Key skills
Communication
About this role
Role Overview
- Take complete mortgage loan applications over the phone with borrowers.
- Accurately input borrower information into the lender’s system.
- Review applications for completeness and compliance before submission.
- Ensure proper documentation is requested upfront to prevent delays.
- Identify and request required borrower documentation (income, assets, credit, tax returns, etc.).
- Review submitted documents for accuracy and completeness.
- Prepare files for online submission through lender portals.
- Submit loan packages for underwriting review.
- Work inside lender platforms such as United Wholesale Mortgage (UWM) and/or PennyMac.
- Manage online approvals and status updates.
- Monitor pipeline for underwriting decisions.
- Review underwriting conditions.
- Communicate required stipulations to borrowers.
- Gather and upload additional documentation to satisfy conditions.
- Ensure timely response to avoid closing delays.
- Coordinate with title companies.
- Assist in scheduling closings.
- Ensure all required documentation is submitted prior to funding.
- Follow up through final approval and closing confirmation.
Requirements
- 3+ years of experience as a Mortgage Loan Assistant or Loan Processor
- Strong understanding of the end-to-end mortgage loan process
- Experience taking applications over the phone
- Hands-on experience submitting loans through lender portals
- Experience with UWM and/or PennyMac strongly preferred
- Excellent analytical and document review skills
- High attention to detail and strong organizational ability
- Clear, professional phone communication skills (Level A–B accent required)
- Comfortable coordinating with borrowers, lenders, and title companies
- Ability to manage multiple loan files simultaneously.
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!