Mortgage Loan Processor

Achieve • Tempe, AZ

2d • Hybrid

About The Position

Achieve is a digital personal finance company offering personalized financial solutions, including personal loans, home equity loans, debt consolidation, financial tools, and education. The Mortgage Loan Processor helps borrowers through the loan process by providing application updates, collecting and reviewing documentation, entering data into the Loan Origination System, and coordinating with team members to confirm file conditions are met. The role also provides first-hand knowledge and coaching in mortgages.

This is a hybrid position for candidates residing in the greater Phoenix area. Approximately 90% of work time is spent working from home, with 1–3 days in the Tempe office each month.

Requirements

• Five years of mortgage processing experience.
• Strong organizational and time management skills.
• Ability to work in a continually changing environment.
• Ability to handle a high-volume pipeline while meeting required SLAs.
• Ability to multitask and move quickly between job functions.
• Strong communication skills, self-motivation, and a positive attitude.
• Availability to work Monday through Friday, 9:00 a.m. to 5:00 p.m.
• Must reside in the greater Phoenix area.

Responsibilities

• Build rapport with borrowers.
• Initiate welcome calls and communicate with borrowers about loan approvals throughout the loan process.
• Enter specific data from received documentation into the Loan Origination System (LOS).
• Manage a daily pipeline of 70–80 approved loans.
• Review borrower documents for completeness and enter pertinent data into the LOS.
• Complete third-party validation of the borrower’s employer.
• Review credit profiles for completeness and eligibility.
• Track receipt of borrower-required documents and documents from third-party vendors.
• Collaborate with the team to confirm all conditions have been met for each file.
• Identify ways to improve the borrowing process.

Benefits

• Hybrid work opportunities.
• 401(k) with employer match.
• Medical, dental, and vision coverage, with HSA and FSA.
• Competitive vacation and sick time off, plus dedicated volunteer days.
• Access to wellness support through the Employee Assistance Program, Talkspace, and fitness discounts.
• Up to $5,250 reimbursement for eligible education expenses.
• Pet care discounts.
• Financial support in times of hardship through the Achieve Care Fund.
• Six employee resource groups.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed