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Client Support Specialist in San Diego, CA at Plaza Home Mortgage, Inc.

Date Posted: 10/21/2018

Job Snapshot

  • Employee Type:
  • Location:
    San Diego, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has a full-time opportunity for a Client Support Specialist with our Corporate Office. 

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.

Plaza’s mission is to become the premier provider of mortgage loans by developing a distinct, sustainable competitive advantage through superior execution of a business philosophy that combines knowledge, technology, and service. Plaza Home Mortgage, Inc. is dedicated to building long-term relationships with both customers and employees through quality training, and excellent customer support.


The Client Support Specialist will be primarily responsible for providing external and internal customers with support related to the use of PULSE and BREEZE. PULSE is Plaza’s customer web portal where clients can price loans, request locks, submit loans, check program eligibility, run automated AUS findings and upload documents. BREEZE is Plaza’s new Loan Origination System. In addition, the Client Support Specialist will also provide client support for other questions that may arise as clients use Plaza’s website to access PULSE, BREEZE and other Plaza tools.       
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. Provide phone and email support to Plaza Account Executives, wholesale brokers, and correspondents on all PULSE related questions.
  2. Assist clients with login questions to Plaza’s appraisal ordering and tax transcripts web portals.
  3. Coordinate and manage all new client accounts set up with Plaza’s Product and Pricing Engine (PPE) affiliates.
  4. Provide Plaza PPEs with updated Plaza guidelines and pricing as needed.
  5. Identify and troubleshoot any issues that may arise within the PULSE and BREEZE systems.
  6. Assist with testing of program guidelines and pricing in PULSE and BREEZE.
  7. Assist in any other work the Client Support department is involved in.
  8. This position also provides support to other departments on an as-needed basis.
  9. Other duties as required. 

Job Requirements

  • High school diploma or equivalent with a college degree preferred
  • Qualified candidates must have prior mortgage industry experience
  • 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)
  • Experience in mortgage lending with emphasis on wholesale and correspondent business channels, specifically the broker to lender loan submission process
  • The ability to read and interpret underwriting guidelines is required
  • 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

  • Achievement Orientation
  • Adaptability
  • Client Focus
  • Continuous Learning
  • Information Management
  • Problem Solving
  • Resilience
  • Results Management
  • Self Confidence
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, 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.