Senior Client Support Specialist - Third Party Origination
About The Position
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Client Support Specialist - Third Party Origination provides advanced customer facing support to Third Party Originators (TPO) for Pennymac Market Sales Managers and Account Executives during the loan creation, upload and disclosure process. As the Client Support Specialist , you will provide guidance, direction, and training for TPOs as needed. The Senior Client Support Specialist will : Engage with Command Center to ensure a positive customer experience, and provide off-hours support for the Command Center Assist TPOs with credential setup for new loan officers, processors, contract processors, etc. Answer complex POWER functionality questions/own higher level troubleshooting Direct traffic to appropriate support teams at Pennymac upon TPO inquiry, (i.e., disclosure desk, pricing desk) Pre-submission pipeline clean-up and monitoring/ensure TPOs cancel inactive loans Provide comprehensive sales support functions (send out a rate sheet, send product profile, compliance, LE knowledge, etc.) Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values
Requirements
- Wholesale mortgage lending experience, developing supporting and maintain mortgage TPOs, banks and/or credit unions
- Work experience providing user support services
- Highly effective customer service skills
- Proficiency in MS Office (Excel, Word, PowerPoint)
Responsibilities
- Engage with Command Center to ensure a positive customer experience, and provide off-hours support for the Command Center
- Assist TPOs with credential setup for new loan officers, processors, contract processors, etc.
- Answer complex POWER functionality questions/own higher level troubleshooting
- Direct traffic to appropriate support teams at Pennymac upon TPO inquiry, (i.e., disclosure desk, pricing desk)
- Pre-submission pipeline clean-up and monitoring/ensure TPOs cancel inactive loans
- Provide comprehensive sales support functions (send out a rate sheet, send product profile, compliance, LE knowledge, etc.)
- Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization's desired culture and values
Benefits
- Comprehensive Medical, Dental, and Vision
- Paid Time Off Programs including vacation, holidays, illness, and parental leave
- Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
- Retirement benefits, life insurance, 401k match, and tuition reimbursement
- Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
