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Pipeline Account Manager II

2 months ago

Moorpark California, United States Pennymac Full time
About the Role

Pennymac is seeking a highly skilled Pipeline Account Manager II to join our team. As a key member of our organization, you will be responsible for ensuring consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment functions to meet all service level agreements.

Key Responsibilities
  • Conduct daily review of active pipeline and identify appropriate client follow-up actions
  • Interact with external clients providing reporting highlighting items requiring action, work with clients to solve open loan level items and document system of record with actions taken
  • Manage high volume, high net worth, complex client accounts
  • Review pipeline of all loans within assigned client segment for invalid stipulations or identification of alternative solutions
  • Identify and resolve client issues/friction and escalate to management as appropriate
  • Manage individual service level agreements and turn times on all loans in the assigned pipeline
  • Perform other related duties as required and assigned
  • Demonstrate behaviors which are aligned with the organization's desired culture and values
Requirements
  • Bachelor's degree or higher in Business Administration, Finance or related field or applicable direct industry experience
  • 5+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices
  • Functional understanding of applicable Federal, state and local lending regulations
  • Basic software proficiency including Microsoft Office Suite
About Pennymac

Pennymac 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. Our vision is to be the most trusted partner for homeowners. We are 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
  • 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