Mortgage Operations Specialist
$65,000–$65,000 year
On-siteBaltimore, Maryland, United States
Job Summary
Track, review, and clear post-closing exceptions while contacting title companies, attorneys, and external partners to obtain outstanding trailing documents. Maintain and log received documents in Salesforce and the All Loans File, then prepare and record assignments of mortgage. Deliver loan packages to custodians and upload documentation for secondary-market buyers and warehouse lenders. Review files for completeness and compliance, partnering with the Loan Processing team to resolve documentation or compliance issues. Identify opportunities to improve workflows, accuracy, and turnaround times using AI-assisted tools. Requires two or more years of mortgage operations experience, proficiency with Microsoft Office and Salesforce, and a willingness to adopt AI work practices. Join a team dedicated to supporting real estate investors through short-term bridge and long-term rental loans.
Required Qualifications
- Two or more years of experience in mortgage operations, loan processing, closing, post-closing, title, loan servicing, banking operations, or a related field
- Familiarity with mortgage and real estate documentation
- Strong attention to detail and the ability to identify missing or inaccurate information
- Excellent organizational and follow-up skills
- Ability to manage multiple files, deadlines, and priorities
- Professional written and verbal communication skills
- Proficiency with Microsoft Office, particularly Outlook and Excel
- Dependable, team-oriented, and comfortable working in a structured, process-driven environment
Desired Qualifications
- Experience with AI tools
- Experience with Salesforce or another loan or customer management system
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