Mortgage Origination Specialist

Lenmar Consulting Inc; Phoenix (AZ); On-site; USD 40,000 - 50,000; Full time

Job summary

A consulting firm in Phoenix, AZ is seeking an Order Services Specialist to manage documentation for Title and Homeowner's Insurance. The role involves ordering, tracking, and confirming receipt of necessary documents to support Loan Processors. Candidates should have 1–2 years of experience in loan processing and possess excellent communication and organizational skills. The position requires meticulous attention to detail to ensure accurate documentation and timely processing.

Qualifications

• 1–2 years of loan processing, support, or mortgage origination experience.
• Strong organizational skills and ability to manage multiple orders.
• High attention to detail and accurate documentation.

Responsibilities

• Place Title and Homeowner’s Insurance orders when loans are ready for processing.
• Monitor outstanding orders and follow up directly with title companies and insurance agents.
• Confirm receipt of documents and ensure they are uploaded and indexed correctly.

Skills

Excellent phone communication

Written communication skills

Organizational skills

Attention to detail

Job description

Phoenix, AZ - On site min 3 days a week and they will need a working home computer and/or laptop.

Zoom interviews for the first round and likely the 2nd round.

The Order Services Specialist is responsible for promptly ordering, tracking, and confirming receipt of Title and Homeowner/Hazard Insurance documentation. This role supports the Loan Processor by ensuring all required third‑party documents are requested, monitored, and properly documented in the system. Once documents are received, responsibility shifts to the Loan Processor for review and condition clearing. This position helps improve processing times, reduce delays, and maintain clear separation of duties.

Key Responsibilities

• Place Title and Homeowner’s Insurance orders when loans are ready for processing.
• Enter third‑party vendor or agent contact details in the system.
• Request necessary documentation (Title Commitment, CPL, E&O, Proof of Good Standing, Wire Instructions, Insurance policies).
• Monitor outstanding orders and follow up directly with title companies and insurance agents.
• Escalate delayed or stalled orders as needed.
• Confirm receipt of documents and ensure they are uploaded and indexed correctly in the system.
• Keep accurate, auditable records and update order status in the system.
• Collaborate with Loan Processors and Mortgage Specialists for additional information or issue resolution.
• Document and elevate unresolved issues per procedures.

Required Qualifications

• 1–2 years of loan processing, support, or mortgage origination experience.
• Excellent phone and written communication skills.
• Strong organizational skills and ability to manage multiple orders.
• High attention to detail and accurate documentation.

Preferred Qualifications

• Experience in mortgage originations, operations, order services, or vendor management.
• Analytical and problem‑solving skills.
• Ability to work in a fast‑paced, change‑driven environment.
• Experience with complex loan transactions.
• Exposure to quality assurance, compliance, or regulatory processes.