Mortgage Assistant Job at Robert Half (Phoenix)

Loan Officer Assistant

This is a full-time, hourly, non-exempt position. You will be working very close...

Location

United States

Salary:

60000.00 USD / Year

Rain City Capital

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in mortgage or real estate
Exceptional written and verbal communication skills
Strong interpersonal skills, with the ability to work out complex problems
Experience using an advanced CRM as well as the Microsoft Office Suite
Able to work in a fast-paced environment and manage conflicting priorities
Able to work additional hours when needed and attend weekly meetings during business hours
The employee in this position must be able to read, write, speak and understand English with exceptional fluency

Job Responsibility

Help manage sales pipeline by building files in the CRM, collecting necessary documents for loan conditions, managing the file flow, and communicating status to customers
Ensure current guidelines are met, managed and adhered to while exercising discretion and prudent decision making on behalf of company, clients and LO
Assist in resolving client issues in the loan process
Understand our underwriting guidelines and manage transactions accordingly, including reviewing files for potential issues
Work directly with customers to build loan packages for underwriting, including obtaining documents and reviewing loan criteria and structure
Help maintain documentation of LO’s deals in the CRM throughout the life of the loan
Support loan servicing, which may include contacting clients for past due payments, extensions, and other service-level communications
Organize and manage LO’s contacts in the CRM

What we offer

Full benefits (medical, dental, vision)
401k
Paid holidays
Remote work environment
Per file bonus

Fulltime

Mortgage Loan Assistant

We are looking for a Mortgage Loan Assistant to support the mortgage process by ...

Location

United States , Fairfax

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of prior mortgage experience
Familiarity with loan origination systems, Microsoft Office, and document management platforms
Basic understanding of mortgage lending guidelines and relevant compliance regulations
Strong written and verbal communication to interact with clients, lenders, and colleagues
High accuracy in processing documents, maintaining records, and verifying information
Ability to handle multiple loan files, prioritize tasks, and meet deadlines
Excellent attention to details
Professionalism and service mindset to support client needs during the loan process

Job Responsibility

Supporting mortgage loan officers by preparing and processing loan documents
Communicating with clients to collect required financial information and documentation
Verifying applicant details, employment, and financial status for loan qualification
Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files
Reviewing loan applications for accuracy and completeness before submission
Assisting in scheduling client meetings and following up on outstanding documentation
Updating loan records and databases with current status and documentation
Responding to client inquiries regarding loan status, requirements, and procedures
Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing
Ensuring compliance with local, state, and federal regulations throughout the loan process

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

Mortgage Loan Assistant

We are looking for a Mortgage Loan Assistant to support the mortgage process by ...

Location

United States , Fairfax

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of prior mortgage experience
Familiarity with loan origination systems, Microsoft Office, and document management platforms
Basic understanding of mortgage lending guidelines and relevant compliance regulations
Strong written and verbal communication to interact with clients, lenders, and colleagues
High accuracy in processing documents, maintaining records, and verifying information
Ability to handle multiple loan files, prioritize tasks, and meet deadlines
Excellent attention to details
Professionalism and service mindset to support client needs during the loan process

Job Responsibility

Supporting mortgage loan officers by preparing and processing loan documents
Communicating with clients to collect required financial information and documentation
Verifying applicant details, employment, and financial status for loan qualification
Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files
Reviewing loan applications for accuracy and completeness before submission
Assisting in scheduling client meetings and following up on outstanding documentation
Updating loan records and databases with current status and documentation
Responding to client inquiries regarding loan status, requirements, and procedures
Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing
Ensuring compliance with local, state, and federal regulations throughout the loan process

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

Mortgage Escrow Assistant

We are looking for a Mortgage Escrow Assistant to support the mortgage process b...

Location

United States , Fairfax

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in real estate, mortgage, banking, or administrative support
Proficiency with office software (such as Microsoft Office Suite)
Familiarity with mortgage or escrow management systems
Ability to accurately review, prepare, and process detailed documents and contracts
Strong ability to manage multiple tasks, track deadlines, and maintain comprehensive records
Effective verbal and written communication with buyers, sellers, lenders, title companies, and other stakeholders
Capacity to identify and resolve discrepancies or issues that may arise during the escrow process
Understanding of regulatory and contractual requirements related to escrow and mortgage processes
Able to collaborate effectively with other team members to ensure a smooth transaction process

Job Responsibility

Collecting and reviewing documents such as loan agreements, title records, and insurance policies
Coordinating with buyers, sellers, lenders, and title companies to ensure all escrow requirements are met
Handling funds deposits and disbursements in accordance with escrow instructions
Tracking deadlines and ensuring compliance with contract terms
Maintaining accurate records throughout the transaction
Help streamline the closing process and ensure all parties are informed and documentation is complete

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Access to top jobs, competitive compensation and benefits
Free online training

Fulltime

Trainee Financial Planning Administrator

This position is based in the busy financial planning department of our office a...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Have (or be predicted) good exam results at A level or equivalent
Excellent organisational ability and a good eye for detail
Be interested in pursuing a career in the financial services industry
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email
Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes

What we offer

A competitive salary
A minimum of 22 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Paid study leave

Fulltime

Financial Planning Administrator

Churchgates brings together a unique and powerful combination of Accountants, Ta...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Excellent organisational ability and a good eye for detail
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Senior Financial Planning Administrator, including receiving training on systems and processes

What we offer

22 – 24 days holiday depending on experience (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Flexible home working policy
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Employee assistance programme

Fulltime

Non-bank Mortgage Branch Manager

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Fresno

Salary:

49000.00 - 69000.00 USD / Year

U.S. Bank National Association

Expiration Date

March 16, 2026

Requirements

Typically a Bachelor's degree, or equivalent work experience
Typically two or more years of relevant experience
Thorough knowledge of sales and sales strategies
Well-developed leadership skills
Effective verbal and written communication skills
Well-developed customer service/relations skills
Demonstrated new business development and relationship management skills
Thorough knowledge of mortgage products/services, operations, and current market trends
Minimum two years of supervisory experience preferred
This position also requires 2 or more hours of driving per week

Job Responsibility

Assists Mortgage Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region
Maintains a personal pipeline of retail mortgage loans
Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance
Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues
Communicates business goals, objectives and company performance results to staff
Promotes an effective sales environment through sales training, individual and team coaching, and creation of marketing materials
Acts as liaison between U.S. Bank Home Mortgage and other departments/areas of the company
Establishes collaborative partnerships with other business lines within U.S. Bank

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

New

Mortgage Branch Manager

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Kansas City

Salary:

49000.00 - 70350.00 USD / Year

U.S. Bank National Association

Expiration Date

April 18, 2026

Requirements

Bachelor's degree, or equivalent work experience
Two or more years of experience as a Retail Mortgage Loan Originator
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to required registration process, including a criminal background and credit check
Minimum one year of mortgage, sales, real estate, or banking experience
This position requires 2 or more hours of driving per week

Job Responsibility

Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region
Maintains a personal pipeline of retail mortgage loans
Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance
Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues
Communicate business goals, objectives and company performance results to staff
Promote an effective sales environment through sales training, individual and team coaching, and in the creation of marketing materials
Act as liaison between U.S. Bank Home Mortgage and other departments/areas of the company
Establishes collaborative partnerships with other business lines within U.S. Bank

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Eligibility for incentives based on employee’s production under the applicable incentive plan

Fulltime

Mortgage Assistant

Robert Half

Location:
United States , Phoenix

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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Job Description:

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Job Posted:January 06, 2026

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Job Posted:
January 06, 2026