Mortgage Operations Assistant

What You’ll Do

• Aid with accounting and operational support tasks
• Run monthly commissions and track expenses
• Manage Purchase Clearing and Funding Clearing
• Handle Purchase Advises and Warehouse Settlement responsibilities
• Review loan files and closing packages for accuracy and completeness
• Verify prior-to-closing conditions have been satisfied
• Verify fees, charges, and settlement figures for accuracy and compliance
• Balance funding figures with title/closing agents
• Coincoperate with warehouse banks to order and transfer closing funds
• Communicate with loan officers, processors, and closing agents throughout the funding process
• Assist with post-closing corrections and audit support as needed
• Maintain organized records and ensure deadlines are met

Ideal Candidate Traits

• Detail-oriented and process-driven
• Independent and proactive
• Team-focused with a positive attitude
• Able to identify and resolve issues efficiently
• Comfortable working behind the scenes in a support-focused role

Requirements

• Prior accounting, bookkeeping, mortgage operations, funding, or closing experience preferred
• Mortgage industry experience strongly preferred
• Strong attention to detail and organizational skills
• Comfortable working with numbers, spreadsheets, and financial documentation
• Experience with accounting software, CRM systems, or mortgage software is a plus
• Ability to multitask and prioritize in a deadline-driven environment
• Strong communication and problem-solving skills
• Self-motivated and able to work independently
• Dependable with consistent attendance and follow-through
• Basic proficiency in Microsoft Office, spreadsheets, and email

Benefits

• Supportive team culture and mentorship
• On-the-job training and continued learning opportunities
• 401(k) match
• PTO accrual
• Paid holidays
• Health insurance