Mortgage Services Department Administrator/Loan Assistant
About The Position
The Mortgage Services Department Administrator/Loan Assistant provides administrative and operational support to Loan Originators, Processors, and the servicing department. The position assists with initial loan setups, application intake, third-party service coordination, early-stage file reviews, member and application data entry, office workflows, routine member communications, invoice processing, reporting, and audit readiness. The role also supports a member-first service approach, upholds the organization’s core values, builds team member and customer relationships, and completes required training.
Responsibilities
- Assist Loan Originators and Processors with initial loan setups, data entry, and organizing intake applications.
- Order and track third-party services, including appraisals, credit reports, flood determinations, and title work.
- Manage daily office workflows, incoming mail, departmental emails, Salesforce opportunities, and office supply inventories.
- Review initial file submissions for required compliance disclosures and help ensure early-stage loan files are complete and orderly.
- Assist the servicing department with post-closing loan reviews.
- Enter accurate member and application data into Salesforce and internal Loan Origination Systems (LOS).
- Answer routine phone calls, greet members, route inquiries, and manage schedules.
- Process departmental invoices, route vendor payments for approval, and assist with balancing upfront loan fees.
- Support management with administrative tasks, reporting requests, and internal audits to maintain operational readiness.
- Maintain a member-first mindset.
- Uphold core values and build team member and customer relationships.
- Complete required training.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
