Mortgage Branch Admin Pro

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

Job summary

Suna Solutions seeks an organized Branch Administrative Assistant III to support a busy branch office in Bellevue, WA. You will handle clerical tasks, loan-related documentation, and responsive customer service while coordinating meetings and maintaining filing accuracy.

The role requires four years of administrative experience, strong data entry and MS Office skills, and a professional, discreet approach to sensitive financial information.

Qualifications

• High school diploma or equivalent preferred.
• Minimum of four years of experience in an administrative assistant or related role.
• Mortgage lending/finance experience strongly preferred.
• Experience processing or originating loans is desirable.
• Typing speed of 60–70 wpm.
• Strong commitment to delivering exceptional customer service.
• Excellent diplomacy, tact, discretion and confidentiality.
• Professional and patient approach with internal and external customers.
• Self-motivated, dependable, and highly detail-oriented.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills, including spelling, grammar, and punctuation.

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.

Skills

MS Word

MS Excel

MS PowerPoint

Data entry

Customer service

Education

High school diploma

Job description

Suna Solutions seeks an organized Branch Administrative Assistant III to support a busy branch office in Bellevue, WA. You will handle clerical tasks, loan-related documentation, and responsive customer service while coordinating meetings and maintaining filing accuracy.

The role requires four years of administrative experience, strong data entry and MS Office skills, and a professional, discreet approach to sensitive financial information.