Mortgage Operations Specialist

Susser Bank; Arlington (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Susser Bank in Arlington, TX is seeking a Mortgage Operations Specialist to provide cross-functional support across the mortgage department. You will assist with loan delivery, disclosures, rate lock, processing, closing, post-closing, HMDA review, QC, and operational initiatives.

The role requires 1–3 years in mortgage or related operations, a degree in business/finance/banking, and strong problem solving with attention to detail.

Qualifications

• Associate's or Bachelor's degree in Business, Finance, Banking, or related field.
• 1–3 years of mortgage, banking, financial services, or related operations experience preferred.
• Equivalent experience considered.

Responsibilities

• Provide operational support across multiple mortgage functions as assigned.
• Serve as backup support for key operational positions during absences, vacations, staffing transitions, or volume surges.
• Assist with loan file review and condition clearing to facilitate timely loan progression.
• Support disclosure desk activities including document preparation, tracking, and compliance-related reviews.
• Assist with rate lock desk functions including lock requests, lock extensions, and exception tracking.
• Support loan closing activities including document review, balancing, funding preparation, and post-closing follow-up.
• Assist with post-closing and secondary marketing activities including loan delivery and investor documentation.
• Perform HMDA data review and quality control activities to ensure data accuracy and completeness.

Skills

Critical thinking

Problem solving

Attention to detail

Time management

Communication

Team player

Self-starter

Adaptability

Learning agility

Education

Associate's or Bachelor's degree in Business/Finance/Banking or related field

Tools

Microsoft Office

Job description

Operations Center
Arlington, TX 76015, USA

Description

Position Summary

The Mortgage Operations Specialist provides cross-functional support across the mortgage department to ensure operational efficiency, service quality, and business continuity. This role serves as a versatile team member capable of supporting multiple functional areas including loan delivery, disclosures, lock desk activities, processing, closing, post-closing, HMDA review, quality control, and operational initiatives as business needs dictate. This individual serves as a key resource during employee absences, staffing transitions, volume fluctuations, special projects, and operational backlogs.

The successful candidate will possess strong critical thinking skills, sound judgment, and the ability to quickly learn, retain, and apply new concepts across multiple mortgage disciplines. The ideal candidate is highly adaptable, detail-oriented, organized, and capable of transitioning between responsibilities while maintaining a high degree of accuracy and customer service. Success in this role requires a proactive approach to problem-solving, a willingness to learn new processes and technologies, and the ability to effectively support a variety of operational functions within a fast-paced mortgage environment.

Primary Duties and Responsibilities

• Provide operational support across multiple mortgage functions as assigned.
• Serve as backup support for key operational positions during employee absences, vacations, staffing transitions, or volume surges.
• Assist with loan file review and condition clearing to facilitate timely loan progression.
• Support disclosure desk activities including document preparation, tracking, and compliance-related reviews.
• Assist with rate lock desk functions including lock requests, lock extensions, and exception tracking.
• Support loan closing activities including document review, balancing, funding preparation, and post-closing follow-up.
• Assist with post-closing and secondary marketing activities including loan delivery and investor documentation.
• Perform HMDA data review and quality control activities to ensure data accuracy and completeness.
• Monitor assigned pipelines and identify loans requiring additional attention or escalation.
• Participate in quality control initiatives and process improvement efforts.
• Assist with department reporting, workflow monitoring, and operational metrics.
• Support implementation of new products, procedures, technologies, and regulatory changes.
• Participate in special projects and cross-functional initiatives as assigned.
• Maintain current knowledge of mortgage products, compliance requirements, investor guidelines, and internal procedures.

Secondary Duties in Position

• Assist with training and onboarding activities.
• Document procedures and workflow processes.
• Participate in departmental meetings and planning sessions.
• Provide recommendations for operational efficiencies and process improvements.
• Perform administrative and operational duties as assigned.

Education and Experience Required

• Associate's or Bachelor's degree in Business, Finance, Banking, or related field.
• One to three years of mortgage, banking, financial services, or related operations experience preferred.

Equivalent Experience Considered

• Candidates with strong analytical abilities, demonstrated learning agility, and professional experience in environments requiring multi-tasking, problem-solving, and process management will be considered regardless of prior mortgage experience.

Skills and Abilities Required

• Exceptional ability to learn and retain new information quickly.
• Strong critical thinking and problem-solving skills.
• Ability to adapt and transition between multiple responsibilities throughout the day.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Ability to manage competing priorities in a fast-paced environment.
• Self-starter with the ability to work independently.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office applications and business software platforms.
• Ability to identify issues, research solutions, and elevate appropriately when necessary.
• Team-oriented mindset with a willingness to assist wherever needed.

Susser Bank is an equal opportunity employer.Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Susser Bank participates in E-Verify.

Qualifications

Behaviors

Preferred

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Dedicated

Devoted to a task or purpose with loyalty or integrity

Motivations

Goal Completion

Inspired to perform well by the completion of tasks

Growth Opportunities

Inspired to perform well by the chance to take on more responsibility

Self-Starter

Inspired to perform without outside help

Education

Associates or better.

Experience

Preferred

1-3 years:

Mortgage, banking, financial services or related operations experience preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.