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

• 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
• 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

Qualifications

• 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.)

Requirements

• Previous office, customer service, operations, or administrative experience preferred
• Mortgage industry experience is a plus but not required
• Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.
• To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space (i.e., branch or corporate office location).
• Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies.
• The ability to work extended hours may be required.
• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres 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 PRMI 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 at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• 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 PRMI 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.