Mortgage Operations Support Assistant
Tandym Group · Winchester, VA · 1 wk ago
AccountingTemporary
This hybrid role combines customer service, administrative support, and loan tracking to help ensure accurate and timely mortgage processing in a financial-services setting.
About the Opportunity
Schedule: Monday through Friday (hybrid, 3 days onsite per week), 8:30 AM to 5:00 PM local time.
Responsibilities
- Support new loan setup by indexing documents, validating information, and updating mortgage systems.
- Follow up with members regarding outstanding documentation and loan status.
- Maintain accurate notes, contact histories, and action items in mortgage databases.
- Review daily production reports and complete appropriate follow-up actions.
- Collaborate with mortgage loan officers, processors, closers, vendors, and government agencies to resolve discrepancies and maintain compliance.
Qualifications
- High school diploma or equivalent.
- Strong attention to detail and ability to work accurately with numbers and documentation.
- Experience using Microsoft Word, Excel, and multiple computer applications.
- Strong verbal and written communication skills.
- Strong organizational and problem-solving abilities.
- Ability to interact professionally with members, management, vendors, and internal teams.
- Ability to exercise initiative and sound judgment.
- Ability to navigate multiple systems and adapt to new technologies.
- Strong customer service and follow-up skills.
Desired Skills
- Associate’s and/or Bachelor’s Degree.
- Experience in Mortgage Operations, Banking, Financial Services, or Customer Service.
- Prior experience in Mortgage Lending and/or Loan Origination.
- Familiarity with mortgage products, policies, and procedures.
- Experience with mortgage lending systems and databases.
- Previous experience mentoring or training team members.