Remote-Mortgage / Real Estate Underwriting Assistant at CDL Human Resource

• We are seeking a brilliant, detail-oriented, and committed Mortgage / Real Estate
• Underwriting Assistant to support our dynamic operations team. This is a contract auditing
• and business-to-business (B2B) support role with significant responsibility in auditing
• contracts and compliance, reverse underwriting, and problem-solving.
• You will primarily interact with buyer’s agents (via email and occasional phone calls), ensuring
• they comply with Short Sale Cooperative’s strict terms and conditions. You will also audit
• incoming contracts, buyer financial documents, and provide creative solutions for complex short
• sale transactions.
• This is an ideal role for a highly intelligent individual who excels in math, critical thinking, and
• creative problem-solving, and who thrives in a high-tech, mission-driven office environment.

Key Responsibilities

Core Functions

• Audit contracts from buyer’s agents to ensure full compliance with terms & conditions

Review buyer submissions and audit supporting financial documents:

• Pay statements
• Tax returns
• Bank statements
• Conduct reverse underwriting: underwrite the loan to verify a buyer’s ability to afford the mortgage with a short sale
• Perform contract auditing and compliance checks accurately and efficiently
• Conduct digital filing, document auditing, and financial analysis (math skills required)
• Maintain detailed, organized records; ensure all paperwork is properly executed and compliant
• Provide exceptional B2B communication and support to buyer’s agents; help them understand Short Sale Cooperative’s processes and regulations
• Proactively problem-solve complex distressed home ownership scenarios to achieve optimal client outcomes
• Perform administrative duties, including task management, follow-ups, and occasional phone calls to banks
• Work with CRM systems (e.g., Salesforce or similar) and Adobe Acrobat to manage workflows and documents
• Navigate Windows OS confidently and efficiently
• Collaborate with internal teams in a fast-paced, high-performance office environment

Soft Skills

• Display maturity, professionalism, and exceptional intelligence in all interactions
• Exercise attention to detail, ensuring all tasks are completed with accuracy and timeliness
• Apply creative problem-solving to unique and evolving challenges
• Communicate clearly and professionally, both written (email-heavy role) and verbal
• Maintain a positive, compassionate demeanor even in high-stakes and sensitive situations
• Technical Skills
• Microsoft Office (Word, Excel, Outlook) and Google Workspace (Docs, Sheets, Gmail, Calendar)
• Familiarity with CRM platforms such as Salesforce or similar
• Proficiency in Adobe Acrobat for document management and auditing
• Basic understanding of AI fundamentals a plus
• Must be able to work on Central and Mountain Time Zones
• Tech-savvy with strong administrative and digital skills

Requirements

• Education
• Bachelor’s degree or diploma in a relevant field preferred (highly intelligent candidates with proven experience strongly encouraged to apply)
• Equivalent of 16 years of formal English education (reading, writing, speaking)

Experience

• Minimum 3 years’ experience managing document workflows and auditing in an office environment(People who have worked in Banks under mortgages are encouraged to apply)
• Proven track record of contract auditing, underwriting support, accounting, or related field
• Experience working in real estate, mortgage, or financial services a strong plus
• Accounting skills and superior math abilities highly desirable
• Experience auditing pay statements, tax returns, and bank statements preferred