FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
Sorry, we can't find that. Please try a different city or state.
APPLY NOW
Apply Now
×
FIND
PERSONALIZED JOBS

Sorry, we can't find that. Please try a different city or state.

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Your search has been saved!

Become A Mortgage Specialist

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As A Mortgage Specialist

  • Processing Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Getting Information
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Repetitive

  • Stressful

  • $77,000

    Average Salary

What Does A Mortgage Specialist Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

Show More

Show Less

How To Become A Mortgage Specialist

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

Show More

Show Less

Do you work as a Mortgage Specialist?

Send To A Friend

Mortgage Specialist Jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Mortgage Specialist Career Paths

Mortgage Specialist
Underwriter Senior Underwriter
Underwriting Manager
8 Yearsyrs
Underwriter Account Manager Vice President
Vice President And Manager
10 Yearsyrs
Underwriter Team Leader Office Manager
Office Manager Of Human Resources
6 Yearsyrs
Mortgage Consultant Account Executive Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Mortgage Consultant Account Executive Office Manager
Accounts Receivable Manager
6 Yearsyrs
Mortgage Consultant Account Executive
Relationship Manager
6 Yearsyrs
Mortgage Processor Mortgage Loan Processor Senior Loan Processor
Processing Manager
7 Yearsyrs
Mortgage Processor Senior Loan Processor Office Manager
Accounts Payable Manager
7 Yearsyrs
Specialist Executive Assistant Property Manager
Portfolio Manager
7 Yearsyrs
Specialist Team Leader Property Manager
Asset Manager
7 Yearsyrs
Specialist Staff Accountant Credit Analyst
Credit Manager
5 Yearsyrs
Mortgage Loan Processor Loan Officer Credit Analyst
Collections Manager
5 Yearsyrs
Mortgage Loan Processor Team Leader Vice President
Vice President Operation Manager
10 Yearsyrs
Senior Loan Processor Account Manager Operations Director
Assistant Vice President Operations
8 Yearsyrs
Mortgage Underwriter Senior Loan Officer Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Senior Loan Officer Assistant Branch Manager Credit Manager
Risk Manager
8 Yearsyrs
Mortgage Processor Executive Assistant Assistant Property Manager
Assistant Community Manager
5 Yearsyrs
Mortgage Underwriter Branch Manager Realtor
Real Estate Management Specialist
7 Yearsyrs
Senior Loan Officer Realtor Asset Manager
Vending Manager
7 Yearsyrs
Foreclosure Specialist Bankruptcy Specialist
Property Preservation Specialist
5 Yearsyrs
Show More
Share

Do you work as a Mortgage Specialist?

Help others decide if this is a good career for them

Average Length of Employment
Loan Closer 3.2 years
Mortgage Processor 2.7 years
Loan Coordinator 2.6 years
Negotiator 2.4 years
Loan Specialist 2.4 years
Mortgage Clerk 2.2 years
Loan Auditor 2.2 years
Mortgage Analyst 2.0 years
Mortgage Assistant 1.9 years
Top Careers Before Mortgage Specialist
Cashier 6.4%
Specialist 4.0%
Processor 3.3%
Manager 3.2%
Top Careers After Mortgage Specialist
Specialist 5.0%
Processor 3.6%
Cashier 2.9%

Do you work as a Mortgage Specialist?

How Would You Rate The Salary Of a Mortgage Specialist?

Have you worked as a Mortgage Specialist? Help other job seekers by rating your experience as a Mortgage Specialist.

Top Skills for A Mortgage Specialist

  1. Loan Applications
  2. Financial Statements
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Processed mortgage loan applications by getting required documentation to meet the guidelines for the specific product/investor requirements.
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers and identify bankruptcy trends with current customers.
  • Demonstrated adaptability to diverse customer base while providing exemplary customer service, using language skills.
  • Validated automated underwriting decision per delegated authority.
  • Managed attorney communication to ensure constant progress throughout the foreclosure process.

Mortgage Specialist Demographics

Gender

Female

56.6%

Male

34.6%

Unknown

8.9%
Ethnicity

White

61.7%

Hispanic or Latino

15.4%

Black or African American

12.0%

Asian

7.3%

Unknown

3.5%
Show More
Foreign Languages Spoken

Spanish

63.7%

French

7.3%

Hindi

3.2%

Russian

3.2%

Portuguese

3.2%

Gujarati

2.4%

Chinese

2.4%

Vietnamese

1.6%

Mandarin

1.6%

Cantonese

1.6%

Carrier

1.6%

Arabic

1.6%

Romanian

0.8%

Korean

0.8%

Dari

0.8%

Thai

0.8%

Dakota

0.8%

Tagalog

0.8%

Italian

0.8%

Greek

0.8%
Show More

Mortgage Specialist Education

Schools

University of Phoenix

25.1%

Strayer University

7.9%

Ashford University

6.1%

University of North Texas

4.7%

Erie Community College

4.7%

Kaplan University

4.7%

State University of New York Buffalo

4.5%

University of North Carolina at Greensboro

4.3%

Florida State College at Jacksonville

4.0%

Central Piedmont Community College

3.6%

J Sargeant Reynolds Community College

3.6%

Arizona State University

3.6%

Virginia Commonwealth University

3.6%

Bryant and Stratton College

3.2%

Mesa Community College - Boswell

2.8%

Pennsylvania State University

2.8%

Iowa State University

2.8%

Virginia State University

2.8%

University of North Florida

2.6%

Liberty University

2.4%
Show More
Majors

Business

37.3%

Finance

7.5%

Accounting

7.5%

Psychology

4.6%

Management

4.2%

Criminal Justice

4.2%

Marketing

4.2%

Communication

3.6%

Real Estate

3.2%

Health Care Administration

2.8%

General Studies

2.7%

Human Resources Management

2.5%

Education

2.3%

Liberal Arts

2.1%

Economics

2.1%

Legal Support Services

2.1%

Political Science

2.1%

Medical Assisting Services

1.8%

Nursing

1.8%

Computer Science

1.7%
Show More
Degrees

Bachelors

39.9%

Other

28.8%

Associate

13.0%

Masters

10.3%

Certificate

4.3%

Diploma

1.4%

License

1.3%

Doctorate

0.9%
Show More

Job type you want
Full Time
Part Time
Internship
Temporary

How Would You Rate Working As a Mortgage Specialist?

Are you working as a Mortgage Specialist? Help us rate Mortgage Specialist as a Career.

Top Mortgage Specialist Employers

Jobs From Top Mortgage Specialist Employers

Mortgage Specialist Videos

Employee Mortgage Pricing

What Does a Mortgage Broker Do?

Life of a Mortgage Loan Officer

Related to your recently viewed content