Mortgage Operations Specialist

Primary Residential Mortgage; Town of Florida (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Primary Residential Mortgage in the United States is seeking an Operations Assistant to support loan file processing from application through funding. You will assist in document review, file organization, and ensure accurate entry of branch and referral sources.

You will monitor loan locks, manage the Blend à Encompass queue, ensure RESPA timelines, and support management with project coordination and expense reporting. Strong attention to detail and solid MS Office skills are essential.

Qualifications

• Previous mortgage or title experience.
• Basic reading, writing, and arithmetic skills.
• Strong attention to detail.
• Strong written and oral communication skills.
• Ability to handle difficult situations with branches/divisions.
• Ability to multi-task and manage time efficiently.
• Knowledge of Microsoft Office applications.
• Familiarity with accounting terms and procedures (e.g. debits, credits, General Ledgers).

Responsibilities

• Guide loan files from initial application through processing, underwriting, closing, and funding.
• Performs miscellaneous administrative tasks in support of the operational team.
• Assists in reviewing documents for accuracy and completeness.
• Assists in file structure and ensuring Branch/Self gen + referral sources are entered correctly.
• Monitors locks and ensures expirations do not occur.
• Monitors the Blend à Encompass queue so that ECOA decisions can be made in a timely manner.
• Assists in ensuring all RESPA disclosure timelines are met.
• Coordinates general operational projects such as Horizon Migration for the LOS.
• Evaluates and refines the “Price Change” process when factors modify a file, impacting pricing.
• Assists with expense reports.
• Acts as operational assistant to management team.
• Other functions as assigned, including but not limited to: handling payroll, commission worksheets, b2b agreements, etc.

Skills

Mortgage experience

Attention to detail

Communication skills

Time management

Multi-tasking

Microsoft Office

Accounting terms

Tools

Microsoft Office

Job description

Primary Residential Mortgage in the United States is seeking an Operations Assistant to support loan file processing from application through funding. You will assist in document review, file organization, and ensure accurate entry of branch and referral sources.

You will monitor loan locks, manage the Blend à Encompass queue, ensure RESPA timelines, and support management with project coordination and expense reporting. Strong attention to detail and solid MS Office skills are essential.