Mortgage Compliance Analyst

2 weeks ago

Plano, Texas, United States PennyMac Full time

Pennymac:

Pennymac (NYSE: PFSI) stands as a distinguished financial services entity, offering a robust mortgage platform and a comprehensive approach to the production and servicing of U.S. mortgage loans, alongside the management of investments tied to the U.S. mortgage sector.

At Pennymac, our workforce is the cornerstone of our achievements and the essence of our vibrant workplace culture. United, we strive towards a common objective of assisting countless Americans in realizing their dreams of homeownership throughout the entire mortgage process.

A Typical Day:
The Mortgage Compliance Analyst plays a crucial role in the establishment of a system for reporting and tracking mortgage-related complaints. This position supports various business lines in managing complaint routing and resolution. The analyst also contributes to the formulation of policies and procedures for all customer advocacy initiatives, serving as a vital link between different business units. Additionally, the role involves preparing instructional documents and collaborating with internal teams to ensure uniformity across the organization.

Key Responsibilities:

  • Facilitates complaint routing and offers insights on policies and procedures across all functions; conducts research to support effective resolution strategies.
  • Inputs new complaints into the tracking system for proper intake and assignment to the relevant teams.
  • Acts as a liaison among business lines to ensure timely follow-up and resolution of complaints.
  • Provides administrative assistance to quality assurance teams for reporting and final assessments of various complaint types.
  • Processes refunds, payment applications, and credit reversals through the financial system.
  • Develops and oversees compliance reporting; manages shared resources and tracks monthly progress.
  • Assists in creating and maintaining policies and procedures for fulfillment processes.
  • Enhances job knowledge through participation in educational opportunities, professional publications, and networking.
  • Prepares management reports detailing project statuses.
  • Performs additional related duties as assigned, demonstrating behaviors aligned with the organization's core values.

Qualifications:

  • Associate's degree or equivalent professional experience.
  • Over 5 years of experience in management reporting, policy development, and legal compliance, with a solid understanding of regulatory frameworks.
  • Proficiency in Excel and Word is essential.
  • Experience in the financial services sector, particularly in mortgage, is preferred.
  • Ability to engage with escalated customers and assure them that their concerns are being thoroughly addressed.

Why You Should Consider Joining Us:
Pennymac is among the leading mortgage lenders nationwide, having assisted over 4 million homeowners in achieving and maintaining their homeownership goals. Our vision is to be the most trusted partner in homeownership. Together, our team of 4,000 professionals across the country is guided by our core values of accountability, reliability, and ethics in all our endeavors.

Pennymac is dedicated to conducting business that fosters positive contributions and promotes sustainable growth while creating an equitable and inclusive environment where all employees and customers feel valued and respected.

Benefits That Support Your Journey:
Whether you seek flexible benefits for immediate needs, short-term goals, or long-term success and retirement planning, Pennymac's benefits package has you covered. Key benefits include:

  • Comprehensive medical, dental, and vision coverage.
  • Paid time off programs, including vacation, holidays, illness, and parental leave.
  • Wellness initiatives, employee recognition programs, and onsite amenities (at select locations).
  • Retirement benefits, life insurance, 401k matching, and tuition reimbursement.
  • Philanthropic programs, including matching gifts and volunteer grants.

Compensation:
Individual salaries may vary based on several factors, including specific roles, geographic location, and skills. Salary ranges are as follows:

  • Lower range - Developing skills and experience in the role.
  • Mid-range - Experience and skills align with proficiency in the role.
  • Higher range - Experience and skills exceed typical role requirements.

Some positions may qualify for performance-based compensation and/or stock-based incentives based on individual and company performance.

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