Mortgage Operations Specialist jobs in Santa Barbara, CA

About Us

World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. 

Pensionmark Financial Group - A World Company - is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors.

Position Objective, Typical Duties and Responsibilities

We’re currently seeking a motivated, detail oriented and creative problem solver to join our growing team.

This essential role helps to provide high quality/high touch critical operational support to internal resources as well as our firm’s advisors and their staff members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Duties will include, but are not limited to:

• Serves as first point of Operations contact onboarding new client accounts to the firm across a variety of technologies.
• Provides front-line support for a suite of advisor and client-facing systems, ensuring a smooth and efficient user experience.
• Creates reports to build efficiencies, pinpoint key performance metrics, and actively contributes to implementing processes that elevate team performance.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulatory standards.
• Acts as mentor and resource to junior team members; fosters a collaborative environment, manages team workflow to enhance overall operational efficiency.
• Other duties and responsibilities as assigned while contributing proactively to the success of the team and adapting to evolving operational demands.

Position Requirements

Technology - Required

• Must have experience with Tamarac Portfolio Management System.
• Experience with Client Relationship Management (CRM) system, Salesforce preferred.
• Advanced Excel experience (i.e., pivot tables, vLookups, etc.)

Technology - Preferred

• Schwab Advisor Center
• Fidelity WealthScape
• Pershing NetX360
• DST Vision

Education/Experience & Licensing/Certifications

• High School Diploma or equivalent and five (5) years of financial services industry service experience; or
• An equivalent combination of experience, education, and/or training as approved by the hiring manager.
• SIE required.
• Series 6, 7, or 65 preferred.

Success at Pensionmark

• Has ability to contribute to the enhancement and implementation of firm operational processes and procedures
• Ability to work independently in a fast-paced environment
• Possesses a passion to help team members and advisor clients; provide a high level of customer service
• Strong process and planning orientation
• Designs efficient systems, seeks productivity
• Ability to enthusiastically support the and promote firm leadership goals
• Must maintain client confidentiality; demonstrate integrity and code of ethics
• Accountable, adaptable, and flexible
• Attention to detail & ability to multi-task
• Strong verbal and written communication skills
• High level of team orientation; strong interpersonal communication skills

Compensation

The annual salary for this position generally ranges between $55,000-$68,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.

Perks & Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Paid Time Off Policy
• Paid Mental Health Days
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity

Why you should consider joining us…

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks, including fun team building opportunities, yoga/wellness, charitable giving/volunteering

Stimulating Environment

At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Equal Employment Opportunity

At World Insurance Associates (WIA) and Pensionmark Financial Group we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.