REL Mortgage Assumption Specialist I

Job#: 3052414

Job Description:

REL Mortgage Assumption Specialist I

Location: Pensacola, Florida (Hybrid)

Role Overview

This position is responsible for examining, evaluating, and processing tasks associated with assumption and release of liability requests. The specialist will serve as the primary point of contact, coordinating the process from origination to disposition. The role involves working under moderate supervision to perform routine tasks and analysis, ensuring compliance with all applicable laws and guidelines.

Key Responsibilities

• Manage inbound and outbound member calls regarding assumption and release of liability requests.
• Obtain, review, and verify required loan documentation for accuracy and completeness.
• Monitor and respond to written communication channels, including email, fax, and live chat.
• Ensure validation of Successor in Interest as regulated by the Consumer Financial Protection Bureau (CFPB).
• Communicate with members, attorneys, title companies, and other external parties regarding documentation and process status.
• Coordinate settlement dates with all involved parties.
• Analyze, research, and resolve discrepancies and issues related to member accounts and loans.
• Update loan notes and provide administrative support for the Assumptions team.

Required Qualifications

Experience: 1-5 years of relevant experience. Experience in managing multiple priorities independently or in a team environment to achieve goals.

Technical Skills: Working knowledge of CFPB servicing rules and NCUA requirements. Working knowledge of current regulations and investor guidelines. Effective word processing and spreadsheet software skills.

Preferred Qualifications

• Associate degree in Business Administration, Finance, or a related field.
• Working knowledge of credit union operations and processes.
• Working knowledge of NCUA regulations that govern the activities, products, and services of the business unit.
• Working knowledge of products, services, processes, requirements, and systems related to the business unit.

How to Apply

Please submit your top 6 candidates for review and direct questions to (TAFW).

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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Employee Type:

Contract

Location:

Pensacola, FL, US

Job Type:

Date Posted:

September 16, 2026

Pay Range:

$15 - $20 per hour

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