Mortgage Support

Mortgage Support Specialist

We are looking for a detail-oriented Mortgage Support Specialist to join our team in Lake Forest, Illinois. In this Contract-to-Permanent position, you will play a key role in assisting loan officers and processors, ensuring smooth and efficient mortgage operations and accounting functions. This is an excellent opportunity to contribute to a dynamic environment while growing your expertise in mortgage lending and accounting support.

Responsibilities:

• Assist loan officers and processors with preparing files, entering data, and gathering necessary documentation.
• Maintain accurate and compliant client files and loan documentation in alignment with company and regulatory standards.
• Coordinate and track third-party services such as credit reports, appraisals, and title work.
• Communicate with clients, underwriters, and vendors to clarify or collect required documentation.
• Monitor and manage loan pipelines, ensuring timely follow-ups for pending items to support on-time closings.
• Process vendor invoices, prepare payment batches, and ensure accurate coding in accounting software.
• Perform bank and credit card reconciliations and handle employee expense reports and reimbursements.
• Generate reports for month-end close and assist with financial analysis as needed.
• Organize and maintain both digital and physical records for compliance and audit purposes.
• Support administrative tasks, including document filing, scanning, and records management, as well as ad hoc projects.

Requirements:

• Proven experience in loan administration, mortgage processing, or a related field.
• Familiarity with mortgage lending processes, including origination, closing, and compliance.
• Proficiency in accounts payable, general ledger management, and basic bookkeeping.
• Experience with accounting software such as QuickBooks, Encompass, or similar tools.
• Strong organizational skills and ability to manage multiple tasks with attention to detail.
• Excellent communication skills for interacting with clients, vendors, and internal teams.
• Ability to maintain accurate and compliant records in both digital and physical formats.
• Knowledge of financial reporting and reconciliation processes.