Mortgage Operations Support Assistant

This hybrid role supports mortgage production teams with documentation, member follow-up, and loan-processing coordination to help ensure accurate and timely loan origination in Pensacola.

Schedule

• Day shift, Monday to Friday
• 8:30 am to 5:00 pm
• Hybrid (at least 3 days a week in office)

Responsibilities

• Support new loan setup through document indexing, validation, and mortgage system updates
• Conduct member follow-up regarding outstanding documentation and loan status
• Maintain accurate notes, contact histories, and action items in mortgage databases
• Review daily production reports and complete related follow-up actions
• Prepare production reports and provide administrative support to mortgage operations teams

Qualifications

• 6+ months of relevant work experience
• High School Diploma or GED
• Experience using Microsoft Word, Excel, and multiple computer applications
• Strong verbal and written communication skills
• Strong organizational, problem-solving, and customer service skills
• Ability to work accurately with numbers and documentation
• Ability to interact professionally with members, management, vendors, and internal teams

Skills

• Experience in Mortgage Operations, Banking, Financial Services, or Customer Service
• Prior experience in Mortgage Lending or Loan Origination
• Familiarity with Mortgage products, policies, and procedures
• Experience with Mortgage lending systems and databases
• Previous experience mentoring or training team members