Mortgage Operations Specialist

About the role

This position provides administrative and operational support by preparing mortgage loan documents for processing. The role prepares and delivers initial disclosures and re-disclosures to customers, orders mortgage services such as appraisals and titles, and gathers necessary documentation to ensure all loan transaction requirements are met before moving the loan to processing. Effective communication with all parties involved in the mortgage loan transaction is required.

Responsibilities

• Loan Preparation: Initiates mortgage services to complete loan packages; prepares and delivers initial disclosures and re-disclosures to appropriate parties; identifies deficiencies and contacts the appropriate party for resolution.
• Documentation: Reviews prepared loan documentation to ensure thoroughness, accuracy, and adherence to standards, including completion of a quality review; follows up on all outstanding documentation to move loans to the processing pipeline.
• Communication: Coordinates with all parties involved in the mortgage loan transaction to complete set milestones.
• Service Level Agreements: Responsible for multi-tasking between queues in order to meet internal and regulatory timelines.

Position-Specific Skills

• Ability to handle escalations in a timely fashion
• Mortgage Loan or Mortgage Products knowledge
• Customer service skills
• Organization skills
• Risk Mitigation
• Detail oriented
• Communication (Written and Verbal)

Requirements

• High School Diploma or GED
• 1 year of experience in Banking or Mortgage processing