Client Service Representative - Remote

Overview

The Client Service Representative at Plaza Home Mortgage is responsible for managing loan pipelines and providing support to clients and brokers to ensure loans are cleared-to-close within expected timelines.

In Short

• Manage loan pipelines and provide client support.
• Work directly with clients for training and support.
• Act as the primary contact for Brokers and Account Executives.
• Engage in communication with AEs and Brokers.
• Assist with processing complex loan approvals.
• Help with rates and lock extensions.
• Review documents for completeness and accuracy.
• Handle customer inquiries and status updates.
• Assist customers with system support.
• Complete operational tasks as assigned.

Requirements

• Understanding of loan program products and policies.
• Experience in monitoring loan production pipeline.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Able to multi-task in a fast-paced environment.
• Proven team player with individual work capability.
• Sound judgment for quick decision making.
• Flexibility and strong time management skills.

Benefits

• Comprehensive training programs.
• Supportive team environment.
• Opportunities for career advancement.
• Access to company resources and tools.
• Competitive salary and benefits package.