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The Hello Team

Commercial Mortgage Underwriting Assistant

The Hello Team

Remote Commercial Mortgage Underwriting Assistant supporting the underwriting and deal management process for a brokerage. Assisting with loan opportunities and maintaining accurate pipeline tracking.

Posted 4/25/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Underwrite deals, document key information, and report findings to the manager
  • Collect and organize all required deal documentation and information
  • Track the deal pipeline and ensure all deals are consistently updated
  • Provide updates every two days on all active deals in the pipeline
  • Support deal flow and ensure no items are missed or delayed
  • Analyze financial statements and supporting documents related to loan applications
  • Assist in preparing underwriting summaries and deal presentations
  • Communicate with internal teams to gather missing information and ensure timely processing of deals
  • Perform other tasks related to the position

Requirements

What you’ll need
  • Proficient level of English (written and spoken)
  • Out-of-the-box thinker, proactive, reliable, organized, detail-oriented, self-motivated, and confident approach
  • Strong interpersonal and communication skills and collaboration skills
  • 1.5+ years of experience in underwriting for a commercial mortgage broker
  • High level of responsibility and reliability
  • Strong attention to detail and organizational skills
  • Ability to manage multiple tasks and follow through to completion
  • Proactive mindset with the ability to move deals forward and maintain workflow efficiency
  • Strong proficiency in Microsoft Excel, particularly for underwriting and financial analysis tasks
  • Positive attitude and the ability to learn and adapt quickly
  • Ability to understand and follow established processes accurately with minimal supervision
  • Ability to work in alignment with U.S. Eastern Time (New York time) business hours for at least four hours
  • Interested in long-term career opportunities
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet

Benefits

Comp & perks
  • 100% remote work
  • Full-time position with 40 hours weekly
  • Great work environment with potential for growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
underwritingfinancial analysisdeal documentationpipeline trackingloan applicationsunderwriting summariesdeal presentationsattention to detailtask managementproficiency in Microsoft Excel
Soft Skills
proactivereliableorganizeddetail-orientedself-motivatedinterpersonal skillscommunication skillscollaboration skillspositive attitudeadaptability