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Top 50 Mortgage Assistant Skills

Below we've compiled a list of the most important skills for a Mortgage Assistant. We ranked the top skills based on the percentage of Mortgage Assistant resumes they appeared on. For example, 31.0% of Mortgage Assistant resumes contained Loan Portfolio as a skill. Let's find out what skills a Mortgage Assistant actually needs in order to be successful in the workplace.

These are the most important skills for a Mortgage Assistant:

1. Loan Portfolio

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high Demand
Here's how Loan Portfolio is used in Mortgage Assistant jobs:
  • Earned promotions into increasingly responsible roles and developed valuable experience managing client relationships and growing the loan portfolio and deposit accounts.
  • Managed loan portfolio through modification, assisting customers in preparation of application package.

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2. Loan Applications

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high Demand
Here's how Loan Applications is used in Mortgage Assistant jobs:
  • Detail oriented reviewing loan applications for completeness, review incoming documentation verifying assets, income and employment.
  • Review mortgage loan applications and procure necessary supporting documentation in accordance with established Fannie Mae requirements.
  • Reviewed credit and loan applications for loan availability.
  • Submit loan applications with recommendation for loan approval.
  • Evaluate loan applications and all supporting documentation.
  • Reviewed initial mortgage loan applications for completeness.
  • Review loan applications and their documentation in a timely and thorough manner, per LNADM National Default standard operating procedures.
  • Processed loan applications when needed as well as updated and maintained weekly and monthly service reports.
  • Served as a contact person for customers to help resolve issues/difficulties regarding their loan applications.
  • Promoted to lead person and responsible for training new employees on inputting loan applications.
  • Processed mortgage loan applications according to established law's, guidelines and requirements.
  • Tracked loan applications through to completion to ensure timely closure and funding.
  • Review loan applications and completed loan closing packages for accuracy.
  • Follow up and research of borrower loan applications.
  • Interacted with clients and processed loan applications.
  • Assisted in completing loan applications.
  • Applied loan processing knowledge to assisting high-volume and caliber Mortgage Banking Officers with pre-qualifying and evaluating loan applications and prospects.
  • Review and verify borrowers' property appraisals, title insurance, homeowners insurance information to prepare loan applications for Closing submittal.
  • Served in dual roles, handling day to day operation of office; managed loan applications through entire lifecycle.
  • Obtain mortgage loan applications from referral sources from: bank branch customers, existing clients and realtors.

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2 Loan Applications Jobs

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3. Customer Service

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high Demand
Here's how Customer Service is used in Mortgage Assistant jobs:
  • Provided exceptional customer service to clients in gathering documentation and underwriting requirement for loan approvals.
  • Worked closely with Loan officer to provide excellent customer service and loan application experience.
  • Provided expedient service cited as a key to consistently high customer service satisfaction.
  • Provide exceptional customer service to both internal and external customers.
  • Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service.
  • Key Results: - Developed an evaluation process to measure customer service and employee work flow.
  • Demonstrate high level of customer service and make a special impact on all customers.
  • Managed office operations, including customer service and management of files and records.
  • Resolved customer service issues regarding loans that were on hold and denied.
  • Provide customer service to all customers (loans and deposit side).
  • Provide a high level of customer service to both internal and external customers
  • Answered inbound calls and transferred to sales team with excellent customer service.
  • Processed all commercial loans and payments, customer service.
  • Acted as customer services representative to high net-worth clients.
  • Display professional customer service, and collections.
  • Ensured high customer service by providing basic transactional services, processing incoming mail and accounting for accuracy and balancing daily.
  • Provided quality assistance with clients and third parties always focusing on exceptional customer service and people skills.
  • Provide excellent customer service for borrowers by keeping them updated throughout the loan process .
  • Provided excellent customer service to insure that loan closed smoothly.
  • Managed the consultants office including data base management, customer service and sales interactions.

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4. Financial Statements

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Here's how Financial Statements is used in Mortgage Assistant jobs:
  • Document verification and document collection & Running financial statements.

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5. Title Companies

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Here's how Title Companies is used in Mortgage Assistant jobs:
  • Schedule closings and coordinate with underwriters, processors, mortgage bankers, insurance & title companies via email and phone.
  • Work closely with borrower, insurance agents, title companies and loan officer maintaining high levels of customer service.
  • Ensured all files were complete prior to underwriting hand-off and coordinated effectively with title companies to ensure smooth closings.
  • Maintain positive relationships with borrowers, title companies, real estate offices, appraisers, lenders, etc.
  • Audited mortgage loan file for funding and requested missing documents from brokers and/or title companies.
  • Faxed and emailed documents to banks, processors, insurance companies, and title companies.
  • Followed up with escrow, title companies and loan underwriters to ensure loan closing.
  • Work with title companies to receive preliminary title reports and schedule closing dates.
  • Worked with closing department and title companies to ensure a smooth closing process.
  • Network with real estate offices and title companies to maintain client connections.
  • Worked with title companies to obtain correct documentation.
  • Confirmed home mortgage loan closings with title companies.
  • Prepared closing documents for delivery to title companies.
  • Maintained all records from title companies.
  • Obtained documentation from borrowers, worked with realtors, builders, and title companies to ensure timely closings.
  • Prepare closing documents and coordinate with Title Companies and Realtors to schedule closing and fund loans.
  • Answer incoming telephone calls from members, realtors, title companies and insurance companies.
  • Coordinate closing with borrowers, Loan Officer, Realtors and Title companies.
  • Scrub Mortgage Closing Packages Coordinate and wire transfers of funds Correspond with title companies
  • Order documentation from members, title companies, appraiser, etc.Process appraisal invoicesRequest insurance and tax returnsVerify employment

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6. Credit Reports

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Here's how Credit Reports is used in Mortgage Assistant jobs:
  • Pulled and inspected credit reports upon customer approval/ Verify Application information.
  • Requested applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation.
  • Create credit reports, CPI's screens, scanning files/docs, locate missing files, and replace toners for printers.
  • Cross trained for the Collection Department process delinquent mailings, review credit reports, skip trace for Credit Department.
  • Analyze and diagnose issues related to credit reports, home appraisals, risk, debt and income.
  • Performed follow up and prepared files for submission to various lenders to include ordering credit reports.
  • Researched and contacted institutions to obtain loan letters, verification of employment and credit reports.
  • Initiated construction loan advances, ran credit reports, monitored property tax payments quarterly.
  • Entered all loan application dates, ordered credit reports, title and appraisal documents.
  • Gathered sensitive information to begin loan application process, and ran credit reports.
  • Maintained customer confidentiality running their credit reports and credit cards paying for fees.
  • Opened escrow, title, ordered appraisal reports, credit reports.
  • Ordered credit reports, title reports and various other documentation needed.
  • Ordered credit reports for potential clients.
  • Ordered credit reports and appraisals.
  • Ordered and underwrote appraisals, reviewed title reports, credit reports, flood determinations, and verifications of deposit and employment.
  • Create files that consist of pre-loan information, and obtain credit reports.
  • General administrating duties Pulling credit reports, ordering home appraisals Data entry

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7. FHA

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high Demand
Here's how FHA is used in Mortgage Assistant jobs:
  • Obtained government FHA and VA loan case numbers and validations, saving mortgage specialist time to pursue other more critical responsibilities.
  • Scanned FHA case binders (100-300 pages) in order for file to be digitally reviewed.
  • Managed and processed VA, FHA & Conventional Mortgage Loans for six Loan Officers.
  • Well versed in first and second mortgage options and reverse mortgages with FHA.
  • Originated construction, purchase, refinance, jumbo, and FHA/VA mortgages.
  • Originate and/or transfer FHA case numbers for new and existing loan files.
  • Handled FHA condo approvals for the Loan Officers from beginning to end.
  • Automated underwriting systems DU, LP, and FHA Total Scorecard.
  • Continued education on FHA, Conventional, and VA guidelines.
  • Used FHA, VA to reconcile loans to refinance.
  • Ordered FHA case numbers, and appraisals through Encompass.
  • Sound knowledge of FHA, VA and USDA guidelines.
  • Experienced in FHA and VA loans.
  • Coordinate providing set up for all files, including FHA, VA, Coventional and Portfolio products.
  • provided accurate and efficient residential and construction loan processing for Conventional, FHA and VA loan applications.
  • Qualify Clients for conventional and FHA loans Assist team member and business partners.

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8. Data Entry

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Here's how Data Entry is used in Mortgage Assistant jobs:
  • Performed data entry in Mortgage Programs ensuring accuracy while exceeding a daily quota.
  • Reformatted excel documents to increase efficiency with data entry for all mortgage assistants.
  • Performed basic clerical assignments including but not limited to data entry, mail distribution, and verification of employment.
  • Handled multifaceted clerical tasks (e.g., data entry, filing, records management).
  • Performed various administrative duties (i.e., data entry, mailing, copying)
  • Performed alpha & numeric data entry and worked with the companies systems.
  • Performed general mortgage assistance duties and data entry.
  • Performed data entry, billing, and invoicing.
  • Accept personal information for data entry.
  • Provided clerical support including copying, Faxing, filing, scanning, data entry etc.
  • Assist Mortgage Processors Filing, scheduling, clerical, mail, and data entry
  • Entered Title and Mortgage Loans *Assisted Customers with inquiries about the business *Customer Service, Data Entry, etc.
  • Answer Phones *Data Entry *E-Mail Clients *Open Mail *Process Mortgages

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1 Data Entry Jobs

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9. Real Estate

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high Demand
Here's how Real Estate is used in Mortgage Assistant jobs:
  • Communicated effectively with borrowers, real estate agents and attorney/staff on loan/closing status.
  • Provide exceptional customer service in order to building long lasting relationships with both real estate agents and borrowers.
  • Facilitated and maintain relationship between the MLO, and customer, real estate agent,.
  • Support to mortgage consultants with active monthly pipelines of $8M in real estate transactions.
  • Serve as a receptionist/gatekeeper answering phones, greeting clients and real estate agents.
  • Excelled in creative marketing towards real estate agents as well as potential borrowers.
  • Prepare FedEx packages for delivery to members and real estate offices.
  • Greeted all Real Estate visitors and guided them to appropriate departments.
  • Processed both real estate and non real estate transactions.
  • Order real estate appraisals and scheduled real estate closings.
  • Make sales calls to local real estate offices.
  • Provided administrative support to Real Estate Brokerage team..
  • Process loans from application to closing.Follow up with real estate agents and borrowers throughout the mortgage process.

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11 Real Estate Jobs

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10. Escrow

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Here's how Escrow is used in Mortgage Assistant jobs:
  • Process all escrow analysis disclosures, review for accuracy and coordinate customer notification.
  • Perform secondary review of initial escrow disclosure statements prior to closing.
  • Prepared FedEx and application information packages for shipment/mailing to member's escrow agents, and from field sections to Headquarters.
  • Communicated with borrowers, real estate agents, title/escrow companies on items needed to obtain final approval.
  • Reviewed documents for accuracy and followed up with title and escrow companies on pending issues.
  • Coordinate with the Lender and Escrow Company on HUD approval and final loan Document.
  • Interfaced between home buyers, escrow, title and appraisal companies daily.
  • Collect incoming signed loan documents along with paychecks from Escrow.
  • Open escrow and ordering Prelim, CPL, est.
  • Set up new escrows as needed.
  • Maintained owner bill and statement records Sustain home owner hazard and flood policies from escrow accounts for Navy Federal Credit Union customers
  • Communicate relevant information to Management, Funders, Account Executives, Loan Coordinators, Escrow Agents and Brokers.
  • Work with escrow to obtain all documents necessary for disclosure (e.g.
  • Open Escrow & Title on refinances, Order subordinations thru escrow.
  • Mortgage Information Services Escrow Assistant/Processor 01/05-02/05 Prepared documents and files for the escrow officers.

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11. Phone Calls

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Here's how Phone Calls is used in Mortgage Assistant jobs:
  • Performed quick and efficient phone calls to inform clients; addressed mortgage concerns and how to accomplish tasks.
  • Make phone calls to different insurance agencies and mailed them notice of loan transfers of all closed loans.
  • Answered all phone calls and returned all messages, discussed with borrowers the status of their loans.
  • Ordered appraisals and loan documents, directed phone calls and took messages.
  • Handle general information phone calls and direct members to appropriate personnel.
  • Handled all incoming phone calls, emails and fax requests.
  • Answered and directed phone calls.
  • Field phone calls from the processors and closers and resolve issues on behalf of the processor/closer.
  • Assist MLOs and processors with general processing follow-up functions via phone calls to members or vendors.

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12. Underwriting Guidelines

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high Demand
Here's how Underwriting Guidelines is used in Mortgage Assistant jobs:
  • Review and prepare loan packages and documentation following underwriting guidelines and policies.
  • Maintained strong knowledge of residential mortgage underwriting guidelines for maximum proficiency.
  • Ensured compliance with company policies, underwriting guidelines and lending-program requirements.
  • Reviewed loan documents and underwriting guidelines for accuracy.
  • Review and calculate borrower income and assets to ensure compliance with underwriting guidelines.
  • Reviewed for LTV to determine if the application fell within underwriting guidelines.

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13. Insurance Companies

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high Demand
Here's how Insurance Companies is used in Mortgage Assistant jobs:
  • Contacted insurance companies daily via telephone to obtain needed documents.
  • Contacted insurance companies to update homeowner policies.
  • Researched AM Best credit ratings and compare ratings with other insurance companies.
  • Follow up with Insurance Companies and Agents for receipt of renewed Certificates.
  • Call Insurance Companies to varify Home Owners Insurance.

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14. Necessary Documents

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Here's how Necessary Documents is used in Mortgage Assistant jobs:
  • Completed, organized and ordered necessary documents such as appraisal, preliminary title, insurance and other required documents for closing.
  • Request necessary documents and review for accuracy from borrowers.
  • Audit loan files to assure the necessary documents are correct before going to closing.
  • Collected all necessary documents from clients to provide to mortgage processor.
  • Request necessary documents from the borrowers to continue the loan process.

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15. Hud-1

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Here's how Hud-1 is used in Mortgage Assistant jobs:
  • Assisted Loan Processors Issued Commitment Letters Validated fees for HUD-1 Settlement Statements Verified Employment for borrowers Provided back up support for receptionist

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16. Office Supplies

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Here's how Office Supplies is used in Mortgage Assistant jobs:
  • Performed clerical and administrative duties for the section; replenished office supplies; filed, faxed and copied documents.
  • Handled travel arrangements, order office supplies, distribute mail, data entry, typing and filing.
  • Coordinate meeting, maintained office supplies and equipment.
  • Order, distribute office supplies; maintain inventory.
  • Monitored, ordered and replenished office supplies.
  • Maintained department budget and office supplies.
  • Order and distribute office supplies.
  • Inventoried and ordered office supplies.
  • Ship post-closing documents to headquarters post settlement, monitored and replenished office supplies and initiated equipment services.

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17. Outbound Calls

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Here's how Outbound Calls is used in Mortgage Assistant jobs:
  • Answer all incoming calls/ Place outbound calls to clients pertaining to the refinancing, purchasing and streamlining of their home.
  • Take inbound as well as make outbound calls depending on which campaign we target on a work day.
  • Handled outbound calls to customers who have just entered the foreclosure process.
  • Handled inbound and made outbound calls for a mortgage lender specializing in internet clientele in a highly competitive business environment.

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18. Flood Certifications

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Here's how Flood Certifications is used in Mortgage Assistant jobs:
  • Ordered Va and conventional appraisals, First American Taxes, title work, CAIVRS, HOI, and flood certifications.
  • Ordered flood certifications, appraisals, verification of employments, prepared files for loan processors.
  • Order title work, appraisals, flood certifications Create monthly board reports for Executives.

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19. VOE

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Here's how VOE is used in Mortgage Assistant jobs:
  • Worked various areas for Home Equity and VOE.
  • Order appraisals, VOD's, VOE's Approve HUD1's Input files into LIS to prepare for closing.

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20. Income Tax Returns

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21. High Volume

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Here's how High Volume is used in Mortgage Assistant jobs:
  • Handled customer inquiries and managed a high volume workload within a deadline-driven environment.
  • Managed a high volume of work by balancing competing deadlines and priorities effectively amongst a variety of diverse tasks.
  • Performed a high volume of calls to try and capture new business while adhering to strict federal laws.
  • Performed a high volume of calls to ensure customer contact/support Conducted risk assessment for all potential borrowers.

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22. Loan Origination

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Here's how Loan Origination is used in Mortgage Assistant jobs:
  • Assist with the basic duties in the areas of loan origination, processing and servicing.
  • Learned in most Mortgage loan origination software programs, currently using Encompass by Ellie Mae.
  • Executed the loan origination process, including ordering taxes, appraisals and preliminary title reports.
  • Trained a number of Financial and Real Estate services partners in mortgage loan origination.
  • Licensed and bonded in the state of Idaho for Loan Origination.
  • Collect and scan in required documentation in the loan origination system.
  • Assisted with loan origination, processing and underwriting of loans.
  • Initiated cold calls from business leads to market company brand and increase loan originations.
  • General office duties Loan origination Facilitated loan closing procedures, and underwriting Performed general Administrative duties as needed for multi staff office

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24. Fannie MAE

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Here's how Fannie MAE is used in Mortgage Assistant jobs:
  • Audited and examined all Fannie Mae approved documents to ensure guidelines were meet with time frames and exceeded customer satisfaction.
  • Assisted originators with meeting Fannie Mae requirements.
  • Prepared the files for sale to Fannie Mae.
  • Counted and scanned confidential mortgage documents, looked up customers, identified Freddie Mac and Fannie Mae mortgages.
  • Calculate income worksheet Coordinate special events and Office functions Review Fannie Mae requirements and desktop underwriting findings.

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25. Ensure Accuracy

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Here's how Ensure Accuracy is used in Mortgage Assistant jobs:
  • Partner with outside service vendors to ensure accuracy of property information and timeliness of payments.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Post settlement closeout to ensure accuracy of documentation.
  • Performed review of customer mortgage transactions to ensure accuracy and quality of data as well as documenting any findings.
  • Proof read contract for borrowers to ensure accuracy-Compiled letters and documents that were sent out for the company.
  • Order wire transfers and Review all documentation to ensure accuracy.
  • Followed up with 3rd party to ensure accuracy and timeliness.

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26. Customer Information

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Here's how Customer Information is used in Mortgage Assistant jobs:
  • Managed customer information using data management software for approximately 2000 customers.
  • Authorized to input customer information into the computer system.
  • Update and verify customer information.
  • Maintain loan status and customer information on the mortgage system.
  • Maintain Loan Officers' databases of customer information.
  • Provided processing support to facilitate loan production by assisting processors and closers by verifying confidential customer information and maintaining information databases.

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27. LIS

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Here's how LIS is used in Mortgage Assistant jobs:
  • Provide status updates to internal and external customers to ensure realistic expectations are determined.
  • Maintain strong, productive business relationships with established consumers with excellent customer service.
  • Reviewed and verified information on mortgage documents to establish minimum standards of eligibility.
  • Listen for cross-sell opportunities to solidify relationship banking.
  • Established and maintained an effective communication system.
  • Helped to follow up with borrowers on establishing all documents needed to ensure a more efficient and effective loan process.
  • Assisted Well Fargo Mortgage Specialists with processing files; inputting information; photocopying; faxing; emailing; phone calls.
  • Established a system to track what documents have been submitted to ensure all applications were complete upon submission.
  • Look up and organize location of mail, while using LPS and LIS operating systems.
  • Maintain a log for daily incoming files and delegated to the loan document specialist.
  • Maintained emergency contact list, phone extension list, and sort incoming mail.
  • Pass out files to Loan Document Specialist, organize and distribute mail.
  • Scheduled and conducted meetings with program participants in both English and Spanish.
  • Maintained and followed up on lists of missing documentation.
  • Assist Mortgage Specialists with approval input and decision.
  • Ensured work was accomplished in an efficient manner in accordance with established operating procedures and practices.
  • Establish if loan is fundable and purchase or send out suspense notification for loans that acquire further documentation.
  • Organize loan files for six HMCs and forward to Loan Document Specialists within time constraints.
  • Used Ernst publishing & berretta computer applications Input data into varies files (huds, affidavits, etc.)
  • Approved wires for closers and pre-funded closing packages Maintain a year-to-date closing attorneys list and appraisers list.

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28. LPS

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Here's how LPS is used in Mortgage Assistant jobs:
  • Utilized Microsoft Office and LPS system.
  • Searched in LPS (loan processing system) for rush files to see if assigned to funder.
  • Enter all data accurately into LPS .

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29. DU

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Here's how DU is used in Mortgage Assistant jobs:
  • Coordinated outbound strategies, allocated work, and monitored production activity.
  • Cultivated strong working relations with other industry executives.
  • Participated in weekly meetings that were designed to keep the Customer Service Department up to date on new procedures and/or policies.
  • Researched from a pool of over 100 investors mortgage niche products on behalf of the company president.
  • Processed loan files, ordered Home Owner's Insurance, and ran DU/LP appraisals through Calyx Point.
  • Educated first time home buyers about the home buying process, fees, and paperwork.
  • Manage SharePoint referrals, contact the members and schedule appointments with the Sr. Mortgage Officers.
  • Monitor escrow and member pay accounts for payment due to insurance companies and tax authorities.
  • Helped customers with commercial mortgage loans and other duties within the banking industry.
  • Call closing agents and attorneys to obtain closing packages within time industry standards.
  • Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
  • Assisted with the training of newly higher individuals to increase servicing volumes.
  • Performed clerical, administrative, and sales support duties using.
  • Assembled loan packages and assisted clients throughout the loan procedure.
  • Prepared legal closing documents, scheduled real estate transactions.
  • Performed clerical and administrative duties for the section.
  • Trained current employees on new auditing procedures.
  • Coordinate and schedule closing dates with borrower (s), team members, real estate agents and settlement companies.
  • Maintain skill set in usage and understanding of various applications such as Morstart, Symitar, and Microsoft products.
  • Initiated "rush procedure", which guarantees "rush" following through with all necessary policies.

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30. Computer System

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Here's how Computer System is used in Mortgage Assistant jobs:
  • Received mortgage documents and entered pertinent information into Dell computer system daily.
  • Processed data into computer system and
  • Create Excel Funding Reports, Manage/FUND 5-8 million pipeline for HMC Help train and update computer system enhancements/upgrades.
  • Assist with data entry and multi computer systems for wide variety of tasks with speed and accuracy.

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31. Unifi

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Here's how Unifi is used in Mortgage Assistant jobs:
  • Input necessary information into UNIFI and nautilus to ensure a smooth closing process.
  • Enter contracts in UniFi for loan officers.
  • Updated Unifi screens documenting all orders and correspondence according to company policy.
  • Updated our system (Unifi) with any information obtained from orders to ensure accurate reports.

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32. Ensure Compliance

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Here's how Ensure Compliance is used in Mortgage Assistant jobs:
  • Monitored policies to ensure compliance of time sensitive actions and recorded and provided associated information to proper individuals.
  • Review all packages for accuracy to ensure compliance to federal, state and investor regulations/requirements.
  • Performed audit on VA Loans to ensure compliance with VA Guidelines Recommended refunds if necessary Utilized various software programs (i.e.

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33. Special Projects

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Here's how Special Projects is used in Mortgage Assistant jobs:
  • Work alongside Paralegal with audit analysis reviewing reports and prepared special projects.
  • Assisted with special projects and audits while monitoring policies to ensure compliance standards were met.
  • Assist with other routing functions, workflow coordination, and special projects as needed.

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34. Fnma

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Here's how Fnma is used in Mortgage Assistant jobs:
  • Worked in accordance to GNMA and FNMA standards.
  • Sound knowledge of Fannie Mae (FNMA), Freddie Mac (FHLMC), MHFA guidelines and construction loan underwriting.

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35. Respa

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Here's how Respa is used in Mortgage Assistant jobs:
  • Re-disclosed file per RESPA guidelines when required.
  • Audit 1003, 92900A and review all RESPA / disclosures including GFE and TIL.
  • Review HUD-1 for accuracy and to make sure it is within the RESPA guidelines. "

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36. New Clients

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Here's how New Clients is used in Mortgage Assistant jobs:
  • Assist Mortgage banker with acquisition of new clients while maintaining existing client relationships.
  • Established new clients to build company business.

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37. Confidential Information

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Here's how Confidential Information is used in Mortgage Assistant jobs:
  • Work with confidential information, distribute it of properly.
  • Assisted processors and closers by verifying confidential information and maintaining information databases.
  • Communicated with mortgagers to verify their confidential information.

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38. Telephone Calls

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Here's how Telephone Calls is used in Mortgage Assistant jobs:
  • Answered telephone calls and greeted members visiting the mortgage section.

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39. Processing Department

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Here's how Processing Department is used in Mortgage Assistant jobs:
  • Assisted loan officers in preparing mortgage files to be submitted to Processing Department.
  • Researched all submitted documents from borrower to then submit to processing department.
  • Revert to Processing Department for any missing documents needed.
  • Liaised between buyers and central processing department.

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40. Interest Rates

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Here's how Interest Rates is used in Mortgage Assistant jobs:
  • Reviewed loan pricing to ensure loans closed with correct interest rates and points.
  • Updated daily mortgage interest rates.
  • Tracked and maintained Wall Street journal Libor rates to assess interest rates on new construction loans.

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41. Hmda

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Here's how Hmda is used in Mortgage Assistant jobs:
  • Involved in Community Reinvestment Act (CRA), Compliance and Home Mortgage Disclosure Act (HMDA) compliance and reporting.
  • Perform moderately complex loan calculations, satisfy underwriters' conditions, reviewed HUD1, prepare files for HMDA.
  • Prepared HMDA data for denied and withdrawn loans to be submitted to compliance officer for audit

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42. Usda

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43. HMC

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Here's how HMC is used in Mortgage Assistant jobs:
  • Worked directly with an HMC ensuring complete and accurate file submissions.

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44. Client Files

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Here's how Client Files is used in Mortgage Assistant jobs:
  • Input all client data into company tracking system and then assembled client files.
  • Track and maintain client files through Calyx Point and Microsoft Excel.
  • Assisted loan officers with collecting and maintaining client files.

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45. Initial Disclosures

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Here's how Initial Disclosures is used in Mortgage Assistant jobs:
  • Collected customer documentation necessary to complete the loan transaction, such as income documentation, assets statements and initial disclosures documents.
  • Provide initial disclosures to the borrower including the GFE and TIL.

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46. Potential Customers

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low Demand
Here's how Potential Customers is used in Mortgage Assistant jobs:
  • Answered inbound calls from potential customers Schedule appointments for loan officers Direct Mail Fulfillment

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47. External Customers

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low Demand
Here's how External Customers is used in Mortgage Assistant jobs:
  • Work closely with both internal and external customers to meet their service needs.
  • Work with internal and external customers on a daily basis.

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48. Corporate Office

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low Demand
Here's how Corporate Office is used in Mortgage Assistant jobs:
  • Provided information and referral services for the corporate offices, vendors, clients and guest.

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49. Company Policies

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low Demand
Here's how Company Policies is used in Mortgage Assistant jobs:
  • Review client and company policies and making calls to financial advisors and or mortgagors regarding the Regulation B Notice of Incompleteness.

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50. Final Documents

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low Demand
Here's how Final Documents is used in Mortgage Assistant jobs:
  • Review all final documents to comply with all investor's guidelines and company regulations policies and procedures.
  • Prepared final documents for closing.

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Mortgage Assistant Jobs

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20 Most Common Skills For A Mortgage Assistant

Loan Portfolio

35.5%

Loan Applications

19.9%

Customer Service

6.6%

Financial Statements

5.0%

Title Companies

4.4%

Credit Reports

3.7%

FHA

3.4%

Data Entry

3.4%

Real Estate

2.9%

Escrow

2.5%

Phone Calls

2.3%

Underwriting Guidelines

2.1%

Insurance Companies

1.4%

Necessary Documents

1.2%

Hud-1

1.1%

Office Supplies

1.1%

Outbound Calls

1.1%

Flood Certifications

0.9%

VOE

0.8%

Income Tax Returns

0.7%
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Typical Skill-Sets Required For A Mortgage Assistant

Rank Skill
1 Loan Portfolio 31.0%
2 Loan Applications 17.4%
3 Customer Service 5.7%
4 Financial Statements 4.4%
5 Title Companies 3.9%
6 Credit Reports 3.2%
7 FHA 3.0%
8 Data Entry 3.0%
9 Real Estate 2.5%
10 Escrow 2.2%
11 Phone Calls 2.0%
12 Underwriting Guidelines 1.8%
13 Insurance Companies 1.2%
14 Necessary Documents 1.0%
15 Hud-1 1.0%
16 Office Supplies 1.0%
17 Outbound Calls 0.9%
18 Flood Certifications 0.8%
19 VOE 0.7%
20 Income Tax Returns 0.7%
21 High Volume 0.7%
22 Loan Origination 0.6%
23 Legal Documents 0.6%
24 Fannie MAE 0.6%
25 Ensure Accuracy 0.5%
26 Customer Information 0.5%
27 LIS 0.5%
28 LPS 0.5%
29 DU 0.5%
30 Computer System 0.4%
31 Unifi 0.4%
32 Ensure Compliance 0.4%
33 Special Projects 0.4%
34 Fnma 0.4%
35 Respa 0.4%
36 New Clients 0.4%
37 Confidential Information 0.4%
38 Telephone Calls 0.4%
39 Processing Department 0.4%
40 Interest Rates 0.4%
41 Hmda 0.3%
42 Usda 0.3%
43 HMC 0.3%
44 Client Files 0.3%
45 Initial Disclosures 0.3%
46 Potential Customers 0.3%
47 External Customers 0.3%
48 Corporate Office 0.3%
49 Company Policies 0.3%
50 Final Documents 0.3%
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4,604 Mortgage Assistant Jobs

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