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Research Associate, Financial Services, Financial Consultant

Job in Moorpark, Ventura County, California, 93020, USA
Listing for: PENNYMAC
Full Time, Seasonal/Temporary position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 38000 - 53000 USD Yearly USD 38000.00 53000.00 YEAR
Job Description & How to Apply Below
Position: Research Associate I

Join to apply for the Research Associate I role at 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 home ownership through the complete mortgage journey.

A Typical Day

The Research Associate will be responsible for researching written inquiries, requests for information, disputes, servicing transfer for acquired and transferred mortgages, and general complaints received from customers. As the Research Associate, you may identify process breakdowns and provide process improvement suggestions.

The Research Associate Will
  • Work with internal departments, vendors, and designated counterparts as needed to assist with resolving customer inquiries
  • Confirm system-generated acknowledgment/extension and resolution letters are mailed in accordance with RESPA time frames
  • Ensure all Federal and State requirements are adhered to: including CFPB/RESPA
  • Write response letters to customers in a professional and courteous manner, including providing copies of requested documents
  • Complete consistency checks to identify data supporting documentation needed from customers and third parties
  • 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
  • High School Diploma / GED
  • 1+ year of customer service experience
  • Thorough knowledge of RESPA as it pertains to qualified written requests
  • Proficiency in Microsoft Office
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:
  • 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 sponsor ships

To learn more about our benefits visit: (Use the "Apply for this Job" box below)./benefits

For residents with state required benefit information, additional information can be found at:

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

$38,000 - $53,000

Work Model

OFFICE

Employment type:

Full-time

Job function:
Research, Analyst, and Information Technology

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Position Requirements
10+ Years work experience
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