Simple Assumption/Exempt Transfer Specialist

Pennymac • Moorpark, CA

5d • Onsite

About The Position

The Simple Assumption/Exempt Transfer Specialist will work with applicants who request to add or remove a person on an existing loan through an Exempt transfer of ownership (Simple Assumption or Simultaneous Modification Assumption) or request a Recast of their loan. As the Simple Assumption/Exempt Transfer Specialist, you will be responsible for sending disclosures, collecting required supporting documentation, preparing the final documents, and responding to applicant inquiries as applicable. The Simple Assumption/Exempt Transfer Specialist ensures that all loan servicing requirements are met as specified by the investor and regulatory agencies.

Requirements

• Personal computer knowledge, including proficiency in Word and Excel
• Detail oriented with good organizational and follow-through skills
• Must be a team player with strong attention to detail and able to work independently
• Ability to deliver timely and accurate information in a fast-paced environment
• Critical thinker with problem solving skills, mathematical skills and sound judgment
• Ability to make decisions independently within set policy and procedures

Nice To Haves

• Mortgage and/or financial services industry experience preferred

Responsibilities

• Effectively service inbound calls from applicants
• Conduct timely outbound call attempts to secure required documents for review when required
• Review Assumption inquiries within set department expectations
• Review and validate loan documents to process the Exempt Transfer or Recast
• Provide general account information to customers including, but not limited to, inquiries regarding payments and loan documents
• Conduct preliminary or basic research in order to respond to Exempt Transfer or Recast inquiries
• Send disclosures to comply with investor and regulatory requirements when required
• Process customer payments via phone
• Meet outlined production and quality standards
• Interact with other Pennymac servicing departments to solution customer requests and resolve issues
• Request assistance for and/or escalate more complex issues to department senior associates or supervisors
• 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
• bonus opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed