Mortgage Support Specialist / Document Assistant
LOCATION: Irving, TX Onsite
COMPENSATION & SCHEDULE
??? Pay: $20-$25 per hour
??? Schedule: Monday-Friday, 8:00 AM-5:00 PM
ROLE IMPACT: Support mortgage servicing operations by reviewing, organizing, and maintaining accurate mortgage loan documentation. This detail-focused, non-sales position supports loan file management, document verification, data entry, and administrative workflows. Success requires mortgage industry knowledge, advanced Excel skills, and the ability to process high volumes of confidential financial documentation accurately.
KEY RESPONSIBILITIES
- Review mortgage loan documents, applications, and supporting financial records to verify accuracy, completeness, and required information.
- Retrieve, combine, upload, index, and maintain electronic mortgage loan files using document management systems.
- Enter, verify, and update loan data in spreadsheets, electronic forms, and mortgage servicing systems.
- Identify missing documents, track discrepancies, coordinate follow-ups with internal teams, and maintain borrower confidentiality.
- Use Microsoft Excel, including VLOOKUPs and pivot tables, for loan data tracking, reconciliation, and reporting; assist with PowerPoint presentations and administrative projects.
MINIMUM QUALIFICATIONS
- Previous experience in mortgage banking, mortgage loan processing, or mortgage servicing, with knowledge of mortgage terminology, lending processes, and loan documentation.
- Proficiency in Microsoft Excel, including VLOOKUPs and pivot tables, with strong data entry, document verification, and spreadsheet management skills.
- Experience with electronic document management systems (EDMS), including digital file organization, document retrieval, and record maintenance; strong attention to detail and written communication skills.
CORE TOOLS & SYSTEMS
- Microsoft Excel - VLOOKUPs, pivot tables, data verification, and reporting
- Microsoft Outlook - Professional email correspondence and documentation follow-up
- Microsoft PowerPoint - Presentations and administrative reporting
- Electronic Document Management Systems (EDMS) - Document indexing, uploading, retrieval, and file maintenance
- Mortgage Loan Origination Systems (LOS) and Loan Servicing Systems - Loan records, mortgage documentation, and servicing workflows
PREFERRED SKILLS
- Experience with mortgage servicing, loan file auditing, document quality control, or financial document verification.
- Ability to identify missing documentation, resolve discrepancies, and maintain accuracy in high-volume processing environments.
- Strong organizational skills and ability to independently manage repetitive, detail-intensive tasks involving confidential borrower information.
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