Mortgage Branch Admin Specialist

Open Systems Technologies; Bellevue (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

Open Systems Technologies is seeking an administrative assistant to provide clerical support to mortgage processors, conduct file audits, and handle disclosure logistics in a fast-paced office environment.

The role requires strong data entry, customer service, and MS Office skills, with experience in mortgage lending preferred. Expect collaboration with branch leadership and coordination of mail and meetings.

Qualifications

• High school diploma or equivalent with 4+ years admin experience.
• Mortgage lending or finance background preferred.
• Experience processing loans is helpful.
• Typing speed 60–70 wpm stated above.
• Excellent customer service and confidentiality required.

Responsibilities

• Provide clerical support to Processors and assist with special projects.
• Complete loan file audits and reconcile files with actions.
• Print and mail disclosure documents.
• Coordinate with escrow for trailing items and follow up.
• Monitor and resolve appraisal and credit report invoice discrepancies.
• Support Branch Manager and Branch Operations Manager as needed.
• Answer incoming calls with courteous service and routing as needed.
• Sort and distribute incoming mail and packages; log all packages.
• Assist in preparing mailings for campaigns and deliveries.
• Maintain office supplies inventory and reorder as needed.
• Assist IT helpdesk with basic office tech issues.
• Perform general clerical duties including photocopying, faxing, filing.
• Prepare meeting materials and deliverables for meetings.
• Coordinate events and meetings with cross-functional teams.
• Create and update forms for file flow and efficiency.
• Perform other duties as assigned.

Skills

Typing 60-70 wpm

Customer service

Data entry

MS Office

Multitasking

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Job description

Open Systems Technologies is seeking an administrative assistant to provide clerical support to mortgage processors, conduct file audits, and handle disclosure logistics in a fast-paced office environment.

The role requires strong data entry, customer service, and MS Office skills, with experience in mortgage lending preferred. Expect collaboration with branch leadership and coordination of mail and meetings.