Mortgage Operations Associate

About the role

Learn and support various operational functions within the mortgage process. Assist internal teams with workflow management, loan file movement, document review, and operational support tasks.

Responsibilities

• Maintain accuracy and attention to detail while managing multiple priorities and deadlines
• Communicate effectively and professionally with team members and internal departments
• Respond to requests, emails, and operational tasks in a timely manner
• Take initiative to learn systems, processes, and mortgage terminology
• Adapt to changing business needs and support teams where needed
• Ask questions, seek guidance, and actively participate in training and development opportunities
• Work independently while maintaining collaboration with leadership and peers
• Maintain organization and efficiency in a high-volume environment
• Support operational goals, service level expectations, and departmental productivity standards
• Demonstrate professionalism, accountability, and a strong work ethic daily
• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines
• Act within delegated authorities and adhere to applicable policy and procedures associated with such authorities
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth
• Ensure every action and decision is aligned with company values
• Partner with your management team to understand performance expectations and measurements
• Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role
• Realize team synergies through networking and partnerships across the organization
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs
• Take ownership of problems and issues, taking into consideration the breadth of company competencies in providing solutions
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
• Work effectively as a team contributor on all assignments
• Perform quality work within deadlines
• Respect client and employee privacy

Requirements

• Strong communication and interpersonal skills
• Ability to multi-task and manage competing priorities
• Strong organizational skills and attention to detail
• Self-motivated with the ability to work independently
• Eagerness to learn and grow within the mortgage industry
• Ability to adapt quickly in a fast-paced environment
• Positive attitude and team-oriented mindset
• Strong problem-solving and critical thinking skills
• Ability to ask questions and seek clarification when needed
• Proficiency with Microsoft Office applications (Word, Excel, Outlook, etc.)
• Ability to communicate clearly and effectively, utilize a computer, and maintain a work schedule
• Physical attendance in a defined office space may be required to maintain and ensure secure privacy of borrower and other protected information
• Compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as company policies
• Ability to work extended hours may be required

Qualifications

• Previous office, customer service, operations, or administrative experience preferred
• Mortgage industry experience is a plus but not required

Supervisory Responsibilities

This position has no supervisory responsibilities.