Mortgage Operations Specialist
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Job Description
Mortgage Operations Specialist performing loan opening duties and coordinating with the Senior VP of Lending. Ensuring smooth borrower experience and timely loan processing within a remote work environment.
Responsibilities:
- Performing loan opening duties for the branch, including ordering required third‑party documentation and preparing files for transfer to processing.
- Providing dedicated support to the Senior VP of Lending by serving as a primary point of contact after application, managing borrower, agent, and third‑party communications.
- Coordinating documentation, monitoring milestones, supporting closing activities, and assisting with post‑closing client care.
- Reviewing loan files to ensure accuracy and compliance with company policy and regulatory requirements.
- Ordering and managing required third‑party services and verifications for the branch.
- Coordinating mortgage transactions for the Senior VP of Lending by serving as a primary point of contact for borrowers, agents, title companies, and internal teams.
- Sending introduction emails to borrowers and real estate agents outlining primary contacts and outstanding documentation needs.
- Supporting loan processing by proactively collecting required documentation.
- Providing timely milestone updates to agents and coordinating scheduling of closings as appropriate.
- Facilitating timely loan closings by working directly with title companies and borrowers on refinances, second mortgages, and other purchase closings.
- Preparing and delivering closing preparation communications to borrowers.
Requirements:
- High School diploma or equivalent.
- A minimum of 4 years of residential mortgage/industry experience.
- Experience with RESPA regulations.
- Encompass experience.
- Experience with mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
- Excellent analytical skills, with attention to detail to prevent processing delays, compliance issues, closing problems, and poor borrower experience.
- Excellent prioritization and time management skills.
- Proficient in Microsoft Office & Windows.
- Proficient in DU, LP.
- Commitment to learning additional tasks and growing in the position.
Benefits:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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