Junior Mortgage Operations Specialist
dwell Mortgage
Posted ago
dwell Mortgage

We're urgently looking for a hungry, humble, and smart team player to join our operations team! The Junior Mortgage Operations Specialist, or Loan Setup Specialist, is an asset to the loan partners and processors on our team because they ensure files have every third party supporting document ready when the loan is reviewed by an underwriter.

The Setup team bridges the workflow between the Loan Partner - who communicates directly with consumers, and Loan Processors - who communicate directly with Underwriters and allows each team to focus on being effective in their roles. The Setup team is an entry-level mortgage team that operates at a fast pace and with excellent communication.

An ideal candidate is highly organized, achieves tasks before the deadline, and strives to help others within the operations department.


Accurately and expeditiously complete and use Encompass to track completed tasks on the Setup List which includes:

  • Order 4506 Transcripts
  • Order and/or obtain all Verification's as requested by the loan partner; VOE's (Employment Verification's for loan
  • borrowers, VOD's(Verification of Deposits), Mortgage/Rental Payment, Flood Certs, Closing Agent Approval
  • Obtain verbal Verification of Employment (VOE) for all loan files.
  • Order Social Security Validations.

Order, track and complete a cursory review of:

  • Hazard Insurance
  • Title Documents
  • Condo Documents

Assist with overflow for below tasks:

  • Mortgage Coach Analysis
  • Data Entry for Income Calculations
  • Complete case number and appraisal transfers as requested.
  • Processing canceled/withdrawn/denied files.


  • Prefer knowledge of mortgage, real estate or escrow terms
  • Prefer Encompass and Setup Experience
  • Must be a team player and self-starter
  • Must possess strong written and oral communication skills
  • Must be detail-oriented

$15 - $20 hourly
About dwell Mortgage

Our story began in 2010 when founder Shane Kidwell hurt his back working at his dream job as a fireman. After battling several more back injuries he had to ask himself what was next? 

Raised by an entrepreneurial dad (one of the founders of Horizon Air) and a hard-working mom (She raised Shane and his brother after his dad lost a battle with cancer); Shane always had the desire to continue a legacy of hard work, creative thinking, and living by contribution.  

What started as a part-time hobby quickly grew into one of the top mortgage teams in the Seattle region. Closing over 25 million in loans per month we work hard, move fast, act like a family, embrace change, and are always honest.

We look for culture fits. If you believe that your work team is a part of your family we are for you!

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