Full-Time
Mortgage Operations Specialist
Dominion Financial Services
Compensation Overview
$65k/yr
Baltimore, MD, USA
In Person
Category
 Finance & Banking (1) |
|---|
Required Skills
Microsoft Office
Salesforce
Risk Management
Excel/Numbers/Sheets
Microsoft Outlook
Requirements
- Two or more years of experience in mortgage operations, loan processing, closing, post-closing, title, loan servicing, banking operations, or a related field.
- Familiarity with mortgage and real estate documentation.
- Strong attention to detail and the ability to identify missing or inaccurate information.
- Excellent organizational and follow-up skills.
- Ability to manage multiple files, deadlines, and priorities.
- Professional written and verbal communication skills.
- Proficiency with Microsoft Office, particularly Outlook and Excel.
- Willingness to learn new systems, processes, and AI-assisted tools.
- Dependable, team-oriented, and comfortable working in a structured, process-driven environment.
Responsibilities
- Track, review, and clear post-closing exceptions.
- Contact title companies, attorneys, and other external partners to obtain outstanding trailing documents.
- Maintain and log received trailing documents in Salesforce and save them in All Loans File.
- Save and organize documents within the company’s loan filing system.
- Prepare and record assignments of mortgage.
- Deliver loan packages and required documentation to custodians.
- Upload loan information and documentation for secondary-market buyers and warehouse lenders.
- Review files for completeness and compliance with internal and external requirements.
- Partner with the Loan Processing team to resolve documentation or compliance issues.
- Maintain clear and professional communication with internal teams and external partners.
- Identify opportunities to improve workflows, accuracy, and turnaround times.
- Use company-provided technology, including AI-assisted tools, to improve efficiency and communication.
Desired Qualifications
- Experience with Salesforce or another loan or customer management system.
- Experience with artificial intelligence tools.
- Willingness to adopt AI-assisted work practices.