Mortgage / Real Estate Underwriting Assistant
Job not on LinkedIn
July 21
📋 Description
• Position: Mortgage/Real Estate Underwriting Assistant • Schedule: Monday–Friday, 9:00 AM–7:00 PM (Weekends & Holidays OFF) • Audit contracts from buyer’s agents to ensure full compliance with terms & conditions • Review buyer submissions and audit supporting financial documents: Pay statements, Tax returns, Bank statements • Conduct reverse underwriting: underwrite the loan to verify a buyer’s ability to afford the mortgage with a short sale • Perform contract auditing and compliance checks accurately and efficiently • Conduct digital filing, document auditing, and financial analysis (math skills required) • Maintain detailed, organized records; ensure all paperwork is properly executed and compliant • Provide exceptional B2B communication and support to buyer’s agents; help them understand Short Sale Cooperative’s processes and regulations • Proactively problem-solve complex distressed home ownership scenarios to achieve optimal client outcomes • Perform administrative duties, including task management, follow-ups, and occasional phone calls to banks • Work with CRM systems (e.g., Salesforce or similar) and Adobe Acrobat to manage workflows and documents • Navigate Windows OS confidently and efficiently • Collaborate with internal teams in a fast-paced, high-performance office environment
🎯 Requirements
• Bachelor’s degree in a relevant field preferred (highly intelligent candidates with proven experience strongly encouraged to apply) • Minimum 3 years’ experience managing document workflows and auditing in an office environment • Proven track record of contract auditing, underwriting support, accounting, or related field • Experience working in real estate, mortgage, or financial services a strong plus • Accounting skills and superior math abilities highly desirable • Experience auditing pay statements, tax returns, and bank statements preferred
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