CDL Human Resource
CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.
Remote-Mortgage / Real Estate Underwriting Assistant
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
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