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Operations Assistant

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Summary Part Time role 20 Hrs per week

The Processing Assistant is responsible for ordering completing clerical tasks within the closing and post closing teams in traditional retail team.

Essential Job Functions include but not limited to:

  • Review closing disclosure for system readiness, and submit FNMA UCD for all funded loans from prior business day
  • Upload Warehouse Bank information daily from wire room “Wirerpt” emails twice a day
  • Upload Daily Credit Card Transactions to encompass and reconcile to accounting record
  • Update Loan data in encompass for clean up reports (Year Built, Appraisal absence reason, etc.)
  • Escalate issues to immediate Supervisor upon discovery
  • Communicates with Closing and Post Closing Management
  • Support any other clerical projects assigned by Operations Support team
  • Performs other duties as assigned


Other Related Duties:

Performs other related duties as assigned.


Supervisory Responsibilities:

This position has no supervisory responsibilities.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • Experience in Microsoft Office applications.
  • Demonstrated ability to learn quickly and seek growth potential.
  • Outstanding customer service orientation.
  • Ability to maintain rapport with all facts of Operations and Sales staff.
  • Ability to manage multiple tasks and projects while meeting deadlines.


Education and/or Experience:

  • High school diploma or general education degree (GED) required


Language Skills:

Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.


Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.