mortgage data entry assistant

First Colony Mortgage

<p><b>Remote Schedule:</b> Monday - Friday, available 8- 6 pm PST</p><p><b>Position Summary</b></p><p>The Lock Desk Analyst I is an entry-level role designed to support the daily functions of the lock desk and gain foundational knowledge of mortgage pricing and loan locks. This role focuses on data entry, communication, and the accurate handling of lock requests, while learning the tools, systems, and policies governing the lock desk process.</p><p><b>Key Responsibilities</b></p><ul><li>Assist with daily processing of lock, re-lock, extension, and change requests</li><li>Enter and verify pricing data within the loan origination system and pricing engine</li><li>Monitor lock activity and ensure accurate data recording for audit and reporting purposes</li><li>Communicate with internal stakeholders regarding lock confirmations and status updates</li><li>Maintain detailed documentation and assist in maintaining operational logs</li><li>Support special projects or lock audits as assigned by leadership</li></ul><p><b>Qualifications</b></p><ul><li>Bachelor&rsquo;s degree in Business, Finance, or related field (or in progress)</li><li>0&ndash;1 years of experience in mortgage lending or financial services preferred</li><li>Familiarity with Microsoft Excel and data entry processes</li><li>Strong organizational and communication skills</li><li>Willingness to learn LOS and pricing engine systems</li></ul><p><b>Skills</b></p><ul><li>Attention to detail and data accuracy</li><li>Basic Excel knowledge (sorting, filtering, formulas)</li><li>Clear written and verbal communication</li><li>Eagerness to learn secondary marketing and pricing principles</li><li>Dependability in meeting deadlines and task execution</li></ul><p>Job Type: Full-time</p><p>Pay: $45,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: Remote</p>

Lock Desk Analyst I

Yang & Associates, P.C.

<p><b>Full Job Description for Real Estate Attorney</b></p><p>Flushing boutique law firm specializing in real estate is looking for a Bilingual (English/Chinese Languages) Real Estate Attorney with 1-3 years prior experience. Opportunity to train for those law graduates who have passed NYS Bar Exam however.</p><p>The primary responsibilities would be handling residential real estate transactions from term sheet to closing for sellers, purchasers, and borrowers. Would assist with conducting legal due diligence, which includes reviewing and analyzing coop/condo financial statements, board minutes, offering plan, title and survey. Must have excellent judgement, strong analytical, writing and communication skills.</p><p>Requirement:</p><ul><li>Must be admitted in New York;</li><li>Substantial experience in working on all facets of real-estate transactions</li><li>Strong negotiating skills, excellent analytical and research skills; and</li><li>Ability to independently multitask, prioritize and manage time effectively.</li></ul><p><b>Full Job Description for Real Estate Legal Assistant</b></p><p>Responsibilities:</p><p>Assist attorneys in all phases of real estate transactions including:</p><p>(a) Preparation of initial drafts of Contract of Sale;</p><p>(b) Interact professionally with clients, attorneys, banks and title companies concerning title issue, mortgage commitment and closing arrangement;</p><p>(c) Preparation of correspondence/notices</p><p>(d) Data entry;</p><p>(e) Drafting Legal Notices;</p><p>(f) Schedule closing;</p><p>(g) Organization and maintenance of client files throughout the pre-closing, closing and post-closing process;</p><p>(h) Post-closing follow-up including checking filings of ACRIS Forms, Deed and maintaining of recorded document files.</p><p>Requirements:</p><p>- Working experience is a plus.</p><p>- Ability to communicate effectively in written and verbal form.</p><p>- Ability to coordinate multiple matters</p><p>- Must be able to communicate in Mandarin Chinese.</p><p>Please send desired salary and resume for immediate consideration. All resumes will be held in strict confidentiality. Please note that this is not a remote work position.</p><p>Job Type: Full-time</p><p>Pay: $86,000.00 - $136,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Relocation assistance</li><li>Retirement plan</li></ul><p>Experience:</p><ul><li>working: 1 year (Preferred)</li></ul><p>License/Certification:</p><ul><li>Bar (Preferred)</li></ul><p>Work Location: In person</p>

Associate Attorney (Bilingual – English/Chinese)

Firstsource Solutions

<p></p><div><div><div><div><div><div><div><p>Credit Analyst
</p></div></div></div></div><div><div><div><div><b>Date: </b>Dec 29, 2025
</div></div></div></div><div><div><div><div><b>Location:
</b>Bangalore, KA, IN
</div></div></div></div><div><div><div><div><b>Requisition ID: </b>19000
</div></div></div></div><div><div><div><div><b>Description:
</b><div><b>Location:</b> Bangalore</div>
<div><b>Grade:</b> G</div>
<div><b>Designation:</b> Credit Analyst</div>
<div><b>Process:</b> LMG</div>
<div><b>Number of Positions:</b> 05</div>
<div><b>Minimum Criteria:</b></div>
<ul><li><div>H1 and G grade employees can apply. It will be a lateral movement for G Grade Employees &amp; vertical movement for H1 Grade Employees.</div>
</li><li><div>Applicants should have completed a minimum tenure of 18 months in the organization and 12 months in their current role as on 01st December 2025.</div>
</li><li><div>Performance rating of CME or above in the last 6 months.</div>
</li><li><div>No documented disciplinary issues/PIP in the last 6 months.</div>
</li></ul><div><b>Role &amp; Responsibilities:</b></div>
<ul><li><div>Closely workshop with brokers to package the deal ensuring that every submission is structured optimally and aligns with the lender policies and client's needs.</div>
</li><li><div>Prepare comprehensive credit submissions for a variety of lending scenarios, including but not limited to refinances, purchases, multiple-securities, multiple applicants, SMSF and bridging finance.</div>
</li><li><div>Liaise with clients to gather necessary documentation and clarify financial details.</div>
</li><li><div>NCCP Compliance checks and transcribing notes from summaries to detailed responses.</div>
</li><li><div>Understand and interpret complex financials (Self-employed, SMSF, trusts and company)</div>
</li><li><div>Complete lender servicing calculators and living expense analysis to assess clients borrowing capacities</div>
</li><li><div>Researching lenders who have a specific policy to suit the clients' requirements and provide expert guidance on said policies to ensure compliance and optimal loan structuring.</div>
</li><li><div>Order Valuations based on the information provided by the client, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.</div>
</li><li><div>Pricing requests across multiple lenders, for new applications and settled loans.</div>
</li><li><div>Generating comprehensive credit reports and being able to interpret them.</div>
</li><li><div>Assist in mitigating MIRs, Conditional Approvals, and Settlement Conditions.</div>
</li><li><div>Cross checking approval and settlement document to ensure the details match the clients' requirements, per the submission.</div>
</li><li><div>Stay updated on industry trends, lending products, and regulatory changes.</div>
</li></ul><div><b>Educational/Professional Qualifications:</b></div>
<ul><li><div>Bachelor&rsquo;s Degree in a relevant course.</div>
</li><li><div>Certificate IV Financing &amp; Mortgage Broking</div>
</li><li><div>More than 4 years of experience in an Australian mortgage broking industry specializing in AU loan processing.</div>
</li><li><div>Previous experience in data entry of client information to MyCRM (LMG CRM system)</div>
</li><li><div>Previous experience in data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.</div>
</li><li><div>Previous experience in generating application paperwork, including those for the First Home Buyers and Discharge forms.</div>
</li><li><div>Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Sales trekker.</div>
</li><li><div>Experience using Project/Task Management Tools (Monday.com, Trello, Airtable etc).</div>
</li><li><div>Experience with an LMG brokerage working with multiple brokers in a fast-paced business and MyCRM software is preferred.</div>
</li></ul><div><b>Required skills:</b></div>
<ul><li><div>Has a strong understanding of complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)</div>
</li><li><div>Has a strong understanding of various income streams and is confident in income calculations for PAYG, SMSF, company and trust financials.</div>
</li><li><div>Is proficient in using IT software, Google Workspace and/or Microsoft Office, including Gmail or Outlook.</div>
</li></ul><div><b>Person Specification, Competencies and Attitudes:</b></div>
<ul><li><div>Exceptional customer service skills and a friendly, professional demeanor.</div>
</li><li><div>Willing to take necessary actions and decisions to meet objectives and deadlines.</div>
</li><li><div>Has the ability to solve problems and work proactively.</div>
</li><li><div>Ability to work autonomously with minimal supervision.</div>
</li><li><div>Exhibits strong attention to detail when reviewing important documents, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation.</div>
</li><li><div>Must be well-organized and capable of managing and resolving conflicting priorities.</div>
</li></ul><div><b>Benefits:</b></div>
<ul><li><div>3-Months training induction program onsite</div>
</li><li><div>Ability to work from home, onsite or hybrid</div>
</li><li><div>Monthly Reward and Recognition</div>
</li><li><div>Possibility to complete Certificate IV in Finance and Mortgage Broking (if not already completed) pending eligibility requirements</div>
</li><li><div>Regular professional and social events</div>
</li><li><div>Access to Brokerversity for self-driven learning and development</div>
</li></ul><div><b>Selection Procedure:</b></div>
<ul><li><div>HR Screening</div>
</li><li><div>Personal Interview</div>
</li></ul><div><b>Application Process &amp; Timelines:</b></div>
<div><b>Last date to apply on the posting is 08th December 2025</b></div>
<div>PS: Strictly no extension allowed on Timelines</div>
<div><b>The selected candidates must be released with immediate effect from the date of the Announcement of the results.</b></div></div></div></div></div></div></div></div><p></p>

Credit Analyst

Montpellier Resourcing

<p><strong>Up to £100,000 plus EXCELLENT bonus and benefits</strong></p> <p><strong>Hybrid Working Available!</strong></p> <p>A fantastic opportunity has arisen for an experienced Underwriter to join the Buy to Let department at a leading specialist Property Lending company based in the heart of London. You will be responsible for approving new mortgage applications within the Standard, Professional and portfolio But To Let product offering, and working to add value to the entire BTL process. <strong>You will also be repsonsible for managing more junior members of the team.</strong></p> <p><strong>Duties of the Buy to Let Underwriter:</strong></p> <ul> <li>Foster strong partnerships with the BTL Underwriting and Credit teams.</li><li>Provide input and authorize credit decisions within delegated authority to promote responsible portfolio growth in alignment with Credit Policy.</li><li>Assess and underwrite mortgage applications with higher risk profiles.</li><li>Make lending decisions in accordance with the Credit Risk Policy, Responsible Lending Policy, and individual mandate limits.</li><li>Act as an escalation point for team members, offering guidance, coaching, and training where necessary.</li><li>Take a holistic approach to applications, considering overall customer needs and outcomes.</li><li>Oversee new applications, correspondence, and pre-submission queries while meeting service level agreements.</li><li>Proactively manage a pipeline of applications from submission through to completion.</li><li>Collaborate with a pre-approved panel of Introducers to ensure swift, accurate, and consistent underwriting outcomes.</li><li>Adhere to internal guidelines and regulatory frameworks, including FCA, PRA, AML, Financial Crime Prevention, and Data Protection standards.</li><li>Take on project responsibilities and complete ad-hoc tasks as directed by management.</li></ul> <p><strong>Requirements for the successful Buy to Let Underwriter:</strong></p> <ul> <li>Minimum of 5 years' experience within underwriting and / or credit exposure within the BTL / Portfolio BTL market</li><li>Candidates will currently be holding a non-entry level lending mandate</li><li>Candidates must have managerial experience</li><li>Experience liaising with Introducers and external customers</li><li>CeMAP Qualified highly desirable</li><li>Understanding and experience of the regulatory environment</li></ul> <p>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.</p>

Senior Buy to Let Underwriter

Additional Resources

<p>An opportunity has arisen for a<b>Conveyancing Assistant </b>with 1 year of experience to join a long-established legal practice known for providing exceptional service to a wide and varied client base.</p><p>As a <b>Conveyancing Assistant</b>, you will be supporting a busy residential conveyancing team, assisting with all aspects of property transactions from instruction to completion.</p><p>This role can be full-time or part-time offering salary range of £25,000 - £28,000 and benefits.</p><p><b>You will be responsible for:</b></p><p><ul><li>Opening new client files and completing initial due diligence.</li><li>Preparing and managing conveyancing documentation, including contract packs, mortgage and search reports.</li><li>Drafting transfer documents, requisitions on title, and routine correspondence under supervision.</li><li>Reviewing and responding to property enquiries.</li><li>Obtaining and verifying redemption figures, ensuring files are ready for exchange and completion.</li><li>Liaising professionally with clients, solicitors, estate agents, and other third parties by phone, email, and in person.</li><li>Maintaining accurate records and assisting with file closures.</li></ul></p><p><b>What we are looking for:</b></p><p><ul><li>Previous experience working as a Conveyancing Assistant, Conveyancing Legal Assistant, Legal Assistant, Legal Secretary, Conveyancing Secretary, Conveyancing Legal Secretary, Legal Administrator, Legal Clerk or in a similar role.</li><li>Have at least 1 year of conveyancing experience.</li><li>Solid understanding of residential conveyancing processes and associated documentation.</li><li>Skilled in case management systems and IT tools.</li><li>Strong attention to detail and excellent organisational skills.</li><li>Confident IT skills, including experience using case management systems and Microsoft Office.</li></ul></p><p><b>What s on offer:</b></p><p><ul><li>Competitive salary </li><li>Company pension scheme</li><li>Additional leave entitlement</li><li>Life insurance</li><li>Casual dress policy</li><li>Employee discounts </li><li>Referral incentives</li><li>Sick pay</li><li>Health and wellbeing cashback plan</li><li>Supportive and friendly team culture</li><li>Opportunities for ongoing professional development</li></ul></p><p><b>This is an excellent opportunity to join a respected firm that values professional growth and a positive working culture.</b></p><p><em>Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.</em></p><p><b><em>Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.</em></b></p>

Conveyancing Assistant

KS Consultants

<div>
 <p>
  <strong>
   Company Description
  </strong>
 </p>
 <p>
  KS Management and Consulting Services LLC (KSMCS) is a privately owned management and consulting company serving a wide range of industries. Our mission is to alleviate the complexities of financial and administrative tasks, allowing our clients to focus on their core business and deliver value to their customers. We prioritize accuracy and efficiency, ensuring that our services meet the diverse needs of businesses. At KSMCS, we are dedicated to supporting our clients by simplifying their operations and providing high-quality administrative solutions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Description
  </strong>
 </p>
 <p>
  We are seeking a detail-oriented Data Entry Assistant to join our team in a full-time/part-time, on-site position located in Sacramento, CA. The Data Entry Assistant will be responsible for accurately inputting and updating data, maintaining records, and ensuring data integrity. Additional responsibilities include organizing and managing files, providing administrative support, and efficiently handling clerical tasks. The ideal candidate will demonstrate excellent attention to detail and contribute to the smooth operation of our office processes.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Must be able to commute to our office located in Sacramento, California.
  </li>
  <li>
   High school diploma or equivalent required; associate's degree or higher is advantageous
  </li>
  <li>
   Computer Knowledge: Excel, Microsoft Office, Internet, Microsoft Windows
  </li>
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   Prior experience with data entry or administrative support is a plus
  </li>
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   Strong Administrative Assistance and organizational skills
  </li>
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   Excellent Communication skills, both written and verbal
  </li>
  <li>
   Language Requirement: Punjabi &amp; English
  </li>
 </ul>
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  <br/>
 </p>
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  Qualified? Please send your resume to ksconsultants925@gmail.com
 </p>
</div>


Data Entry Assistant

Mutual of Omaha Mortgage

<div><p><b>Marketing Strategist (SEO, ORM &amp; Marketing Automation, Mortgage Industry)</b></p><p><b>
Location: Hybrid - Irvine, CA</b></p><p><b>
Job Type: Full-Time</b></p><p><br>
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.<br>
<br>
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!</p><p><b><br>
Overview</b></p><p>
We are an established mortgage lender seeking a Marketing Strategist to lead and evolve our digital marketing strategy across SEO, Online Reputation Management (ORM), and marketing automation, with Salesforce CRM as the foundational platform.</p><p>
This role is designed for a strategic marketer who thrives in structured environments but brings an entrepreneurial mindset, someone who takes ownership, identifies opportunities for improvement, and modernizes systems while respecting regulatory, brand, and operational standards. You will set direction, manage execution, and lead a small team or external partners to deliver measurable, sustainable results.</p><p></p><p><b>
Key Responsibilities</b></p><p><i>
Strategy &amp; Leadership</i></p><ul><li>
Own the strategic roadmap for SEO, ORM, and marketing automation</li><li>
Proactively identify opportunities to improve performance, efficiency, and scalability</li><li>
Translate business objectives into clear priorities, KPIs, and execution plans</li><li>
Lead, mentor, and hold accountable internal team members and external partners</li></ul><p><i>
SEO Strategy</i></p><ul><li>
Develop and oversee enterprise-grade SEO strategy (technical, on-page, off-page, and content)</li><li>
Guide keyword and competitive research aligned with mortgage borrower intent</li><li>
Improve organic visibility through site optimization, content strategy, and governance</li><li>
Monitor algorithm changes and industry trends; recommend data-driven adjustments</li><li>
Own SEO reporting, insights, and continuous optimization</li></ul><p><i>
Online Reputation Management (ORM)</i></p><ul><li>
Lead ORM strategy to protect and strengthen brand credibility at scale</li><li>
Establish structured monitoring, response, and review-generation processes</li><li>
Ensure ORM efforts align with compliance, brand, and governance standards</li><li>
Address reputational risks through ethical, sustainable visibility strategies</li></ul><p><i>
Marketing Automation &amp; Salesforce CRM</i></p><ul><li>
Serve as the marketing owner of marketing automation systems &amp; platforms</li><li>
Ensure data integrity, reporting accuracy, and clear lifecycle visibility</li><li>
Design and optimize marketing automation workflows integrated with Salesforce</li><li>
Evaluate, select, and manage marketing automation platforms as business needs evolve</li><li>
Build scalable frameworks for segmentation, nurturing, and performance tracking</li></ul><p><i>
Mortgage Industry &amp; Compliance</i></p><ul><li>
Apply strong knowledge of mortgage products, borrower journeys, and regulations</li><li>
Ensure all marketing strategy and execution meet regulatory and compliance requirements</li><li>
Balance innovation with risk management and operational discipline</li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li>
5+ years of experience in digital marketing strategy</li><li>
Demonstrated expertise in SEO, ORM, and marketing automation</li><li>
Strong hands-on experience with Salesforce CRM</li><li>
Experience integrating marketing automation platforms with Salesforce</li><li>
Mortgage or financial services industry experience (required)</li><li>
Experience managing people and/or external partners</li><li>
Analytical, structured, and metrics-driven approach</li><li>
Comfortable operating in regulated, enterprise environments</li></ul><p><i><br>
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:</i></p><ul><li>
Vacation &mdash; Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.</li><li>
Paid Sick Time &mdash; 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.</li><li>
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)</li><li>
Multiple PPO Medical Plans, as well as HDHP eligible plan.</li><li>
Dental Coverage</li><li>
Vision Coverage</li><li>
Company Paid Life Insurance</li><li>
401K with a generous employer match</li><li>
Additional Benefits including &ndash; Optional Life, FSA, Pet Insurance etc.</li><li>
Free Legal Services</li><li>
Employee Loan Program</li></ul><p>
</p><p>FMQ3u7IYR0</p></div>

Marketing Strategist

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