Mortgage Assistant

Mortgage Assistant Job Description Template

Our company is looking for a Mortgage Assistant to join our team.


  • Shipping and receiving mail;
  • Assigning new orders to staff;
  • Communicating with clients and staff;
  • Managing incoming emails;
  • Data entry in spreadsheets;
  • Liaise with appropriate party to rectify any discrepancies with urgency and professionalism;
  • Follow company compliance guidelines and checklists to guarantee accuracy;
  • Utilize strong attention to detail to review mortgage loan documents;
  • Accurate data entry in accordance with departmental procedures;
  • Ability to professionally respond to internal and external inquiries.


  • Strong attention to detail with tech savvy computer skills to work in multiple systems juggling multiple properties;
  • Ability to problem solve, “think on your feet” with excellent time management skills;
  • Minimum 5 years plus of relevant, long term work experience that includes coordinative mortgage document review.