Mortgage Processing Specialist

Synovus

. Move mortgage applications from initial application and setup through loan closing .

Posted 9/29/2026full-timeRemote • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of mortgage lending processes, compliance requirements, and client service excellence. Proficient in managing documentation and coordinating with third-party partners to ensure accurate and timely loan processing.

Highest-signal resume keywords

Mortgage Lending ComplianceClient Service SkillsMicrosoft Office ProficiencyKnowledge of Underwriting GuidelinesOrganizational and Time-Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Application ProcessingLoan Documentation ReviewIncome and Asset AnalysisRegulatory Compliance KnowledgeTax Transcript ReviewAUS Findings ManagementLoan Estimate PreparationChange of Circumstance DocumentationUnderwriting Condition ClearanceThird-Party Coordination

Soft Skills

Effective CommunicationAttention to DetailTact and DiplomacyAbility to MultitaskAbility to Work Under Pressure

Industry Keywords

Fannie MaeFreddie MacFHAUSDAVA LoansJumbo LoansBank Products and ServicesFinancial ServicesMortgage LendingClient Notifications

About the role

Key responsibilities & impact

Move mortgage applications from initial application and setup through loan closing
Provide distinctive service to clients and prospects in person and by telephone
Respond to client inquiries and resolve client issues
Receive, review, reconcile, upload, index, and validate loan documentation
Confirm required forms, fees, and documentation are complete and accurate
Collect and analyze client income, assets, investments, and debts against regulatory, product, and underwriting requirements
Verify supporting income, asset, liability, and Social Security documentation
Communicate discrepancies, missing data, and outstanding documentation to Mortgage Advisors and Mortgage Client Coordinators
Coordinate with third-party partners to obtain appraisals, credit supplements, title commitments, verifications, insurance, payoff statements, and related information
Obtain and review tax transcripts, insurance documentation, condo questionnaires, employment verifications, fraud alerts, and appraisals as applicable
Order documents required by AUS findings, investors, and agencies
Prioritize and monitor workflow to meet Pinnacle's SLAs
Prepare, resubmit, and clear PTA, approval, and PTC underwriting conditions
Prepare and deliver Change of Circumstance, Loan Estimate, NOI, Adverse Action, and other client notifications
Close incomplete loan files when required documentation is not received
Refer clients to Trust, Investments, Insurance, Treasury Management, and other specialty areas
Assist team members and perform other assigned duties

Requirements

What you’ll need

High School Diploma or Equivalent required; college degree preferred
Minimum of 10 years' experience in financial services and/or mortgage lending
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
Broad knowledge of bank products and services
Knowledge of federal and state banking regulations and mortgage lending compliance requirements
Knowledge of Fannie Mae, Freddie Mac, FHA, USDA, VA, and Jumbo loan underwriting guidelines
Effective verbal and written communication skills
Excellent organizational and time-management skills and attention to detail
Understanding of critical mortgage lending documentation, processes, and procedures
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy
Ability to multitask competing priorities and meet tight deadlines
Excellent client service skills
Tact and diplomacy in dealing with clients and team members
Ability to perform the listed physical activities, including prolonged sitting/standing, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping