Mortgage Assistant

TEKsystemsPensacola, FL
$15 - $15Hybrid

About The Position

To provide operational support for Management, Supervisory staff, Mortgage Loan Officers (MLOs), Processors and Closers in order to execute essential mortgage production tasks. Assist with new loan setup including indexing, member follow up, ordering and/or validating documents; updating mortgage lending systems while ensuring compliance with regulatory requirements. Index loan documents received electronically via fax and e-mail from members, Processors, Closers and/or third parties. Complete initial contact with the member appropriate information such as contact name, hours, contact numbers, etc. to ensure member education and enhanced member service. Maintain systematic, consistent, and reliable notes and contact history information on each member interaction and actions taken on accounts. Track and update action items in database(s).

Requirements

  • 1-3 years of administrative, clerical, banking, or retail experience
  • Excellent written and verbal communication
  • Ability to navigate multiple computer systems
  • Completed High School Diploma
  • MUST HAVE high speed internet (cable or fiber optic only)
  • Data Entry, Detail Oriented, Self-Motivated

Responsibilities

  • Provide operational support for Management, Supervisory staff, Mortgage Loan Officers (MLOs), Processors and Closers in order to execute essential mortgage production tasks.
  • Assist with new loan setup including indexing, member follow up, ordering and/or validating documents; updating mortgage lending systems while ensuring compliance with regulatory requirements.
  • Index loan documents received electronically via fax and e-mail from members, Processors, Closers and/or third parties.
  • Complete initial contact with the member appropriate information such as contact name, hours, contact numbers, etc. to ensure member education and enhanced member service.
  • Maintain systematic, consistent, and reliable notes and contact history information on each member interaction and actions taken on accounts.
  • Track and update action items in database(s).

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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