Servicing Transfer Analyst

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
23-26
Junior
Financial Services
The Role
The Servicing Transfer Analyst is responsible for managing the tracking, coordination, and payment reconciliation of various servicing transfer transactions. This role involves communication with servicers and investors, reconciling payments, and ensuring timely resolution of discrepancies.
Summary Generated by Built In


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.


This position is responsible for tracking, coordination and payment reconciliation of bulk, mini-bulk and flow servicing transfer transactions between Plaza sub-servicers and new servicers and/or their designated sub-servicers. This role is full-time and is non-exempt. This position has no supervisory responsibilities and reports to the Vice-President of Loan Servicing.

Responsibilities & Duties

  • Provide service release profiles for new investors and services to Plaza sub-servicers
  • Coordinate communication between new servicer and sub-servicers on scheduled service releases
  • Timely communication with new servicers/investors, borrowers and other authorized parties regarding missing mortgage and escrow payment/discrepancies
  • Reconcile and collect payments due to Plaza
  • Reconcile and refund payments due to new servicer
  • Other duties as assigned

Required Skills & Education

  • 1+ years in a mortgage servicing environment
  • Knowledge of FHA, VA, USDA and Private Investor guidelines
  • Proficiency with computers and software such as Mircosoft Office (Excel, V-lookups, sum-if and other formulas, Word, Outlook)
  • Experience in a team-oriented environment
  • Capability of handling and meeting deadlines, and prioritizing in fast-paced environment
  • Strong organizational and time management skills
  • 1+ years in a mortgage servicing environment
  • Knowledge of mortgage accounting, investor reporting and cash management processes and procedures

Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.

 

Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza's workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza's workforce.

 

Plaza's employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza's employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.


This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113


Please find our updated Privacy Policy at: 

https://www.plazahomemortgage.com/privacypolicy/


Cigna’s Transparency in Coverage link for Plaza’s careers site.

https://www.cigna.com/legal/compliance/machine-readable-files


Plaza NMLS 2113

https://www.nmlsconsumeraccess.org/

Top Skills

Excel
Outlook
Word
The Company
HQ: San Diego, CA
674 Employees
On-site Workplace
Year Founded: 2000

What We Do

Plaza Home Mortgage, Inc.® is a privately-owned national wholesale and correspondent mortgage lender. Founded in 2000, we have built our business on relationships and our deep understanding of the needs of the TPO community.

Our Wholesale channel offers our broker clients a wide variety of product options, technology to help them present and close deals quickly, and the experience and support to get deals done. Similarly, our National Correspondent channel offers mortgage banks liquidity and accelerated execution, plus buy-back protection through our exclusive Certified Loan Program.

Plaza offers Conforming, Conventional, Jumbo, FHA, VA, USDA, Non-QM, Renovation and Reverse mortgages. Our seasoned team of professionals take pride in delivering personal service and support throughout the entire lending process.

Headquartered in San Diego, Calif., Plaza is licensed in all 50 states and the District of Columbia and maintains a national footprint with experienced associates serving clients from coast to coast.

To see our licenses and other important notices, go to https://www.plazahomemortgage.com/licenses/

www.plazahomemortgage.com
Plaza Home Mortgage, Inc. is an Equal Housing Lender.
Plaza NMLS 2113

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