Pipeline Account Manager II

PennyMac • Moorpark, CA • 4h ago

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 Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client experience through consistent engagement with fulfillment functions to make sure we drive to meet client expectations, posted SLAs and innovate for improvement. Serves as the central point of contact for clients for all fulfillment issues, status questions, and loan level problem solving. Provide prompt and efficient service to customer as liaison between Sales and Fulfillment. Manage assigned pipelines queues, & reports to ensure timely and efficient action. Work closely with Operations to request and validate documentation to properly satisfy loan requirements. Provides feedback to both internal and external customers on loan quality and operational efficiencies. Serve as escalation point for any critical issues identified by the team of Pipeline Accounts Managers (PAMs).

The Pipeline Accounts Manager will:

Manage pipelines, queues, and reports to guarantee timely action

Proactively engage with clients to drive fulfillment, manage expectations, and resolve issues

Liaise with Operations to secure and verify loan documentation

Offer constructive feedback to internal and external parties on loan quality and operational processes

Interact with multiple departments to expedite processing and/or issue resolution

Identify and resolve client issues/friction and escalate to dept leadership as necessary

Manage individual SLAs and turn around times on all loans in the assigned pipeline

Demonstrate behaviors which are aligned with the organization's desired culture and value

What You'll Bring

Bachelor's degree or higher in Business Administration, Finance or related field or applicable direct industry experience

Minimum of 5 years of mortgage experience with contemporary knowledge of mortgage industry and operational practices

Functional understanding of applicable Federal, state, and local lending regulations

Demonstrates expertise in a variety of Industry concepts, practices, & procedures

Demonstrate ability to plan and execute stated goals

Basic software proficiency including Microsoft Office Suite

Communication - Excellent communication skills with the ability to interact with all levels of external clients and internal leadership and think in a strategic manner. Speaks and writes clearly and persuasively and competent in group presentation skills

Interpersonal Effectiveness - Maintains a positive attitude and proves exemplary internal and external customer service and teamwork

Judgment - With the right information, is decisive and exhibits sound judgment

Planning/Organizing - Prioritizes and plans work activities, uses time efficiently and develops realistic actions plans

Problem Solving - Identifies and resolves problems in a timely manner and gathers and analyzes information skillfully

Quality Management - Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness

Task Management/Execution - Demonstrates ability to advance multiple priority assignments independently, concurrently and within established deadlines

Innovation - Willing to think analytically and creatively in solving day to day challenges of the job

Must be a team player with strong attention to detail and able to work independently

Proven track record at delivering timely and accurate information in a fast- paced environment

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

For residents with state required benefit information, additional information can be found at: https://www.pennymac.com/additional-benefits-information

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

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

$55,000 - $85,000

Work Model

OFFICE

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