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Loan Processor / Assistant
Pensacola, FL

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Now viewing: Mortgage Assumption Specialist
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Tandym Group

Mortgage Assumption Specialist

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Job Description

An established financial services organization in Florida is seeking a Mortgage Assumption Specialist to join their team in Pensacola. About the
Opportunity:
Shift:
Day shift
Schedule:
Monday to
Friday Hours:
Standard business
Setting:
Hybrid (at least 3 days a week onsite)
Responsibilities:
Review, evaluate, and process mortgage assumption and release of liability requests in accordance with applicable guidelines and procedures Serve as the primary point of contact for members and coordinate processing from initial request through completion Manage inbound and outbound calls, written correspondence, and status updates throughout the assumption process Collect, review, and verify required documentation and route files appropriately to support timely decisions Track deadlines, maintain accurate loan notes, and help resolve discrepancies, issues, and follow-up items
Qualifications:
1+ year of related work experience Experience with the Nationwide Mortgage Licensing System and Registry process, including fingerprinting and background checks Working knowledge of mortgage servicing rules, regulations, investor guidelines, and related company procedures Experience handling complex member or customer inquiries with tact, patience, sensitivity, and confidentiality Ability to manage multiple priorities, organize detailed documentation, and meet deadlines Basic skills in word processing and spreadsheet software Ability to read, analyze, and communicate complex written documents and instructions
Desired Skills:
Associate degree in Business Administration, Finance, or a related field Experience in banking, lending, mortgage, or other document-intensive financial services environments Working knowledge of credit union operations and NCUA regulations Familiarity with mortgage servicing systems, including MSP Experience supporting mortgage assumptions, Release of Liability requests, or related servicing workflows