Renovation Draw Specialist

Plaza Home Mortgage, Inc.San Diego, CA
Remote

About The Position

This position is responsible for managing the release of draws for renovation projects on 203k, HomeStyle, CHOICE, USDA, VA Standard and Limited loans by reviewing draw and change requests, verifying documents such as lien waivers, invoices and inspection reports. This position is also responsible for ensuring compliance with budgets, project scope, coordinating with lenders, contractors, and inspectors. This position requires strong administrative and customer service skills.

Requirements

  • Knowledge of renovation processes, loan products and basic accounting.
  • Strong attention to detail, organization and analytical/problem-solving abilities
  • Proficiency in relevant financial software and Microsoft Office
  • Strong oral and written communication skills
  • High school diploma or equivalent
  • Minimum 1 year experience with renovation or construction required
  • Minimum 1 year experience customer service experience required
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook)

Nice To Haves

  • Ability to handle 15-20 phone calls a day preferred
  • 6 months mortgage servicing experience preferred

Responsibilities

  • Provide professional support to all stakeholders.
  • Review, process and track renovation draw and change requests as well as all incoming and outgoing communication
  • Verify lien waivers, insurance, invoices and other required paperwork.
  • Monitor project timelines and budgets
  • Balance renovation budget to accounting budgets to ensure accuracy.
  • Collaborate with borrowers, contractors, third-party vendors and inspectors and internal partners.
  • Adhere to all regulatory requirements, internal policies and procedures.
  • Other duties as assigned

Benefits

  • medical/dental/vision
  • paid time off and holidays
  • 401(k)
  • life and pet insurance
  • employee friends and family loan
  • employee assistance program that includes a variety of discounted services
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