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Tandym Group

Mortgage Assumption Specialist

pensacola, FL

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Job description

An established financial services organization in Florida is seeking a Mortgage Assumption Specialist to join their team in Pensacola.

About the Opportunity:

Shift: Day shift

Schedule: Monday to Friday

Hours: Standard business

Setting: Hybrid (at leastr 3 days a week onsite)

Responsibilities: Review, evaluate, and process mortgage assumption and release of liability requests in accordance with applicable guidelines and procedures

Serve as the primary point of contact for members and coordinate processing from initial request through completion

Manage inbound and outbound calls, written correspondence, and status updates throughout the assumption process

Collect, review, and verify required documentation and route files appropriately to support timely decisions

Track deadlines, maintain accurate loan notes, and help resolve discrepancies, issues, and follow-up items

Qualifications: 1+ year of related work experience

Experience with the Nationwide Mortgage Licensing System and Registry process, including fingerprinting and background checks

Working knowledge of mortgage servicing rules, regulations, investor guidelines, and related company procedures

Experience handling complex member or customer inquiries with tact, patience, sensitivity, and confidentiality

Ability to manage multiple priorities, organize detailed documentation, and meet deadlines

Basic skills in word processing and spreadsheet software

Ability to read, analyze, and communicate complex written documents and instructions

Desired Skills: Associate degree in Business Administration, Finance, or a related field

Experience in banking, lending, mortgage, or other document-intensive financial services environments

Working knowledge of credit union operations and NCUA regulations

Familiarity with mortgage servicing systems, including MSP

Experience supporting mortgage assumptions, Release of Liability requests, or related servicing workflows

Worksite address

pensacola, FL, 32573, US

Who can apply

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