Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Morgan Financial is a growing, customer-centric Mortgage Banker located in Melbourne, FL. We are looking for top talent to join our successful team. This is a full-time, in-office position for someone who is highly energetic, motivated, detail-oriented, and who excels at clear and consistent communication with customers.
Mortgage experience is not required; we will train the right person.
As a Mortgage Processor at Morgan Financial, you will join the loan process after the loan application is taken. Your primary responsibility is to prepare a complete, accurate, well-documented file and guide the borrower through the process with outstanding service.
Primary Responsibilities
Provide outstanding customer service in every interaction
Serve as the main point of communication for borrowers after loan application and pre-approval
Organize, review, and label borrower documents
Conduct introductory income and asset review
Update and input data accurately into software systems
Ensure loan files contain all required documents, disclosures, signatures, and dates
Obtain required documentation from borrowers to clear underwriting conditions
Order and follow up on third-party verifications
Verify the accuracy and completeness of all documents received
Maintain accurate and updated contact information for all parties involved
Prepare files to submit for underwriting review
Prepare files for closing by clearing Prior-To-Closing conditions
Protect the privacy and security of all borrower and company information
To be successful in this position, you will need to be able to:
Communicate clearly and professionally - mainly, by phone
Explain complex information in an easy-to-understand manner
Work both independently and as part of a team
Be efficient, organized, and detail-oriented
Multi-task and manage frequent interruptions
Handle stressful situations with calmness and courtesy
Anticipate and identify issues proactively and resolve them
Meet deadlines and exceed goals
Use solid computer skills and learn systems quickly
Be punctual, reliable, and career-minded
Requirements:
6 months to 3 years of professional, in-office work experience
Familiarity with Encompass is a plus but not required
Mortgage experience is a plus but not required
Experience with MS Word, Excel, Outlook, Adobe, and general office software
Compensation and Benefits:
Base salary plus potential bonus per file
Training provided; excellent opportunity to start and grow a career in the mortgage industry
Health, dental, and vision insurance available
401(k) with company match, fully vested day one
Paid time off
Morgan Financial is an Equal Employment Opportunity employer. Morgan Financial affords equal employment opportunity to all qualified individuals.