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Broker-Correspondent Approval Specialist in San Diego, CA at Plaza Home Mortgage, Inc.

Date Posted: 11/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    San Diego, CA
  • Job Type:
  • Experience:
    1 to 2 years
  • Date Posted:

Job Description

Plaza Home Mortgage, Inc., a National Mortgage company Headquartered in San Diego, California, has an excellent opportunity for a Broker-Correspondent Approval Specialist.

Plaza Home Mortgage, Inc. was originally founded in December of 2000 to serve the San Diego area mortgage market. Due to our growth and success, we now have branches throughout the United States and we are continuing to grow and expand in anticipation of market demands. Plaza is privately owned and operates as a full service Mortgage Banker. We originate mortgage loans on both a wholesale and correspondent basis.


This position is responsible for the approval and maintenance of Plaza Home Mortgage, Inc. customer accounts, according to Plaza’s criteria and standards and other applicable state and federal regulations. 
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.
  1. Process broker and correspondent application and annual recertification.
  2. Understand VA & HUD regulations and apply that understanding to account maintenance.
  3. Maintain account passwords and interact with vendors for password setups.
  4. Understand Plaza program (ex. – PULSE, DataTrac) and troubleshoot account related issues as they arise.
  5. Interact with branch staff, sales staff, and management to keep account approvals current and in good standing.
  6. Interact with Plaza customers, providing the information and service they need to help them do business with Plaza.
  7. Manage broker compensation settings.
  8. Use available tools and evaluate available information to reduce Plaza risk.
  9. Keep pace with industry changes and adapt to new policies and procedures ensuring compliance in how we do business.
  10. Develop knowledge of state licensing regulations and requirements.
  11. Other duties as assigned.

Job Requirements
  • High school degree or equivalent
  • 1-2 years prior mortgage banking industry or loan processing experience preferred
  • Excellent written, verbal, and interpersonal communication skills
  • 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 attention to detail, and ability to efficiently and consistently produce accurate work
  • Solid commitment to customer and associate service
  • Outstanding problem-solving and independent judgment skills essential to make quick decisions within written policy and standard operating procedures
  • Proven aptitude to work in both a team and individual environment
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers

  • Attention to Detail
  • Business Perspective
  • Client Focus
  • Critical Judgement
  • Decision Making
  • Enforcement
  • Information Management
  • Interactive Communication
  • Legislation, Polices, Procedures and Standards
  • Using Information Technology

    Plaza offers a great work environment.  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, stooping 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.


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