Mortgage Assistant Specialist

2 weeks ago

Raleigh, North Carolina, United States ZipStaff Full time
Job Overview

Position Summary: The Mortgage Assistant Specialist will collaborate closely with mortgage professionals to oversee the administrative components of the mortgage workflow. This position entails client interaction, document management, and coordination with financial institutions and other relevant parties. The ideal candidate will possess exceptional organizational abilities, meticulous attention to detail, and a proactive mindset for resolving issues.

Key Responsibilities:

  • Support mortgage professionals in gathering, organizing, and assessing client documentation, such as income verification, credit histories, and property information.
  • Prepare, review, and submit loan applications to financial institutions, ensuring all information is accurate and complete.
  • Engage with clients to collect necessary documents, address inquiries, and provide updates regarding their mortgage application progress.
  • Coordinate with lenders, appraisers, and title agencies to ensure the efficient processing of loan applications.
  • Maintain and update client records in the brokerage's database, ensuring data integrity and confidentiality.
  • Schedule and confirm appointments for mortgage professionals, including client meetings and property evaluations.
  • Draft and distribute communications, such as emails, letters, and loan disclosures, on behalf of the mortgage professionals.
  • Assist in the preparation of mortgage-related documents, including pre-qualification and commitment letters.
  • Perform general administrative duties, such as managing phone calls, emails, and office correspondence.
  • Stay updated on mortgage products, interest rates, and industry regulations to effectively support professionals and clients.

Qualifications:

  • High school diploma or equivalent; additional education in finance, real estate, or a related field is preferred.
  • Prior experience in a mortgage, real estate, or financial services role is advantageous.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Familiarity with mortgage software (e.g., Encompass, Calyx Point) is beneficial.
  • Strong organizational skills and meticulous attention to detail.
  • Excellent communication and interpersonal abilities.
  • Capability to manage multiple tasks and work efficiently in a dynamic environment.
  • Knowledge of mortgage industry practices and regulations is desirable.

Working Conditions:

  • Office-based role with standard business hours; occasional overtime may be necessary during busy periods.
  • Competitive salary with opportunities for performance-based incentives.
  • Professional development opportunities and potential for career advancement within the organization.

Application Process: Interested candidates are encouraged to submit their resume and a cover letter outlining their qualifications and interest in the role.

Equal Opportunity Employer: ZipStaff is dedicated to fostering an inclusive and diverse workplace. We welcome applications from all qualified individuals, regardless of race, gender, disability, or background.

Powered by JazzHR

  • Mortgage Specialist

    1 day ago

    Raleigh, North Carolina, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled Mortgage Specialist to join our team at Truist Financial Corporation. As a Mortgage Specialist - Community Lending, you will be responsible for serving as a liaison between the community, local government, and local mortgage program agencies to produce low-to-moderate income mortgage loans through community...

  • Mortgage Lending Support Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Victorian Finance Full time

    Victorian Finance is seeking a dedicated Mortgage Lending Support Specialist to become an integral part of our high-performing team, assisting our mortgage loan originators in delivering exceptional service. This role demands a distinctive combination of sales acumen and customer service expertise, along with the capability to oversee loan files throughout...

  • Community Mortgage Solutions Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Truist Financial Corporation Full time

    Position Overview:As a vital member of Truist Financial Corporation, the Community Mortgage Solutions Specialist will act as a bridge between the community and various mortgage program agencies. This role is pivotal in facilitating low to moderate income mortgage loans through strategic community collaborations and housing initiatives.Key...

  • Mortgage Processing Specialist

    1 week ago

    Raleigh, North Carolina, United States Lima One Capital Full time

    Job OverviewLima One Capital is seeking a dedicated Mortgage Processing Specialist to enhance our mortgage operations. This position will concentrate on administrative responsibilities that facilitate the advancement of mortgage loans from initial application to final closing. The ideal candidate will exhibit exceptional communication abilities and a keen...

  • Client Engagement Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Primary Residential Mortgage Full time

    Job Title: Client Engagement SpecialistThe main objective of this position is to engage potential candidates interested in joining Primary Residential Mortgage by reaching out to them through direct communication.Coordinate appointments between prospective candidates and Hiring or Business Development ManagersManage and organize schedules for Business...

  • Residential Mortgage Loan Specialist

    2 weeks ago

    Raleigh, North Carolina, United States MI Homes Full time

    Job OverviewM/I Homes, a leading national home builder, is seeking a dedicated Residential Mortgage Loan Specialist to join our financing division, M/I Financial, LLC. This role is ideal for individuals looking to thrive in a supportive environment focused on new home purchases.Key ResponsibilitiesBusiness Development: Collaborate with home sales teams to...

  • Residential Mortgage Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Fidelity Bank Full time

    SUMMARY: The Mortgage Loan Officer is responsible for actively seeking new residential mortgage opportunities and promoting mortgage products to achieve set loan quality and production targets. This role collaborates with real estate agents, builders, and influential contacts to create external lead sources while also partnering with branches to enhance...

  • Community Mortgage Advisor

    2 weeks ago

    Raleigh, North Carolina, United States Truist Financial Corporation Full time

    Position Overview:The role of the Community Mortgage Specialist is pivotal in fostering connections between the community and mortgage lending opportunities. This position serves as a vital link between local government entities, community organizations, and Truist Financial Corporation to facilitate the production of mortgage loans aimed at low to moderate...

  • Mortgage Loan Originator Assistant

    4 days ago

    Raleigh, North Carolina, United States Victorian Finance Full time

    About the RoleWe are seeking a skilled Mortgage Loan Originator Assistant to join our top-producing team at Victorian Finance, LLC. As a key member of our mortgage loan origination team, you will play a critical role in supporting our mortgage loan officers in originating and processing mortgage loans.Key ResponsibilitiesLoan Package Review: Review all loan...

  • Mortgage Loan Originator Assistant

    2 weeks ago

    Raleigh, North Carolina, United States Victorian Finance Full time

    About the RoleWe are seeking a skilled Mortgage Loan Originator Assistant to join our top-producing team at Victorian Finance, LLC. As a key member of our mortgage loan origination team, you will play a critical role in supporting our mortgage loan officers in originating and processing mortgage loans.Key ResponsibilitiesLoan Package Review: Review all loan...

  • Community Mortgage Consultant

    2 weeks ago

    Raleigh, North Carolina, United States Truist Financial Corporation Full time

    Position Overview:The role of the Community Mortgage Consultant is crucial in bridging the gap between the community and various mortgage programs aimed at assisting low to moderate income individuals. This position focuses on enhancing the availability of mortgage loans through strategic partnerships and community engagement.Key Responsibilities:Lead...

  • Mortgage Financing Specialist

    1 week ago

    Raleigh, North Carolina, United States American Heritage Lending, LLC Full time

    Job OverviewAmerican Heritage Lending, LLC is a rapidly expanding organization dedicated to providing exceptional service in the mortgage industry. Our mission is to create a supportive and caring experience for families seeking financial solutions.Key ResponsibilitiesDevelop new mortgage applications through established lead sources.Establish and nurture...

  • Mortgage Loan Officer Assistant

    1 week ago

    Raleigh, North Carolina, United States TowneBank Full time

    About TowneBankTowneBank is a leading financial institution that values excellence in service, community involvement, and employee dedication. Our commitment to these principles has earned us a reputation as a trusted partner in the communities we serve.Job SummaryThe Mortgage Loan Officer Assistant plays a critical role in supporting the origination...

  • Mortgage Loan Officer Assistant

    4 days ago

    Raleigh, North Carolina, United States TowneBank Full time

    About TowneBankTowneBank is a leading financial institution that values excellence in service, community involvement, and employee dedication. Our commitment to these principles has earned us a reputation as a trusted partner in the communities we serve.Job SummaryThe Mortgage Loan Officer Assistant plays a critical role in supporting the origination...

  • Mortgage Closing Operations Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States COASTAL FEDERAL C.U. Full time

    Job Title: Mortgage Closing Operations CoordinatorDepartment: First Mortgage LendingPosition Overview: This is an in-office position.Your Role:As a Mortgage Closing Operations Coordinator, you will leverage your analytical abilities and attention to detail to review loan documentation and ensure adherence to compliance requirements. You will also support...

  • Mortgage Loan Originator

    7 days ago

    Raleigh, North Carolina, United States F.N.B. Corporation Full time

    Job Summary:This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. The successful candidate will be responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent...

  • Mortgage Financing Specialist

    1 week ago

    Raleigh, North Carolina, United States American Heritage Lending, LLC Full time

    Job OverviewAmerican Heritage Lending, LLC is a rapidly expanding financial institution dedicated to providing exceptional service to families across the United States. With a foundation established in 2008, we pride ourselves on creating a supportive and caring environment for our clients.Key ResponsibilitiesDevelop new mortgage applications through...

  • Client Support Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Essent Guaranty Full time

    Company Overview:Essent Group Ltd (NYSE: ESNT) is a Bermuda-based holding entity that, along with its subsidiaries, provides essential services to the housing finance sector. Our offerings include private mortgage insurance, reinsurance, risk management solutions, and title insurance and settlement services aimed at mortgage lenders, borrowers, and...

  • Builder Financing Specialist

    7 days ago

    Raleigh, North Carolina, United States MI Homes Full time

    Job Summary:As a Residential Mortgage Loan Originator with M/I Homes, you will be responsible for originating residential first mortgages from high-capture home builder sales leads. You will partner with our home builder to provide high-touch and financially knowledgeable loan origination services, leading to successful on-time home closings.Duties and...

  • Loan Origination Specialist

    18 hours ago

    Raleigh, North Carolina, United States NVR Full time

    About the RoleWe are seeking a highly skilled and customer-focused Loan Processor to join our team at NVR Mortgage. As a Loan Processor, you will play a critical role in ensuring a seamless and efficient home buying experience for our customers.Key ResponsibilitiesCustomer Service Expertise: Provide exceptional customer service to homebuyers, maintaining...