Administrative Loan File Support

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 deliver a seamless high-quality experience for homebuyers.

On behalf of our client we are seeking an organized and detail-oriented Administrative Loan File Support professional to provide administrative assistance to our clients Loan Processing team. This role will focus on maintaining electronic loan files organizing and tracking documents updating file records and coordinating administrative follow-ups as directed by authorized client personnel.

The position supports both residential and business-purpose loan files and does not involve making lending decisions providing mortgage advice or performing activities requiring an MLO license. All substantive mortgage-related questions requests and decisions must be referred to authorized personnel.

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 and maintain organized electronic loan files.
  • Retrieve properly name organize and upload loan documents.
  • Receive organize upload and track borrower documents as directed by the client personnel.
  • Maintain accurate file notes tasks and status updates.
  • Ensure documents and records are properly maintained and easy to locate.

• Administrative Tracking & Coordination
  • Track administrative requests including title appraisal insurance employment verification and other third-party items.
  • Monitor outstanding or overdue administrative items and flag them to the appropriate client personnel.
  • Assist Loan Processors with routine administrative and file-management tasks.
  • Route borrower and third-party communications to the appropriate clients personnel.
  • Perform other ad hoc tasks as assigned.

Requirements & Qualifications:

• 12 years of administrative file management loan support mortgage lending or similar experience preferred.
• Experience working with electronic document management systems and digital files.
• Strong attention to detail and accuracy when organizing and maintaining records.
• Ability to follow established procedures and instructions consistently.
• Strong organizational and task-tracking skills.
• Ability to monitor multiple files and administrative items while meeting deadlines.
• Good written and verbal communication skills.
• Ability to appropriately route borrower and third-party communications to the correct personnel.
• Proficiency with common office and document management tools including email spreadsheets cloud storage and PDF/document software.
• Ability to handle confidential borrower and loan information with professionalism and discretion.
• Comfortable working independently while escalating questions or issues to the appropriate personnel.
• 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 countrys 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: $700 $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 were committed to building partnerships that drive success and to fostering a supportive inclusive environment where our people can thrive and grow with us.