Mortgage Production Assistant

MOVE Your Business is proud to represent our client, a leading New York City mortgage broker, known for combining premium service, modern technology, and fast processing to simplify home financing. They offer personalized loan solutions, competitive rates, and strong collaboration with real estate partners to provide a seamless and high-quality experience for homebuyers.

On behalf of our client, we are seeking a proactive, highly organized, and tech-savvy Mortgage Production Coordinator/Assistant to support our client’s mortgage processing team with day-to-day loan production activities. The ideal candidate is someone who can manage multiple priorities, follow up consistently, keep files organized, communicate professionally with borrowers and third parties, and jump in wherever the team needs operational support.

Benefits:

• Competitive salary
• Strong support system
• Health benefit ($30/month)
• Internet Allowance ($20/month)
• Training materials for upskilling are provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leave (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

Key Responsibilities:

• Loan File & Document Management
  • Set up new loan files and assist with initial disclosures
  • Retrieve, properly name, organize, upload, and maintain loan documents
  • Maintain accurate file notes, tasks, and status updates

• Verifications & Order Tracking
  • Order and follow up on Verification of Employment (VOEs)
  • Order and track title, appraisal, and homeowners insurance
  • Monitor outstanding items and ensure timely completion

• Borrower & Third-Party Coordination
  • Assist borrowers with retrieving and submitting required documents
  • Follow up with borrowers, employers, and third parties on outstanding requirements
  • Handle inbound calls and provide support to Loan Processors

• Production & Administrative Support
  • Provide day-to-day administrative and production support to the mortgage processing team
  • Proactively identify pending tasks and help keep loan files moving
  • Perform ad hoc administrative and operational tasks as needed to support the team

• Compliance & Organization
  • Maintain accurate, complete, and well-organized loan files
  • Ensure documents are properly stored for company recordkeeping and compliance retention
  • Manage multiple files and priorities while maintaining accuracy and deadlines

Requirements & Qualifications:

• Previous experience in mortgage, lending, banking, real estate, title, insurance, or administrative support
• Experience with loan processing, document management, or customer coordination
• Familiarity with U.S. mortgage terminology and processes
• Highly organized and detail-oriented
• Proactive and self-motivated, with a strong sense of ownership
• Strong follow-up and task management skills
• Tech-savvy and comfortable learning new software and systems
• Strong written and verbal communication skills
• Able to manage multiple priorities and deadlines
• Comfortable working independently in a remote environment
• Reliable, responsive, and willing to jump in wherever support is needed
• Strong willingness to learn and adapt to mortgage processes
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Technical Experience

• Proficiency in Microsoft Outlook, Excel, and Word
• Experience using Arive (or similar Loan Origination System) is preferred
• Familiarity with Dropbox or other document management systems
• Ability to quickly learn and navigate mortgage software platforms
• Ability to access and navigate wholesale lender portals for document uploads and retrieval
• Ability to work across multiple lender systems and mortgage platforms

Working Hours:
Full-Time (40 hours per week),
Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time

Pay: $750+ $55 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.