Entry Level Mortgage

TEKsystemsMoorpark, CA
Onsite

About The Position

This on-site role focuses on income and asset validation, supporting underwriting decisions by analyzing borrower financial documentation and ensuring compliance with company guidelines.

Requirements

  • Prior mortgage, financial or banking is a plus
  • Familiarity with tax returns, bank statements, and income calculations
  • Strong organizational skills and attention to detail
  • Ability to learn quickly, take good notes, and adapt to guidelines

Responsibilities

  • Analyze income and asset documentation using company guidelines, training, and tools
  • Review and interpret tax returns and bank statements
  • Perform income calculations and ensure accuracy
  • Read, understand, and apply underwriting guidelines consistently
  • Maintain organized documentation and detailed notes
  • Utilize available resources to resolve questions and ensure compliance

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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