Real estate mortgage loan assistant

*** SUMMARY ***

You will be a member of a US based, family run real estate mortgage business. We are looking for an assistant to help us prepare documents, manage the process and deadlines involved in our real estate mortgage transactions. With our training and supervision, you will be trained on the process and tasked with generating necessary paperwork as the needs arrive throughout the process. Successful candidate must demonstrate strong attention to detail, quality, accuracy and completeness. Our transactions are highly time sensitive so we require exceptional ability to meet deadlines for multiple concurrent transactions. This is a full-time position dedicated to us so that you would not have to choose between which of your clients have higher priority. You will work closely with US on shore members.

*** ESSENTIAL DUTIES AND RESPONSIBILITIES ***

+ Under the supervision of US office, you follow and track the process of real estate mortgage transactions.
+ Generate transaction documents based on template, requirements and deadline. Some documents are legal documents which you will modify according to the transaction requirements and parameters. Documents must be delivered on or before required deadlines.
+ You must carefully review all documents for accuracy and completeness.
+ Work with US office to document and develop document templates, check list and process.
+ Track transaction progress and time line and proactively provide action plan and schedule
+ Through training and learning, you will recognize and apply legal, regulatory and compliant practices during generation and review of transaction documents.
+ Other responsibilities would include email management, data entry, and generation of internal reports. There may be other non-transaction related tasks such as email campaign management and property search and Upgrade to see actual infote: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this position.

*** QUALIFICATIONS AND SKILLS FOR THIS POSITION ***

+ MUST – Good written English skills, polite, professional, brief and concise.
+ MUST – Good organizational skills. You will have a variety of tasks. Some tasks may be completed in 10-15 minutes. Some tasks require input from other people and may take 2-3 months to complete. Some are recurring weekly, some monthly. We need someone who will follow through to completion.
+ MUST – Detail oriented – Some of these documents will have customer names and dollar amounts. These cannot be wrong. One error could damage the company’s reputation. We need someone who will double and triple check his/her own work.
+ MUST – You have your own dedicated computer, printer, Windows 10 with MS office (Word and Excel).
+ MUST – Dedicated time and focus. We need someone who will focus 8 hours of quality time a day on the job – and not sharing those 8 hours with another client. We are not able to work with someone who is working 2-3 jobs in parallel, and frequently absent because of stress from working 2-3 jobs in parallel. The assistant needs to be available by skype with us at least 1 hour a week without a lot of background noise (e.g. TV, babies, dogs, or cooking).
+ Very Nice to Have – You have prior experience in banking and mortgage, or in supporting real estate agents or mortgage loan officer.

*** BACKGROUND / REFERENCE CHECKS ***

+ Provide client a copy of police background check.
+ Provide reference checks with at least 2 clients in the last 5 years. Here are some of the 5 questions would ask the clients:
- Duration of employment / contract
- Nature of employment / contract
(1) Full-time vs. Part-time? If part-time, number of hours?
(2) Virtual or in-person?
(3) Level of over-sight needed for quality and for persistence? (Low? Medium? High?)
(4) What did the you do for the employer?
(5) Biggest surprise (positive or negative) in working with you?
(6) Why did the employment / contract end?