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Processing Associate

At Service First, our unique values serve as a compass for our actions and are the foundation of our culture.

  • We promote innovation and are purposefully dynamic in our growth processes. We change, not just for the good of ourselves, but for the good of everyone involved.
  • We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives.
  • We hire people with the ability to question assumptions and offer solutions that seem impossible; take calculated risks; take what might be seen as a problem and turn it into an opportunity; are able to bring paradigm shifts in product, processes or systems because of their thoughts and new ways of thinking; give feasible ideas and not just tangent thoughts.

We are honored to be voted as a Top 100 Places to Work by the Dallas Morning News for five consecutive years. Service First Mortgage is the first company to be ranked as high as #4 in its first year of nomination. We are also honored to have received a special award in the category of Best Direction.

Service First Mortgage is currently hiring for a Processing Associate.

The Processing Associate will prepare the loan files, review loan applications, and collect additional information as appropriate. Duties include:

  • Performing new loan set up on residential mortgage loans.
  • Ensuring quality is consistent with all company policies and procedures as well as meeting all regulatory requirements
  • Managing the timeline to ensure timely receipts of all required documents, and following up with the appropriate party
  • Service Order requests including but not limited to: appraisals, titles, tax returns, social security verifications, employment verification, deposit verification, flood certificates etc.
  • Obtaining borrower verifications
  • Working closely with internal and external contacts to highlight deficiencies
  • May be asked to carry small pipeline with Ops Management Approval

Additional assistant duties for designated Loan Officer may include:

  • Manage the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate.
  • Primary point of contact for phone calls.
  • Manage the CRM, including follow-ups with warm leads and closed loans.
  • Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.
  • Utilization of designated Sales tools and reporting methods.

Education and/or Work Experience Requirements:

  • High School diploma or equivalent required
  • 1+ years of general office experience
  • Previous mortgage experience preferred
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
  • Work From Home
  • Wellness Resources
Service First Mortgage Glassdoor Company Review
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Service First Mortgage DE&I Review
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CEO of Service First Mortgage
Service First Mortgage CEO photo
Shawn Broussard
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To deliver a better home financing experience by being an innovative, principle-based company of highly trained professionals.

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Full-time, remote
DATE POSTED
March 2, 2025

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