Processing Assistant (Residential Mortgage)

Axos Bank • San Diego, CA

7d

About The Position

The Processing Assistant is an entry-level position on the residential mortgage loan processing team. Mortgage experience is not required. The role supports loan processing by initiating and following up on service-order tasks, completing verifications for loan files, generating compliant disclosures for borrowers, and providing excellent customer service throughout the loan process. The employee may also assist the Processing Team with closing and post-closing conditions and perform other duties, including cross-training in other departments.

Requirements

• Excellent organizational skills.
• Strong attention to detail and ability to identify problems.
• Ability to work in a team environment.
• Strong math skills and computer literacy.
• Ability to work under pressure, multitask, and meet deadlines in a fast-paced environment.
• Strong verbal and written communication skills.
• Willingness to perform multiple functions throughout the day as needed.

Nice To Haves

• Current mortgage lending experience and/or knowledge.
• Understanding of processing workflow and loan submissions to underwriting.
• Knowledge of FNMA DU, Freddie Mac LP, and conditions.

Responsibilities

• Generate accurate, compliant, and timely initial and change-of-circumstance disclosures to borrowers.
• Initiate service orders, including appraisals, preliminaries, and verification of employment.
• Collect and image supporting documentation when needed.
• Assist the Processing Team with clear-to-close, prior-to-docs, prior-to-funding, and post-closing conditions when required.
• Perform other duties as assigned, including cross-training within other departments.

Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, three weeks of vacation, and approximately 11 holidays per year.
• HSA or FSA account and other voluntary benefits.
• 401(k) retirement savings plan with employer match.
• 529 savings plan.
• Employee mortgage loan program.
• Free access to an Axos Bank account with self-directed trading.
• Eligible for an annual discretionary cash bonus target of 10%.
• Eligible for an annual discretionary restricted stock units bonus target of 10%; discretionary target bonuses may be awarded semi-annually based on achievement of performance goals and targets.

What This Job Offers

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