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Mortgage Specialist

Robert Half

This is a Full-time position in Victor, NY posted April 29, 2021.

Ref ID: 02960-0011790203

Classification: Operations Processor

Compensation: $17.00 to $21.00 hourly

Do you relish in opportunities to solve challenges in an efficient environment? If so, there is an Operations Processor position available through Accountemps for a determined and deadline-driven candidate that is available to support an organization in the Real Estate – Other industry immediately. The primary responsibility of the Operations Processor is to book loans into the banking platform system and process all essential items required for commercial and consumer day-to-day loan processing. Likewise, you will work with lending and commercial/consumer loans operations. This long-term temporary-to-full-time employment opportunity is based in the Rochester, New York area.
Your responsibilities in this role
– Streamlines department-specific spreadsheets, reports and reviews monthly scrub reports
– Settles and returns verification of mortgage requests
– Prepares payoff letters and department invoices
– Approves reports, monthly payments and accrual adjustments
– Updates codes, status dates and loan information for reporting as needed
– Processes payments, advances and payoffs
– Files status and information within processing software system
– Nurtures clientele confidence by keeping mortgage loan information confidential
– See to payment corrections and improve billing statements
– Coordinates outgoing wires and cashier’s checks
– Review email, voice mail and other communication and respond fittingly
– Assures information is accessible by sorting, organizing, and filing documents
– Gain knowledge in multiple loan programs and corresponding computer system codes
– Certify new loans, loan renewals, extensions and modifications into database

Job Requirements:
– At least 2 years’ experience with lending or commercial and/or consumer loan operations

– Strong know-how of spreadsheets and word processing is desired

– Experience with document management, process transformation, and workflow automation programs/r/n/r/n – Experience working with financial institution platforms

– Deep understanding of Closing Documents

– Bank Balances experience

– Commercial Mortgage experience required

– 1 year mortgage experience strongly preferred

We want to hear from you if you have the right skills for this role and are available to start immediately!


Accountemps, a Robert Half Company, matches skilled accounting and finance professionals with remote or on-site jobs on a temporary and temporary-to-hire basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.3195. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© 2020 Accountemps. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (