Mortgage Data Entry Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 20,664 - 34,440; Full time

Benefits offered by this job

Performance bonuses

Clear growth path

Job summary

A financial services company seeks a Mortgage Data Entry Assistant to support the team in entering and maintaining applicant information. The role focuses on ensuring data accuracy and compliance before underwriting review. Responsibilities include managing mortgage-related data, validating documents, and coordinating with loan officers. Ideal candidates should have strong typing skills, attention to detail, and proficiency in Excel. Entry-level compensation and clear growth opportunities are offered.

Qualifications

• Fast and accurate typing skills with excellent attention to detail.
• Strong understanding of data entry best practices.
• Basic knowledge of mortgage processes is a plus.

Responsibilities

• Enter applicant information into mortgage systems.
• Verify accuracy and completeness of documents before submission.
• Update records and track changes.
• Coordinate with loan officers for clarity on details.
• Maintain organized digital files and follow data-handling procedures.
• Generate basic data reports for teams as required.

Skills

Fast and accurate typing skills

Attention to detail

Data entry best practices

Proficiency in Excel/Sheets

Ability to manage repetitive tasks

Tools

CRM systems

LOS systems

Job description

4 days ago Be among the first 25 applicants

Job Overview

We’re hiring a Mortgage Data Entry Assistant to support the mortgage team by entering, reviewing, and maintaining large volumes of applicant information. This role ensures all mortgage-related data is accurate, complete, and compliant before underwriting review.

Responsibilities

• Enter applicant information (income, employment, identity, property details) into mortgage systems.
• Verify accuracy and completeness of documents before submission.
• Update records, correct inconsistencies, and track changes.
• Coordinate with loan officers and processors to clarify missing or unclear details.
• Maintain organized digital files and follow strict data-handling procedures.
• Generate basic data reports for teams as required.

Requirements

• Fast and accurate typing skills with excellent attention to detail.
• Strong understanding of data entry best practices.
• Basic knowledge of mortgage processes is a plus.
• Proficiency in Excel/Sheets and CRM or LOS systems.
• Ability to work independently and manage repetitive tasks.

Compensation

• Entry-level hourly or salary compensation.
• Performance bonuses may apply for accuracy and speed metrics.
• Clear growth path into Loan Processing, Underwriting Support, or Operations roles.

Credit Score Requirement

Due to handling sensitive mortgage financial data, applicants must complete a standard background check and credit score verification before interviews.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.