What are the responsibilities and job description for the Administrative Assistant position at Lendz Financial?
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!
Lendz Financial is seeking an exceptionally organized and detail-oriented Administrative Assistant to join our growing Operations team. No mortgage experience necessary – we'll teach you everything you need to know! Internally, this role is known as the Collateral Specialist and plays a vital part in managing collateral documentation, supporting servicing and funding processes, and ensuring the accuracy and compliance of loan files. It’s an excellent opportunity for a motivated professional to gain hands-on experience in financial operations while contributing to the smooth and efficient flow of post-closing activities. This position is fully onsite at our Fort Lauderdale headquarters on Las Olas Boulevard.
What You’ll Do
Collateral & Documentation Management
Lendz Financial is seeking an exceptionally organized and detail-oriented Administrative Assistant to join our growing Operations team. No mortgage experience necessary – we'll teach you everything you need to know! Internally, this role is known as the Collateral Specialist and plays a vital part in managing collateral documentation, supporting servicing and funding processes, and ensuring the accuracy and compliance of loan files. It’s an excellent opportunity for a motivated professional to gain hands-on experience in financial operations while contributing to the smooth and efficient flow of post-closing activities. This position is fully onsite at our Fort Lauderdale headquarters on Las Olas Boulevard.
What You’ll Do
Collateral & Documentation Management
- Review collateral packages from title companies, identify and request missing documents.
- Ship collateral packages to warehouse banks and log all tracking details in LendingPad, Zoho, and CRM systems.
- Register and transfer MIN numbers in the MERS system; create Alonges and upload Purchase Agreements as needed.
- Organize, maintain, and audit both original and digital loan documents for accuracy and compliance.
- Ensure all documentation meets investor and warehouse bank requirements.
- Prepare and manage FedEx labels, transmittals, and wire request documentation.
- Support the funding team as needed to ensure complete collateral packages for funding.
- Ensure adherence to company policies and compliance with investor and regulatory requirements.
- Minimum of 2 years’ experience in an administrative or operations capacity; mortgage experience a plus.
- High school diploma or GED required; Bachelor’s degree preferred.
- Strong attention to detail, organization, and time management.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new technology platforms.
- Ability to manage sensitive and confidential information with discretion.
- Demonstrates sound judgment, urgency, and accountability.
- Highly subsidized medical insurance
- Low-cost dental and vision coverage
- 401(k) program
- Health Savings Account (HSA)
- Generous paid time off
- Continuous training and career development opportunities
- A dynamic, mission-driven work culture where your growth matters