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Lock Desk Coordinator in San Diego, CA at Plaza Home Mortgage, Inc.

Date Posted: 6/8/2018

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 Lock Desk Coordinator with our San Diego, California 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.

Our ideal candidate should be outgoing, hardworking, and maintain high levels of professionalism and ethics.

Acts as a direct assistant to EVP and VP, Secondary Marketing. Responsible for all activities regarding the operation of lock desk including, but not limited to, locking of loans, extending or re-locking loans as requested by brokers or account executives, pricing program scenarios, entering and updating trades in DataTrac, and various other projects.

Job Requirements

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. Locks loan interest rates received from brokers via web trac and through phone calls.
2. Changes locks as needed due to changes in parameters or programs.
3. Extends or re-locks loans as requested by broker or account executive.
4. Assists Account Executives and Underwriters in making changes to loans already locked, i.e.: adjusting loan amount, apvs, property type, occupancy and product codes.
5. Assists brokers and account executives in pricing scenarios or helping select an appropriate program for their borrower.
6. Lock in loans with investor and communicate lock confirmations back in a timely manner
7. Enter and update trades in DataTrac.
8. Daily tracking of hedge position in the market via excel report.
9. Update website with turn times of each branch and “market snapshot”.
10. Reconcile trades made by V.P. against dealer confirms.
11. Process of Assignments of Trade.
12. Audit rate sheets and notify President and V.P. of discrepancies.
13. Enforcing secondary marketing lock policies.
14. Assisting in loan sales to different investors.
15. Various pricing projects as assigned by Vice President.
16. Other duties as assigned.
• High school diploma or equivalent required
• 1-2 years mortgage banking industry a plus
• Excellent written, verbal and interpersonal communication skills
• Strong attention to detail, and ability to efficiently and consistently produce accurate work
• Exceptional organizational and problem-solving skills
• The capability of multi-tasking in a fast-paced environment with a heavy volume of transactions
• Proven aptitude to work in both a team and individual environment
• Solid commitment to customer and associate service
• Sound judgment skills essential to making quick decisions within written policy and standard operating procedures
• Proficiency with computer systems including MS Office (Word, Excel, and Outlook), Internet Browsers, and email functions required
• Attention to Detail
• Analytical Thinking
• Client Focus
• Interactive Communication
• Using Information Technology
• Problem Solving
• Teamwork
• Achievement Orientation
• Planning and Organization
• Work Ethic and Values
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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