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Closing Manager in Jacksonville, FL at Plaza Home Mortgage, Inc.

Date Posted: 7/12/2018

Job Snapshot

Job Description

Plaza Home Mortgage, Inc., a national mortgage company headquartered in San Diego, California, has an excellent opportunity for a Closing Manager position with our (JAX) Jacksonville, FL Branch 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. We originate mortgage loans on both a wholesale and correspondent basis.


The Closing Manager is responsible for overseeing the closing process in the regional loan center as well as the daily management of the Closing department staff and processes.
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.  Head the closing/funding department of the regional operations center by overseeing the preparation of closing documents and the funding of loans.
2.  Work directly with closers, doc drawers, and/or funders by providing training and daily support.
3.  Assist with recruiting, interviewing, and hiring of closers, doc drawers, and/or funders.
4.  Motivate and coach closers, doc drawers, and/or funders in achieving branch goals.
5.  Monitor reports for the purpose of identifying positive and negative trends in productivity within the Closing department.
   6.  Manage pipeline to substantiate loans are closing within the expected turn-times. Review loans that are cleared-to-close and ready for closing documents to be prepared.               
7. Ensure closing department adheres to all Plaza’s Policy & Procedures, and that loans are processed in compliance with all State and Federal regulations.
8. Engage in verbal and written communication with title companies, closing agents and clients.
9. Effectively communicate to the Closing department about company changes to policy an procedures.
10. Act as closing and funding resource for the branch.
11. Verify that all closing associates send follow-up documentation to corporate departments if requested.
12. Support the Assistant Vice President and the Underwriting department as required.
13. Supervise daily preparation of collateral package to be shipped to warehouse bank or custodian.
14. Assist Post Funding department with outstanding document requests.
  15.  Help with closing/funding overflow as needed, and complete all tasks required by Closer/Doc Drawer or Funder.
  16.  Provide guidance to Closing Team Leads regarding how to properly manage their teams.
  17.  Participate in developing process improvements and efficiencies as an ongoing best practice.
  18.  Conduct periodic loan-level audits to ensure compliance with all company quality standards.
  19.  Report productivity and departmental errors on monthly basis to the Assistant Vice President.
  20.  Assess and evaluate closer scorecard for efficiency gains; instruct team members when  required.
  21. Coach closing team regularly regarding their job performance and complete annual           performance reviews by due date.
  22. Lead, guide, mentor, and train entire closing department.
  23. Complete Time Cards and meet Payroll Deadlines.
  24. Work with Assistant Vice President on setting monthly goals.
  25. Other duties as assigned.

Job Requirements
  • High school diploma or equivalent required; College degree preferred
  • Previous team lead, supervisory, or commensurate experience desired
  • Current closing experience in the mortgage industry is a must
  • Working knowledge of loan program products, services, and policies
  • Ability to understand and make recommended changes to standard operating procedures
  • Possess working knowledge of RESPA and other federal, state, and industry compliance requirements
  • Knowledge of paperless file environment and image software repository
  • Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
  • Skilled in Document Preparation Software such as DocuTech or DocMagic
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook), Internet, browsers, and email functions required
  • Excellent written, verbal, and interpersonal communication skills
  • Superior customer service skills
  • Demonstrated skill in monitoring and overseeing loan production pipeline
  • Ability to efficiently and consistently produce accurate work
  • Solid organizational and problem-solving skills
  • Capability of multi-tasking in a fast-paced environment with heavy volume of transactions
  • Proven aptitude to work in both a team and individual environment
  • Sound judgment skills essential to making quick decisions within written policy and standard operating procedures

  • Adaptability
  • Business Perspective
  • Client Focus
  • Critical Judgement
  • Developing Others
  • Interactive Communication
  • Legislation, Policies, Procedures and Standards
  • Problem Solving
  • Results Management
  • Team Leadership
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.


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