Pennymac
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
Loan Refinance Specialist
will function as a clerical liaison between the loan officer, clients, escrow companies and operational fulfillment support during the process of a home loan refinance. This role will effectively manage the administrative tasks involved in the full submission and condition gathering requirements of a refinance. The RLS will not discuss loan terms, interest rates, fees, closing costs or any other functions which require loan originator licensing.
The
Loan Refinance Specialist
will:
Assist in fulfilling the crucial milestone dates associated with the real estate transaction, such as deadlines for loan approval condition and inspection contingency removals
Ensure proper communication based on each defined stage of the buying process (planner, shopper, closer) while meeting deadlines and administering phone calls or email reminders to the real estate agent
Gather all necessary documentation for the loan approval and closing
Monitor and assess the progress of the refinance so that important deadlines are met and contingencies are released
Perform other related duties as required and assigned
Demonstrate behaviors which are aligned with the organization’s desired culture and values
What You’ll Bring
1+ years of relevant work experience in an administrative, customer service, or related role
Demonstrated ability to provide value-added customer service in a fast-paced environment, crucial for maintaining positive client relationships
Excellent written and verbal communication skills, enabling clear and professional interaction with clients and stakeholders, essential for communication coordination
Proficiently utilized Microsoft Office Suite and/or Google Workspace to manage customer communications, organize data, and streamline support workflows
Ability to effectively manage deadlines, prioritize tasks, and maintain accurate records, directly supporting deadline management and progress monitoring responsibilities
Understanding of financial services and, ideally, the mortgage industry, to facilitate efficient navigation of the refinance process preferred
Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:
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
To learn more about our benefits visit: https://pennymacnews.page.link/benefits
Compensation
Lower in range - Building skills and experience in the role
Mid-range - Experience and skills align with proficiency in the role
Higher in range - Experience and skills add value above typical requirements of the role
Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $39,000 - $55,000
Work Model OFFICE
#J-18808-Ljbffr
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
Loan Refinance Specialist
will function as a clerical liaison between the loan officer, clients, escrow companies and operational fulfillment support during the process of a home loan refinance. This role will effectively manage the administrative tasks involved in the full submission and condition gathering requirements of a refinance. The RLS will not discuss loan terms, interest rates, fees, closing costs or any other functions which require loan originator licensing.
The
Loan Refinance Specialist
will:
Assist in fulfilling the crucial milestone dates associated with the real estate transaction, such as deadlines for loan approval condition and inspection contingency removals
Ensure proper communication based on each defined stage of the buying process (planner, shopper, closer) while meeting deadlines and administering phone calls or email reminders to the real estate agent
Gather all necessary documentation for the loan approval and closing
Monitor and assess the progress of the refinance so that important deadlines are met and contingencies are released
Perform other related duties as required and assigned
Demonstrate behaviors which are aligned with the organization’s desired culture and values
What You’ll Bring
1+ years of relevant work experience in an administrative, customer service, or related role
Demonstrated ability to provide value-added customer service in a fast-paced environment, crucial for maintaining positive client relationships
Excellent written and verbal communication skills, enabling clear and professional interaction with clients and stakeholders, essential for communication coordination
Proficiently utilized Microsoft Office Suite and/or Google Workspace to manage customer communications, organize data, and streamline support workflows
Ability to effectively manage deadlines, prioritize tasks, and maintain accurate records, directly supporting deadline management and progress monitoring responsibilities
Understanding of financial services and, ideally, the mortgage industry, to facilitate efficient navigation of the refinance process preferred
Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:
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
To learn more about our benefits visit: https://pennymacnews.page.link/benefits
Compensation
Lower in range - Building skills and experience in the role
Mid-range - Experience and skills align with proficiency in the role
Higher in range - Experience and skills add value above typical requirements of the role
Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $39,000 - $55,000
Work Model OFFICE
#J-18808-Ljbffr