Mortgage Operations Specialist

Primary Function

Complete the requisite loan file due diligence for accuracy, compliance, and adherence to all Company guidelines. Utilize superior written and oral communication to obtain any third-party documentation needed to complete required tasks. The Team will also work in conjunction with Processing, Sales and/or NewRez approved vendors to ensure all loans in assigned Processing pipelines are facilitated through the loan manufacturing process. Our Borrower experience is paramount to NewRez.

Direct Reports

• N/A

Principal Duties

• Maintain daily workflow prioritization & perform the due diligence to ensure assigned loan activities have been completed in a quality, timely and an overly efficient manner.
• Communicate with all 3rd parties involved in the loan process.
• Work closely with our internal departments:  Underwriting, Secondary, Closing & Post-Closing
• Ability to communicate clearly with all customers.
• Complete Mortgage Operations Specialist (Jr Processing) activities pursuant to established systemic conditions.
• Utilize NewRez reporting platform to manage & perform pipeline related task activities.
• Ensure all files are completed in accordance with established Service Level Agreement(s)
• For DTC Mortgage Operations Specialist Only:
  • Train for Processing, Closing and/or Underwriting.
  • DTC Mortgage Operations (Jr Processing) is centralized on site at the Fort Washington, PA location.

Education and Experience Requirements                           

• Bachelor's Degree required
• 0-2 years professional experience preferred 
• DTC Mortgage Operations Specialist centralized on site in Fort Washington, PA Office

Knowledge, Skill, and Ability Requirements  

• Ability to work and thrive in a fast-paced environment.
• Able to handle multiple tasks and meet deadlines.
• Detail oriented
• Excellent written and verbal communication skills
• Must work well in a “team” environment.
• Proficient with MS Office

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.