Mortgage Specialist Assistant
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Job Summary
We are seeking a detail-oriented and proactive Mortgage Specialist Assistant to support our Mortgage Specialists in delivering exceptional service to clients. The ideal candidate will help coordinate mortgage applications gather required documentation liaise with clients and third parties and ensure the mortgage process runs smoothly and efficiently.
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Assist Mortgage Specialists with the preparation and processing of mortgage applications.
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Collect verify and organize client financial documents credit reports income statements and other required paperwork.
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Maintain accurate records and ensure all files comply with regulatory and company requirements.
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Act as a point of contact for clients responding to inquiries and providing timely updates on application status.
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Coordinate with lenders underwriters appraisers and other third parties to facilitate the mortgage process.
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Schedule client meetings and follow up on outstanding documentation.
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Prepare and review documents for accuracy before submission.
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Maintain client confidentiality and handle sensitive information with integrity.
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Support Mortgage Specialists with administrative tasks data entry and report preparation as needed.
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Stay updated on mortgage products policies and regulatory changes.
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Previous experience in mortgage processing banking financial services or a similar administrative role is preferred.
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Strong knowledge of mortgage documentation and basic understanding of lending procedures is an asset.
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Excellent organizational and time management skills.
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Strong communication and interpersonal skills.
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High attention to detail and accuracy.
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Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
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Proficiency in MS Office Suite and mortgage processing software.
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High school diploma required; diploma or degree in Finance Business or related field is an asset.
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Bilingual skills may be an asset depending on the client base.
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Familiarity with CRM or loan origination systems.
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Customer service experience.
Key Skills
- Loan Origination
- Sales Experience
- Microsoft Office
- Financial Services
- Customer Service
- Organizational skills
- Communication skills
- Military Experience
- Fair Housing Regulations
- Inside Sales
- Outside Sales
- Word Processing
