Operations Assistant

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

• Guide loan files seamlessly 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.

Qualifications

• Previous mortgage or title experience
• Basic reading, writing, and arithmetic skills
• Strong attention to detail
• Strong communication skills, both written and oral
• Ability to effectively and professionally handle difficult situations that may arise when working 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, etc.)

Preferences

• Excellent communication and customer service skills
• Strong attention to detail and organization skills
• Self-motivation and ability to work well with a team

Company Conformance Statement

In the performance of assigned tasks and duties all employees are expected to conform to the following:

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
• Ensure every action and decision is aligned with PRMI values.
• Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.