Remote-Mortgage / Real Estate Underwriting Assistant
Remote-Mortgage / Real Estate Underwriting Assistant
Posted on :
13-06-2025
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1 Vacancy
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Job Description
This is a remote position.
Job Overview
We are seeking a brilliant detail-oriented and committed Mortgage / Real Estate
Underwriting Assistant to support our dynamic operations team. This is a contract auditing
and business-to-business (B2B) support role with significant responsibility in auditing
contracts and compliance reverse underwriting and problem-solving.
You will primarily interact with buyer s agents (via email and occasional phone calls) ensuring
they comply with Short Sale Cooperative s strict terms and conditions. You will also audit
incoming contracts buyer financial documents and provide creative solutions for complex short
sale transactions.
This is an ideal role for a highly intelligent individual who excels in math critical thinking and
creative problem-solving and who thrives in a high-tech mission-driven office environment.
Key Responsibilities
Core Functions
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
Soft Skills
Display maturity professionalism and exceptional intelligence in all interactions
Exercise attention to detail ensuring all tasks are completed with accuracy and
timeliness
Apply creative problem-solving to unique and evolving challenges
Communicate clearly and professionally both written (email-heavy role) and verbal
Maintain a positive compassionate demeanor even in high-stakes and sensitive
situations
Technical Skills
Microsoft Office (Word Excel Outlook) and Google Workspace (Docs Sheets Gmail
Calendar)
Familiarity with CRM platforms such as Salesforce or similar
Proficiency in Adobe Acrobat for document management and auditing
Basic understanding of AI fundamentals a plus
Must be able to work on Central and Mountain Time Zones
Tech-savvy with strong administrative and digital skills
Requirements
Education
Bachelor s degree or diploma in a relevant field preferred (highly intelligent candidates
with proven experience strongly encouraged to apply)
Equivalent of 16 years of formal English education (reading writing speaking)
Experience
Minimum 3 years experience managing document workflows and auditing in an office
environment(People who have worked in Banks under mortgages are encouraged to apply)
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
Additional Requirements
Willingness to obtain a real estate license-Not Mandatory (for compliance only NO
sales involved)
Access to a computer phone and unlimited high-speed internet ( 100 Mbps)
Must be able to work on Central and Mountain Time Zones
Tech-savvy with strong administrative and digital skills
Benefits
Competitive salary
Performance-based bonuses
Health Insurance
Remote-work flexibility (some on-site opportunities)
Paid Time Off and Paid Holidays
Ongoing training and development in cutting-edge real estate concepts
Exposure to a high-energy supportive team environment where innovation is
encouraged
Career advancement opportunities in a fast-growing US firm
Make a genuine impact in the lives of distressed homeowners
Education Bachelor s degree or diploma in a relevant field preferred (highly intelligent candidates with proven experience strongly encouraged to apply) Equivalent of 16 years of formal English education (reading, writing, speaking) Experience Minimum 3 years experience managing document workflows and auditing in an office environment(People who have worked in Banks under mortgages are encouraged to apply) 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 Additional Requirements Willingness to obtain a real estate license-Not Mandatory (for compliance only NO sales involved) Access to a computer, phone, and unlimited high-speed internet ( 100 Mbps) Must be able to work on Central and Mountain Time Zones Tech-savvy with strong administrative and digital skills
Education
Bachelor s degree or diploma in a relevant field preferred (highly intelligent candidates with proven experience strongly encouraged to apply) Equivalent of 16 years of formal English education (reading, writing, speaking) Experience Minimum 3 years experience managing document workflows and auditing in an office environment(People who have worked in Banks under mortgages are encouraged to apply) Proven track record of contract auditing, underwriting support, accounting
Employment Type
Full Time
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