Mortgage Operations Assistant

We’re looking for a detail-oriented Operations Assistant to join our growing mortgage team. This role combines accounting support, mortgage operations, and funding/closing responsibilities to help keep our business running efficiently behind the scenes.

The ideal candidate is highly organized, dependable, analytical, and comfortable managing detailed tasks in a fast-paced environment. If you enjoy numbers, systems, organization, and being a key part of a high-performing team, we’d love to hear from you.

• Assist with accounting and operational support tasks
• Run monthly commissions and track expenses
• Manage Purchase Clearing and Funding Clearing
• Handle Purchase Advises and Warehouse Settlement responsibilities
• Review loan files and closing packages for accuracy and completeness
• Verify prior-to-closing conditions have been satisfied /li>
• Review signed closing documents for proper execution
• Verify fees, charges, and settlement figures for accuracy and compliance
• Balance funding figures with title/closing agents
• Coordinate with warehouse banks to order and transfer closing funds
• Communicate with loan officers, processors, and closing agents throughout the funding process
• Assist with post-closing corrections and audit support as needed
• Maintain organized records and ensure deadlines are met
• Detail-oriented and process-driven
• Independent and proactive
• Team-focused with a positive attitude
• Able to identify and resolve issues efficiently
• Comfortable working behind the scenes in a support-focused role

If you’re looking for a long-term opportunity with a collaborative mortgage team where organization and accuracy truly matter, we’d love to connect with you.

Apply today and submit your resume for consideration.

• Prior accounting, bookkeeping, mortgage operations, funding, or closing experience preferred
• Mortgage industry experience strongly preferred
• Strong attention to detail and organizational skills
• Comfortable working with numbers, spreadsheets, and financial documentation
• Experience with accounting software, CRM systems, or mortgage software is a plus
• Ability to multitask and prioritize in a deadline-driven environment
• Strong communication and problem-solving skills
• Self-motivated and able to work independently
• Dependable with consistent attendance and follow-through
• Basic proficiency in Microsoft Office, spreadsheets, and email

Supportive team culture and mentorship

On-the-job training and continued learning opportunities