Mortgage Branch Administrative Specialist

Suna Solutions

Bellevue (WA)

On-site

USD 52,000 - 70,000

Full time

3 days ago
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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

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.

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