Correspondent Lending Director Assistant

Correspondent Lending Director Assistant

Department: Correspondent Lending, Non-Delegated Division
Position: Correspondent Lending Director Assistant
Reports To: Correspondent Lending Director
Work Location: Hybrid 3x Onsite 2x WFH
Engagement Type: Full-Time

Position Overview
We are seeking a detail-oriented and organized Correspondent Lending Director Assistant to provide administrative and operational support to our Correspondent Lending Director. This remote position plays an important role in supporting daily operations, coordinating communications, assisting with third-party partner onboarding, and managing administrative tasks related to mortgage lending systems.
The ideal candidate is proactive, dependable, comfortable learning new systems, and able to manage multiple priorities while maintaining accuracy and confidentiality.

Key Responsibilities
1. Administrative and Scheduling Support
Manage and coordinate the Correspondent Lending Director's calendar, meetings, and appointments.
Assist with scheduling internal and external meetings.
Organize documents, track outstanding tasks, and provide general administrative support.
Follow up on assigned action items and provide timely updates to the Director.

2. Email and Communication Management
Monitor and organize the Director's email inbox as authorized.
Respond to routine inquiries using approved templates and established procedures.
Identify and escalate urgent, sensitive, or complex communications to the Director.
Maintain professional, clear, and timely communication with internal teams and external business partners.
Follow provided training and guidance to ensure accurate and consistent responses.

3. Third-Party Processing Company Onboarding
Send welcome and introductory communications to newly approved third-party processing companies.
Distribute onboarding materials, templates, checklists, and applicable instructions.
Track onboarding progress and follow up on outstanding information.
Coordinate with internal teams to support a smooth onboarding experience.
Ensure approved processing partners receive the information needed to begin working with Barrett Financial's Non-Delegated Division.

4. Collateral Underwriter (CU) Support
Assist with administrative tasks related to Collateral Underwriter (CU) reports.
Help coordinate report access, retrieval, and distribution as directed.
Organize and track report-related requests.
Escalate report discrepancies or technical issues to the appropriate team.

5. UCDP Credential and Access Coordination
Assist with Uniform Collateral Data Portal (UCDP) user access and credential-related requests.
Coordinate new user access and account setup in accordance with approved procedures.
Track outstanding access requests and follow up as needed.
Maintain confidentiality and follow company security requirements when handling account information.

6. Appraisal Management Company (AMC) Integrations
Assist with onboarding and integrating new Appraisal Management Companies into Mercury Network.
Coordinate required setup information and administrative documentation.
Track integration progress and communicate outstanding requirements.
Escalate system or integration issues to the appropriate internal team.

7. DocMagic User Setup
Assist with new user account setup in DocMagic.
Coordinate required information and user access approvals.
Maintain accurate records of user setup requests and completion.
Troubleshoot basic administrative issues and escalate technical concerns when necessary.

Qualifications and Skills

Required Qualifications

• Previous experience in administrative support, executive assistance, or operations coordination.

• Strong written and verbal English communication skills.

• Excellent organizational skills and attention to detail.

• Ability to manage multiple assignments and meet deadlines.

• Proficiency with Microsoft Outlook, Excel, Word, and Teams or similar business applications.

• Experience managing calendars, emails, and administrative records.

• Ability to work independently in a remote environment.

• Strong judgment when handling confidential business information.

• Willingness to learn mortgage industry systems and internal procedures.

Preferred Qualifications

• Previous experience supporting a U.S.-based company.

• Experience in mortgage lending, financial services, or real estate operations.

• Familiarity with DocMagic, Mercury Network, UCDP, or Collateral Underwriter.

• Experience coordinating third-party vendor onboarding or system access requests.

• Previous mortgage industry experience is preferred but not required. Training will be provided on Barrett Financial's systems, workflows, and procedures.

General Expectations

• Maintain consistent communication with the Correspondent Lending Director.

• Complete assigned tasks accurately and within established deadlines.

• Provide regular updates on pending assignments and outstanding requests.

• Follow documented procedures and seek clarification when needed.

• Maintain organized records and protect confidential business information.

• Use only approved systems and authorized methods for handling user access and credentials.

• Demonstrate professionalism, accountability, and a willingness to learn.

• Maintain availability during the assigned work schedule and attend required virtual meetings.

• Measures of Success

• Success in this role will be evaluated based on:

• Timely completion of assigned administrative tasks.

• Accuracy and professionalism in email communications.

• Effective coordination of third-party processing company onboarding.

• Timely follow-up on system access and integration requests.

• Organization and accuracy of administrative records.

• Responsiveness, reliability, and communication with the Director.

• Adherence to company procedures and confidentiality requirements.

Compensation

Salary: Competitive

Benefits

Health insurance

• Life insurance

• Pay raise opportunities

• Hybrid work setup

Schedule

• 8-hour shift

• Monday to Friday

• Night shift

Supplemental Pay

• 13th month salary

• Performance bonus

Ready to grow with us?
Send your resume to ••••@agiletechops.com to get your application started