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Mortgage Operations Assistant Jobs in Georgia (NOW HIRING)

Communicate with the Mortgage Operations team to ensure all information regarding the Mortgage Loan ... Assist other team members as needed to ensure delivery of distinctive service. Perform other ...

... mortgage operations staff. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities ... * Assist customer with closing contingencies * Prepare Good Faith Estimate and Truth-In-Lending ...

Communicate with the Mortgage Operations team to ensure all information regarding the Mortgage Loan ... Assist other team members as needed to ensure delivery of distinctive service. Perform other ...

Communicate to loan processors regarding coordination of workflow and files in process and assist ... Knowledge of mortgage products/servicing, operations, and current market trends. Proven mortgage ...

... Assist customers with completing the loan application, provide/explain required initial ... operations, and current market trends. • Proven mortgage production of $5 million over the past ...

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Mortgage Operations Assistant information

What is a mortgage operations assistant?

Mortgage Operations Assistants are professionals who support the mortgage process by handling administrative tasks, coordinating documentation, and assisting loan officers and underwriters. They help ensure that all required paperwork is complete, accurate, and submitted on time, facilitating smooth loan processing. Their role often includes managing files, communicating with clients, and following up on outstanding information. By streamlining operations, they help expedite mortgage approvals and closings.

How does a mortgage operations assistant typically collaborate with loan officers and underwriters during the loan process?

A Mortgage Operations Assistant plays a crucial support role by coordinating communication and documentation between loan officers, underwriters, and other stakeholders. They often collect and verify required documents, update loan files, and ensure all paperwork is completed accurately and in a timely manner. This collaboration helps streamline the loan approval process, minimize delays, and maintain compliance with regulatory standards. Regular check-ins and clear communication are essential to keeping the loan pipeline moving efficiently.

What are the key skills and qualifications needed to thrive as a mortgage operations assistant, and why are they important?

To thrive as a Mortgage Operations Assistant, you need strong organizational skills, attention to detail, and a basic understanding of mortgage processing, often supported by a high school diploma or equivalent. Familiarity with loan origination systems (LOS), document management software, and common office applications is typically required. Excellent communication, time management, and problem-solving abilities help you coordinate effectively with loan officers, clients, and other stakeholders. These skills enable accurate processing, timely documentation, and efficient support of the mortgage workflow, ensuring smooth loan transactions.

What is the difference between Mortgage Operations Assistant vs Mortgage Loan Processor?

AspectMortgage Operations AssistantMortgage Loan Processor
Primary ResponsibilitiesSupports loan processing, handles documentation, and assists with administrative tasksReviews loan applications, verifies information, and prepares loan files for approval
Required SkillsAttention to detail, organizational skills, basic knowledge of mortgage processesStrong analytical skills, knowledge of underwriting, and documentation review
CertificationsOften no specific certifications required, but familiarity with mortgage software helpfulMay require mortgage licensing or certification depending on state regulations
Work EnvironmentOffice setting within banks, mortgage companies, or lendersOffice environment, often working closely with underwriters and loan officers

While both roles support the mortgage process, a Mortgage Operations Assistant primarily provides administrative support and handles documentation, whereas a Mortgage Loan Processor actively reviews and verifies loan applications to prepare them for approval. The roles often overlap but differ in focus and responsibilities.

What are the most commonly searched types of Mortgage Operations jobs in Georgia?

The most popular types of Mortgage Operations jobs in Georgia are:

Mortgage Advisor - Atlanta

Synovus

Atlanta, GA • On-site

Full-time

Re-posted 28 days ago


Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks


Job description

Job Summary:
A Mortgage Advisor (MA) should demonstrate commitment to delivering distinctive service. This position will be responsible for originating substantial mortgage loan volume and loan revenue in accordance with Pinnacle's values and mission. The MA should be knowledgeable of underwriting guidelines to assure timely loan funding and compliant with all state/federal regulations and investor requirements.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Market mortgage products and services provided by Pinnacle Mortgage. Pre-qualify client prospects in a thorough and timely manner, matching the client's mortgage needs with the appropriate loan program and risk appetite. Complete mortgage loan applications. Work with client to prepare and complete loan applications for submission to the loan processing and underwriting teams. Run and review AUS findings on each file, if applicable. Request a rate lock or rate lock extensions. Maintain contact with client prior to loan submission, setting expectations regarding the timeline of the application and closing process and client requirements. Communicate loan decision to client and set expectations regarding the timeline of returning required documentation. Meet regularly with Mortgage Client Coordinator to manage and review mortgage pipeline. Work with Client Coordinator to manage client escalations. Communicate with the Mortgage Operations team to ensure all information regarding the Mortgage Loan is included in the loan file. Work with Underwriting and Client on restructures, if applicable. Address changes of circumstance. Ensure compliance with the Firm's credit and mortgage lending policies and Federal regulations for all loans under their responsibility. Maintain current knowledge of mortgage industry. Stay up to date with current mortgage trends, products, policies, and processes. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services, primarily in mortgage lending and mortgage production.
Required Knowledge, Skills & Abilities: Nationwide Mortgage Licensing System and Registry (NMLS) registration required. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of federal banking regulations and compliance requirements. Knowledge of Fannie Mae, Freddie Mac, FHA, USDA, VA, & Jumbo loan underwriting guidelines. Broad knowledge of bank products and services. Excellent verbal and written communication skills. Excellent organizational and critical thinking skills with a strong attention to detail. Effective sales acumen and negotiation skills. Effective interpersonal skills, including public speaking and presentation skills. Must be able to multi-task competing priorities to meet tight deadlines. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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