Mortgage Assistant Job Description

Mortgage Assistant Job Description

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Mortgage assistant provides mortgage loan origination system (LOS) support and training to Synovus Mortgage team members.

Mortgage Assistant Duties & Responsibilities

To write an effective mortgage assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included mortgage assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepares correspondence, emails, memoranda, reports
Closing the books monthly – bank reconciliations, loan amortization reconciliation
Coding and approving invoices in the accounts payable system
Managing the accounting loan models
Managing the implementation of new loan model system
Creating the quarterly SEC filings
Managing annual audits and quarterly reviews
Coordinating the filing of all offering documents with the SEC
Enhancing controls and procedures
Takes the initiative to keep informed of current events, market news and internal information on internal sites

Mortgage Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Mortgage Assistant

List any licenses or certifications required by the position: UPS, USPS, PMP, VA, FHA, TIN, HOA

Education for Mortgage Assistant

Typically a job would require a certain level of education.

Employers hiring for the mortgage assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Military, General Education, Finance, Business, General Office, Real Estate, Accounting, Business/Administration, Economics

Skills for Mortgage Assistant

Desired skills for mortgage assistant include:

Mortgage industry
FNMA-DU/FHLMC/LP
Various campaigns in order to drive a tailored customer experience
HMDA
Mortgage Regulations
TRID
Any Loan origination systems – preferably BKFS
Commonly used mortgage concepts
DU and client specific originating systems
Empower

Desired experience for mortgage assistant includes:

Credit knowledge (mortgages)
Mandarin and Cantonese language is an required
The successful candidate must be flexible to work evenings and weekends if required by the business
Tamil language is an required
Mandarin and Cantonese is required
Ability to effectively communicate with team members at all levels

Mortgage Assistant Examples

1

Mortgage Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking for a mortgage assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for mortgage assistant
  • Deals with customer complaints and works to resolve problems through standard and non-standard means
  • Provide superior responsive service to client fax / e-mail / telephone requests
  • Provide superior responsive execution and delivery of client transactions/requests
  • Manage the Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritize for the Mortgage Specialist to read
  • Manage office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records
  • Ensure the Mortgage Specialist’s needs are proactively identified and provides required information/documents for him/her to complete duties
  • Gather and prepare material required for presentations, marketing initiatives
  • Presentations, marketing initiatives
  • Assist in scheduling interview and follow up calls for Loan Consultants and Loan Processors
  • Reviews and evaluates requests and communication and summarizes, prepares responses and/or redirects as needed
Qualifications for mortgage assistant
  • Forward thinking, root cause analysis, ability to offer a variety of solutions/resolutions
  • Mortgage underwritting experience preferred
  • Mortgage Loan Processing experience highly preferred
  • Ability to read and understand Fannie Mae and internal product guidelines
  • Creates mortgage-specific reports and documentation using MS Office Suite
  • Analyzes large amounts of data using Excel and summarizes findings
2

Mortgage Assistant Job Description

Job Description Example
Our company is growing rapidly and is hiring for a mortgage assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for mortgage assistant
  • Manages and coordinates calendars and emails
  • Coordinates travel including hotel or flight arrangements
  • Coordinates meetings by scheduling, securing location and making catering arrangements
  • Prepares the monthly reconciliation of corporate credit cards
  • Assists with departmental budget and profit and loss statements
  • Facilitates and maintains relationship between the MLO, customer, real estate agent, operations staff, insurance agent, and closing agent
  • Request disclosures
  • Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
  • Submit requests for Rapid Rescores
  • Must be able to communicate effectively with internal staff and external vendors
Qualifications for mortgage assistant
  • Ability to make recommendations or decisions that affect office operations and activities
  • Proven competency in software applications, including MS Word, Excel, Outlook, and other technology
  • Must have good verbal and written communication skills and background in application of current business English
  • Notary in the State of NY preferred
  • Notary in the State of NJ/NY preferred
  • Notary in the State of Florida preferred
3

Mortgage Assistant Job Description

Job Description Example
Our company is searching for experienced candidates for the position of mortgage assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for mortgage assistant
  • Keep abreast of policies and procedures applying to all loan types, specifically closing procedures and regulatory changes
  • Maintain regular communications with borrowers
  • Assist the Mortgage Advisor with all tasks related to loan production to include loan application and origination, coordination with processing and operations teams, and working with customers
  • Organization of mortgage application documentation
  • Scheduling appointments with clients, Realtors and vendors – help to manage Advisor’s calendar
  • Accurate and timely completion of mortgage loan applications and other documents
  • Effectively communicating and managing client timelines
  • Manage the MA's database ensuring accurate information is maintained
  • Coordinate with marketing staff for marketing projects
  • Ensure that all transactional fees are charged appropriately and consistently
Qualifications for mortgage assistant
  • Two (2) to three (3) years of sales assistant experience preferred
  • PC skills to include Microsoft Word, Excel, and Outlook
  • Ability to handle pressure and work independently
  • Mortgage experience with understanding of required documents
  • Knowledge of banking products to cross-sell
  • Experience with any mortgage loan origination software
4

Mortgage Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of mortgage assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for mortgage assistant
  • Ensure that Client Service standards are followed
  • Ensure that communication to clients is clear and consistent
  • Meet with Senior Manager, Self-Directed to ensure that objectives are being met
  • Act as resource and reference person for other areas
  • Challenge all tasks related to the position in efforts to improve streamline, automate and possible eliminate
  • Ensure all work is posted and completed within CWT policies and procedures
  • Supervise and cross train area staff
  • Complete annual performance reviews
  • Act as first point of contact for the Mortgage Administration team
  • Responsible for working closely with area staff through daily communication/regular staff meetings
Qualifications for mortgage assistant
  • Must have previous sales and customer service experience
  • Must have the ability to travel to different Bank and Customer locations to perform loan closings
  • Must be registered or be able to register with the Nationwide Mortgage Licensing System (NMLS)
  • Previous experience in residential mortgage originations is preferred
  • Must have the ability to resolve problems quickly and independently
  • Experience with Point software preferred
5

Mortgage Assistant Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of mortgage assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for mortgage assistant
  • Very strong administrative and organizational skills with the ability to prioritize and meet deadlines
  • Client focused with strong customer service experience
  • Strong knowledge of Mortgage Documentation
  • Completes various reports, review reports to verify integrity of information provided on reports
  • Organizes, prepares and remits documentation for imaging
  • Delivering WOW service as the first point of contact for the branch, greeting visitors and handling inbound calls in a professional, friendly manner
  • Making guests feel welcome in the office and informing Loan Officer or Loan Partners of the arrival of their appointments
  • Assist with maintaining the office, ordering supplies, stocking the kitchen area, keeping the office and areas neat and tidy
  • Assisting Loan Officers and Loan Partners with the loan files by ordering appraisals, VOEs, tax transcripts, as needed for loan files
  • Follow up on ordered items as needed and communicating status or concerns to Loan Officer or Loan Partners
Qualifications for mortgage assistant
  • Must be organized to keep track of inventory
  • At least 4 years of experience in fast paced Administrative Assistant position, preferably within a large corporate environment
  • Ability to manage multiple tasks/projects and meet deadlines
  • Experience with entering information into Web enabled software
  • Maintain thorough documentation of investigations performed
  • Prior mortgage product experience is a plus

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