Morgan Financial

Mortgage Processor / Junior Underwriter

Location

Main

Type

Full Time

Responsive recruiter
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Dental insurance
Are you looking to join an established, local company in Brevard County?

Morgan Financial is a customer-focused mortgage banker built on delivering exceptional client experiences and moving fast without sacrificing quality. We are looking for a Mortgage Processor who excels in a customer-facing, phone-driven environment and takes pride in creating a smooth, stress-free experience for clients.

This role sits at the center of the loan process, working closely with borrowers, loan officers, underwriting, and closing to keep everything moving quickly and smoothly — without creating delays or rework for the team. This is not a “sit behind email all day” role — we are looking for someone who is comfortable on the phone, proactive, and thrives in real-time communication.

What You’ll Do
  • Own a pipeline of loan files from application through closing; feel responsible for your quality of work
  • Proactively call borrowers to collect documents and move files forward
  • Follow up consistently until conditions are cleared 
  • Troubleshoot customer issues with providing documentations through secure methods
  • Review and verify documentation (income, assets, credit, title, insurance, etc.) 
  • Submit complete, organized files for final underwriting 
  • Clear conditions quickly and efficiently 
  • Coordinate with Loan Officers, Loan Officer Assistants, Underwriters, and Customers 
  • Manage pipeline deadlines and keep all parties updated 
  • Maintain accuracy in all systems and documentation 
  • Deliver a best-in-class customer experience from start to finish 
What We’re Looking For
  • 1-3 years of professional experience in an office environment 
  • Strong customer service background with emphasis on phone interaction 
  • Mortgage experience is a plus, but not required 
Key Traits for Success
  • Comfortable on the phone
  • Friendly and professional - verbal, in writing, and in person
  • Strong communicator who can simplify complex information 
  • Highly organized and detail-oriented 
  • Ability to manage interruptions and multitask effectively 
  • Self-starter who takes initiative and solves problems 
  • Time management skills in a fast-paced environment 
  • Tech-savvy with solid business computer skills 
  • Positive attitude and team-first mindset 
Why Morgan Financial?
  • High-performance, team-oriented culture 
  • Opportunity to grow within a rapidly expanding company 
  • Competitive compensation and benefits package. Base salary is commensurate with experience, with additional performance-based bonus compensation on a per closed loan file basis. You have the opportunity to earn more the more you do!
  • Leadership that values initiative and problem-solving 
  • A workplace that lives its core values: 
    • Give 80, Take 20 
    • Problem Solve and Take Initiative 
    • Genuine Leadership
    • Have fun 
Morgan Financial is an Equal Employment Opportunity employer.
Morgan Financial affords equal employment opportunity to all qualified individuals.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Company Website: www.morganfinancial.net

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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.