Sample Job Description for Mortgage Specialist

Here is a sample job description template for the position of Mortgage Specialist. Make necessary changes to reflect the actual requirements.

Job Title: Mortgage Specialist

Location of the Job: Philadelphia, PA 19102

Years of Experience: 2 to 3 Years

Job Type: Full Time Employee

Education Level: Bachelor’s degree

Job Summary:

Our client is a well known mortgage company who has immediate openings for a Mortgage Specialist, Foreclosure or default experience preferred.

Duties and Responsibilities:

  • Conducts seminars for financial institutions and agencies to educate about the reverse mortgage product
  • Submits complete applications to regional office for processing and works with regional office staff to ensure loan closes and funds in a timely manner.​
  • Builds territory and Financial Freedom Brand.​
  • Handles Company provided leads from inception to funding.​
  • Generates leads through networking and business development.​
  • Sells and markets reverse mortgage products.​

Position Requirements:

  • Strong detail orientation
  • Strong planning and organizational skills
  • Strong communication skills – both oral and written
  • Knowledge of Microsoft Office Outlook, Word, and Excel
  • Ability to learn new systems and work in internal databases.
  • Ability to manage individual workflow to completion and meet required deadlines.
  • Ability to accurately type correspondence and communicate with internal and external clients.
  • Recent Mortgage processing experience strongly preferred
  • Working knowledge of Mortgage business, including process and documents
  • Candidate must have ability to work independently in a team oriented environment and also in a high volume environment and meet deadlines.

Salary: $16.00 – $18.00 Hourly DOE