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
Top Skills
What We Do
Plaza Home Mortgage, Inc.® is a privately-owned national wholesale and correspondent mortgage lender. Founded in 2000, we have built our business on relationships and our deep understanding of the needs of the TPO community.
Our Wholesale channel offers our broker clients a wide variety of product options, technology to help them present and close deals quickly, and the experience and support to get deals done. Similarly, our National Correspondent channel offers mortgage banks liquidity and accelerated execution, plus buy-back protection through our exclusive Certified Loan Program.
Plaza offers Conforming, Conventional, Jumbo, FHA, VA, USDA, Non-QM, Renovation and Reverse mortgages. Our seasoned team of professionals take pride in delivering personal service and support throughout the entire lending process.
Headquartered in San Diego, Calif., Plaza is licensed in all 50 states and the District of Columbia and maintains a national footprint with experienced associates serving clients from coast to coast.
To see our licenses and other important notices, go to https://www.plazahomemortgage.com/licenses/
www.plazahomemortgage.com
Plaza Home Mortgage, Inc. is an Equal Housing Lender.
Plaza NMLS 2113







