Administrative Assistant

Suna Solutions; Bellevue (WA); On-site; USD 52,000 - 70,000; Full time

Job summary

Suna Solutions is seeking a Branch Administrative Assistant III to provide comprehensive administrative and operational support in a busy Bellevue branch. The role covers customer service, loan file handling, reporting, document management, and scheduling to keep the branch running smoothly.

The ideal candidate is highly organized, proactive, and capable of juggling multiple priorities with minimal supervision, while maintaining confidentiality and professional client interaction.

Qualifications

• High school diploma or equivalent preferred.
• Minimum of four years of experience in an administrative assistant or related role.
• Mortgage lending/finance background strongly preferred.
• Typing speed 60–70 words per minute.
• Proficiency with MS Word, Excel, and PowerPoint.

Responsibilities

• Provide high-level administrative support to Processors, including special projects and mortgage-related documentation.
• Order and track items (insurance docs, 4506 forms, appraisals, title/escrow docs).
• Complete loan file audits for accuracy and compliance with record-retention procedures.
• Reconcile files and handle cancellations and record maintenance as needed.
• Print and mail disclosure documents and coordinate with escrow companies.

Skills

Typing speed 60-70 wpm

Customer service

Excellent communication

Strong organizational skills

Discretion and confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

We are seeking a highly organized and detail-oriented Branch Administrative Assistant III to provide comprehensive administrative and operational support within a busy branch office.

This role is responsible for a broad range of administrative functions, including customer service, loan file support, research, reporting, document management, supply coordination, scheduling, and general office operations. The ideal candidate is proactive, professional, highly organized, and comfortable managing multiple priorities with minimal supervision.

Key Responsibilities

• Provide high-level administrative and clerical support to Processors, including special projects, basic reports, and mortgage-related documentation.
• Order and track required items such as insurance documents, condominium certificates, 4506 forms, FHA case numbers, LDP/GSA searches, CAIVRs, bond program items, subordination agreements, verifications, appraisals, and title and escrow documents.
• Complete loan file audits to ensure accuracy, completeness, and compliance with required record-retention procedures.
• Reconcile files and take appropriate action when needed, including file cancellations and record maintenance.
• Print and mail disclosure documents.
• Communicate with escrow companies regarding trailing items, track outstanding documentation, and follow up until all required documents are received.
• Monitor, reconcile, and resolve discrepancies related to appraisal and credit report invoices.
• Provide administrative support to the Branch Manager and Branch Operations Manager as needed.
• Answer incoming calls professionally, provide information, and route callers to the appropriate team members.
• Receive, sort, log, and distribute incoming mail and packages according to branch procedures.
• Assist with preparing and distributing mailings.
• Maintain office supply inventory, place and expedite orders, and verify receipt of supplies.
• Partner with the IT Helpdesk to troubleshoot basic office technology issues.
• Perform general office support duties, including photocopying, faxing, filing, and mail distribution.
• Prepare copies and other materials for meetings and marketing campaigns.
• Help maintain a clean, organized, and comfortable office environment.
• Compose, type, and distribute correspondence and memos.
• Coordinate meetings, events, and conferences with cross-functional teams, including preparing agendas and arranging meeting facilities.
• Create and update forms and processes to improve file flow and office efficiency.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent preferred.
• Minimum of four years of experience in an administrative assistant or related role.
• Previous experience in mortgage lending, finance, or a similar industry strongly preferred.
• Experience processing or originating loans is highly desirable.
• Typing speed of 60–70 words per minute.
• Strong commitment to delivering exceptional customer service.
• Excellent diplomacy, tact, discretion, and confidentiality.
• Professional and patient approach when interacting with internal and external customers.
• Proficiency with data entry and Microsoft Word, Excel, and PowerPoint.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent verbal and written communication skills, including strong spelling, grammar, and punctuation.
• Self-motivated, dependable, and highly detail-oriented.
• Strong ethical standards and commitment to professional values.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.

REQUESTING AN ACCOMODATION

Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

PAY TRANSPARENCY POLICY STATEMENT

Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington as set forth below.