Remote- Mortgage / Real Estate Underwriting Assistant-(Contract Auditing & B2B Support Role) 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 sensitivysituations
• Neutral, American-sounding English accent and professional fluency.

Requirements

Education

• Bachelor’s degree 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
• 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