE/LINQ or in conjunction with running DU or LPA.
• Provide guidance to clients in uploading documents to BREEEZ/LINQ, when necessary.
• Give assistance to Plaza Account Executives and Clients set-up new users, upon request.

• Provide training to Clients on BREEZE and LINQ.

• Utilize screen sharing tools, such as; Teams and Goto Meeting.
• Comfortable using ticketing systems such as Service Now and Task Watch.
• Triage Client Support tickets.

• Be a critical thinker and adept in problem solving.
• Comfortable with technology. 

• Nimble Learning and a sense of curiosity seeking knowledge through experimentation and problem solving.
• Must be able to handle multiple tasks and manage workload independently.
• Ability to work as a team player by supporting department and company goals.
• This position also provides support to other departments on an as-needed basis.
• Other duties as assigned

Qualifications:

• An understanding of the complete loan cycle from origination through funding along with working knowledge of web-based applications and loan origination systems is required
• The ability to read and interpret underwriting guidelines is required
• Excellent communication skills, both verbal and written; excellent research and organizational skills; ability to maintain confidentiality; and proficiency using computer systems and software applications including MS Office (Word, Excel, and Outlook)
• Prior mortgage industry experience

• High school diploma or GED equivalent, college degree preferred

Work Environment: This is a hybrid position based in our San Diego office.

Compensation and Benefits:

Estimated Rate of Pay:

$24.00 - $26.00
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 an employee friends and family loan and an employee assistance program that includes a variety of discounted services.

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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Cigna’s Transparency in Coverage link for Plaza’s careers site.
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Plaza NMLS 2113
https://www.nmlsconsumeraccess.org/

Equal Opportunity Employer
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