Processing Assistant (Residential Mortgage)

Axos Bank•San Diego, CA
•$19 - $20

About The Position

The Processing Assistant is an entry-level position on the residential mortgage loan processing team. No mortgage experience is required. The role supports the loan process by initiating and following up on service-order tasks, completing verifications for loan files, generating compliant change-of-circumstance disclosures for borrowers, and providing excellent customer service throughout the process. The assistant may also help the Processing Team with closing and funding conditions and may cross-train within other departments.

Requirements

  • Excellent organizational skills.
  • Strong attention to detail and the 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.
  • Excellent 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 loan conditions.

Responsibilities

  • Generate accurate, compliant, and timely initial and change-of-circumstance disclosures to borrowers.
  • Initiate service orders, including appraisals, preliminaries, and verifications 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 and a 529 savings plan.
  • Employee mortgage loan program.
  • Free access to an Axos Bank account with self-directed trading.
  • Eligibility for an annual discretionary cash bonus target of 10%.
  • Eligibility for an annual discretionary restricted stock units bonus target of 10%.
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