Loan Setup/Receptionist

Certainty Home Loans Montgomery , AL 36101

Posted 2 months ago


First and foremost Certainty Home Loans is about people. We're about doing whatever it takes to find the right home mortgage for you. We are about personal attention, about simplifying the process through our expertise and transparency. Because in an industry where many of the products stay the same, it is the team of individuals helping you and the service they provide that make the difference.


In January 2000-armed with passion, ethics, and experience-we wanted to create a successful company built on forming solid partnerships with real estate agents and builders who shared a similar vision; to make homeownership a reality by putting people first. At the time, it was a unique concept in the home mortgage industry. We opened the doors to the public on March 1, 2000, as WR Starkey Mortgage, LLP.

Today, our name has changed to Certainty Home Loans, LLC but our core belief in treating people right while providing unparalleled customer service and mortgage expertise remains. We are nationally recognized with a reputation for offering a wide range of loan products and a commitment to the communities we serve.


We never want to lose sight of our values and the importance of the individual. We hire talented, entrepreneurial individuals to run our day-to-day operations. These individuals are selected because of their abilities to grow our company while maintaining exceptional customer support. People are our #1 asset at Certainty Home Loans. Our approach is to involve all employees in the direction of the company by allowing them to provide direct feedback to management. This provides the incentive for all employees to manage the business as if it were their own.

Pay is commensurate with experience

General Job Information

We're looking for a Mortgage Set-Up person who would like to join the Certainty Home Loans team. This position is responsible for opening loan files and setting files up to go to Underwriting. An ideal candidate takes their work seriously, is very organized, detail-oriented, has good computer skills, great customer service skills, and enjoys working in a positive team environment

Jobs Duties to include but not limited to a variety of tasks listed below:


  • Meets and greets visitors, customers, and employees. Contacts appropriate manager and/or escorts visitor to meeting space.

  • Answer the phone and route calls to the appropriate party.

  • Retrieves, scans, and/or files documents as requested.

  • Assist with copiers/printers/fax machines as needed. Helps refill with paper and clear jams as they occur. Coordinate help by IT, if necessary.

  • Receives mail/or other parcels and distributes to appropriate parties (manage to track as well).

  • Sorts and applies postage to outgoing mail. Prints labels and coordinates shipments.

  • Ensures office supplies are readily available for staff use. Orders supplies as needed or requested.

  • Maintains supply cabinets, closets, and kitchen cabinets for organization and cleanliness.

  • Ensures conference room schedule is adhered to and that cleanliness of rooms is kept in a presentable manner at all times.

  • Ensures daily in-office refreshments are ready for employees at the beginning of each day. Orders items as necessary or requested.

  • May coordinate office-wide lunches including ordering, taking delivery, setting up, and cleaning afterward.

  • Will work with Branch Manager to coordinate branch functions.

  • Coordinates with building management for maintenance needs from time to time.

  • Handles cubicle and office turnover when an employee leaves and ensures space is ready for new hires before their start date.

  • May prepare documents such as simple correspondence, agendas, meeting materials, etc.

  • May coordinate light travel, as requested.


  • Receive completed applications from Loan officers

  • File documentation appropriately in the GDR

  • Order VOI's, and VOA's

  • Order loan beam (self-employed borrowers)

  • Order verbal verification's of employment

  • Order title

  • Verify Address

  • Issue notice of incomplete

Required Skills and Competencies:

  • Strong communicator with interpersonal skills.

  • Strong collaboration and organization skills.

  • Positive attitude.

  • Great Communication Skills both written and verbal

  • Must have excellent computer skills

  • Must be able to multi-task

  • Must be able to work in a fast-paced environment

  • Must be an independent quick learner

  • Ability to organize and prioritize work

  • Mortgage experience a plus+

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Loan Setup/Receptionist

Certainty Home Loans