Client Support Specialist

All Positions•San Diego, CA

18h•$24 - $26•Hybrid

About The Position

Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide. Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience. The Client Support Specialist is a resource to our sales team, helping clients with submitting loans using our online portal websites, BREEZE and LINQ. Assist clients and internal account executives with; price loans, request locks, send out disclosures, run automated underwriting findings DU/LPA, submitting loans and upload documents. In addition, the Client Support Specialist will provide support for other questions that may arise from clients use Plaza’s websites BREEZE/LINQ or other online tools.

Requirements

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
The ability to read and interpret underwriting guidelines is required
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)
Prior mortgage industry experience
High school diploma or GED equivalent, college degree preferred

Responsibilities

Provide phone and email support to Plaza’s Wholesale & Correspondent Clients, including Loan Officers and Processors, as well as, to Plaza’s Account Executives on all BREEZE/LINQ related questions.
Assist users with running Desktop Underwriter (DU) or Loan Product Advisor (LPA).
Aid clients with running credit within BREEZE/LINQ or in conjunction with running DU or LPA.
Provide guidance to clients in uploading documents to BREEEZ/LINQ, when necessary.
Give assistance to Plaza Account Executives and Clients set-up new users, upon request.
Provide training to Clients on BREEZE and LINQ.
Utilize screen sharing tools, such as; Teams and Goto Meeting.
Comfortable using ticketing systems such as Service Now and Task Watch.
Triage Client Support tickets.
Be a critical thinker and adept in problem solving.
Comfortable with technology.
Nimble Learning and a sense of curiosity seeking knowledge through experimentation and problem solving.
Must be able to handle multiple tasks and manage workload independently.
Ability to work as a team player by supporting department and company goals.
This position also provides support to other departments on an as-needed basis.
Other duties as assigned