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Clerical Assistant - Mortgage Job Description

 

 

 

Job Summary:

The Clerical Assistant - Mortgage will be responsible for coordinating mortgage paper files using a stacking order list. He/She will also identify missing mortgage documentation.

Job Description:

The Clerical Assistant - Mortgage will perform all or some of the following Job description:

  • Complete basic clerical duties to support the delivery of quality service

  • Review files for proper documentation

  • Prepare items for filming, complete routine forms for processing, position, or proofing routine documents and transactions

  • Act as the Receptionist answering the telephone and/or directing visitors

  • May operate various office equipment such as a personal computer, typewriter, copier, fax machine, microfilmer; or operate a terminal or Personal Computer to access data

  • Sort and distribute mail.   

Minimum Requirements / Knowledge / Skill For Clerical Assistant - Mortgage Job

  • Knowledge of mortgage origination paperwork
  • Specialized knowledge and experience such as Mortgage, Sales, Customer Service, Telemarketing, Real Estate, etc.
  • Microsoft Word, Microsoft Excel, and Lotus Notes, Confidentiality, Data entry skills
  • Ability to handle high volumes, and operate office equipment
  • Good organizational skills
  • Ability to handle multiple tasks
  • Strong typing skill.
     


 

 

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