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Mortgage assistant vs mortgage specialist

The differences between mortgage assistants and mortgage specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a mortgage assistant and a mortgage specialist. Additionally, a mortgage specialist has an average salary of $38,757, which is higher than the $33,961 average annual salary of a mortgage assistant.

The top three skills for a mortgage assistant include data entry, mortgage loans and loan applications. The most important skills for a mortgage specialist are customer service, residential mortgage loans, and origination.

Mortgage assistant vs mortgage specialist overview

Mortgage AssistantMortgage Specialist
Yearly salary$33,961$38,757
Hourly rate$16.33$18.63
Growth rate-3%-3%
Number of jobs5,14726,471
Job satisfaction--
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 55%
Average age4242
Years of experience44

What does a mortgage assistant do?

A mortgage assistant, sometimes referred to as a loan officer assistant, works directly with clients and members of the office to meet set organization goals. Their key responsibilities include reviewing loan applications, preparing letters for credit for clients, offering administrative support to supervising loan officers, and providing customer service to clients. They are also required to use computer programs to track loan processing and billing. This role requires customer service experience and knowledge of relevant computer software.

What does a mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Mortgage assistant vs mortgage specialist salary

Mortgage assistants and mortgage specialists have different pay scales, as shown below.

Mortgage AssistantMortgage Specialist
Average salary$33,961$38,757
Salary rangeBetween $26,000 And $43,000Between $29,000 And $51,000
Highest paying CityRockville, MDOakland, CA
Highest paying stateWest VirginiaWashington
Best paying companyDFCU FinancialCiti
Best paying industryProfessionalFinance

Differences between mortgage assistant and mortgage specialist education

There are a few differences between a mortgage assistant and a mortgage specialist in terms of educational background:

Mortgage AssistantMortgage Specialist
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Mortgage assistant vs mortgage specialist demographics

Here are the differences between mortgage assistants' and mortgage specialists' demographics:

Mortgage AssistantMortgage Specialist
Average age4242
Gender ratioMale, 21.6% Female, 78.4%Male, 39.3% Female, 60.7%
Race ratioBlack or African American, 12.0% Unknown, 4.4% Hispanic or Latino, 13.7% Asian, 7.9% White, 61.5% American Indian and Alaska Native, 0.4%Black or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between mortgage assistant and mortgage specialist duties and responsibilities

Mortgage assistant example responsibilities.

  • Review HUD-1 for accuracy and to make sure it is within the RESPA guidelines. ''
  • Re-Disclose file per RESPA guidelines when require.
  • Well verse in first and second mortgage options and reverse mortgages with FHA.
  • Prepare HMDA data for deny and withdrawn loans to be submit to compliance officer for audit
  • Perform moderately complex loan calculations, satisfy underwriters' conditions, review HUD1, prepare files for HMDA.
  • Conduct research on mortgage documents such as HUD, title, homeowner s insurance policy, and flood policy.
  • Show more

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Mortgage assistant vs mortgage specialist skills

Common mortgage assistant skills
  • Data Entry, 16%
  • Mortgage Loans, 13%
  • Loan Applications, 9%
  • Origination, 8%
  • Excellent Organizational, 6%
  • Customer Service, 6%
Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

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