California Licensed Assumptions Specialist

Job Summary

Processing assumption applications and creating Loan Assumption Agreements, the full-time California Licensed Assumptions Specialist will manage documentation and compliance procedures in a hybrid work environment.

Key responsibilities

• Receive, review, and upload assumption applications while ensuring compliance with internal and regulatory standards
• Perform data entry and assist in mailing loan packages and disclosures in accordance with CFPB requirements
• Respond to inquiries related to name changes and support audits and team members as needed

Required qualifications

• High school diploma or equivalent; some college courses or technical training preferred
• Minimum one year of experience in mortgage processing and familiarity with relevant procedures and regulations
• Proficiency in data entry and Microsoft Office Suite, including Word and Excel
• Basic math skills and ability to operate standard office equipment
• Strong organizational skills and ability to manage multiple tasks in a fast-paced environment