Position: Mortgage/Real Estate Underwriting Assistant
Location: Remote(must be able to work CST and MST time zones)
Schedule: Monday Friday 9:00 AM 7:00 PM (Weekends & Holidays OFF)
Position 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
Neutral American-sounding English accent and professional fluency.
Requirements
Education
Bachelor s degree 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
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
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 is a plus