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FUNDER in Dallas, TX at Plaza Home Mortgage, Inc.

Date Posted: 8/9/2018

Job Snapshot

  • Employee Type:
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Plaza Home Mortgage, Inc., a national mortgage company headquartered in San Diego, California, has an excellent opportunity for a Funder position with our (DFW) Dallas, TX. 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.

Responsible for the funding of loans (This position is dedicated to non-escrow states).
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. Manage pipeline for Docs Out to confirm loans closed and when package will be returned. Review loans in Docs Back status that are ready to fund.  
  2. Ensure that post closing package is shipped within the required turn-times.
  3. Verify that proper fees are collected and funding figures are calculated correctly.
  4. Post closing, and index closing packages.
  5. Assess file for completeness and accuracy to ensure compliance with government and company requirements.
  6. Review final conditions provided to determine they meet requirements and either sign off, or recondition if not satisfactory.
  7. Examine all prior to funding conditions. Route to the appropriate person for review, if applicable.
  8. Run a ‘tape’ to verify wire is correct and that the loan balances. Double check all fees for accuracy.
  9. When all conditions are met and escrow is ready to fund, update Plaza's LOS conditions, interest, funding date, wire info and impounds. Check fees for accuracy and request wire in system.
  10. Prepare collateral package to be shipped to warehouse bank per daily instructions.
  11. Send follow-up documentation to corporate departments.
  12. Examine other Funders’ files as needed.
  13. Perform related duties as directed by Regional Operations Manager or direct supervisor.
  14. Ensure all loans close and fund in adherence to all Plaza’s Policy & Procedures, and are in compliance with all State and Federal regulations.
  15. Other duties as assigned.

Job Requirements
  • High school diploma or equivalent required; College degree preferred
  • Knowledge of mortgage banking industry, specifically regulations covering FHA, VA, FNMA, and FHLMC & USDA; Understanding of both document preparation and state regulations for loan closings needed
  • Experience with Loan Origination Systems (LOS) such as Calyx Point, and Ellie Mae
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook), Internet Browsers, and email functions required
  • Excellent  written, verbal and interpersonal communication skills
  • Demonstrated skill in monitoring and overseeing loan production pipeline
  • Strong attention to detail, and ability to efficiently and consistently produce accurate work
  • Solid organizational and problem solving skills
  • Capability of multi-tasking in fast-paced environment with heavy volume of transactions
  • Proven aptitude to work in both a team and individual environment
  • Sound judgment skills to make quick decisions within written policy and standard operating procedures essential


  • Achievement Orientation
  • Attention to Detail
  • Client Focus
  • Gathering and Processing
  • Interactive Communication
  • Planning and Organizing
  • Problem Solving
  • Results Management
  • Teamwork
  • Using IT
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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