
Mortgage Analyst
Posted Aug 15

Posted Aug 15
This is a fully remote position, open to applicants in California.
• Oversee project tasks by delegating and prioritizing assignments, while conducting weekly follow-ups on pending documents.
• Ensure timely completion of new tasks.
• Record comprehensive notes in the system whenever a task is addressed.
• Assess preliminary documents to establish the type of project review required.
• Notify the underwriter and processor of any discrepancies in the requested documents.
• Confirm that projects have not been rejected by investors.
• Identify issues related to project ineligibility and alert the manager accordingly.
• Upload relevant documents to external vendors and ensure final vendor documents are uploaded as well.
• Respond to emails within the timeframes specified by Project Procedures.
• Contact HOAs, management companies, and insurance agents to obtain necessary loan-file documents.
• Review documents to verify that all required information is received and follow up on any missing items.
• Complete additional tasks as assigned by management as needed.
• Preferred mortgage experience, although not mandatory.
• Self-motivated, proactive, and task-oriented individual.
• Exceptional organizational abilities and capacity to handle multiple tasks simultaneously.
• Keen attention to detail.
• Ability to adjust to changes within the department.
• Strong skills in problem-solving.
• Excellent communication abilities.
• Proficient in technology.
• High-speed internet is essential for remote work.
• Only cable or fiber internet is acceptable, with Ethernet connectivity required.
• Minimum internet speeds: 70/30 Mbps basic, 200–300/35–70 Mbps shared, or 500–1,000/100+ Mbps for heavy use.
• 401(k)
• Dental insurance
• Disability insurance
• Employee discounts
• Health insurance
• Life insurance
• Paid time off
• 12 paid holidays each year
• Paid training
• Referral program
• Vision insurance
• Bonus opportunities
• Referral bonuses
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