Job Description
The ideal candidate is proactive, detail-oriented, analytical, and comfortable being pulled in multiple directions. This person should be able to stay organized across licensing deadlines, reporting due dates, internal requests, and regulatory requirements. They should be a strong team player who is willing to jump in, volunteer to help, and provide excellent customer service to internal business partners.
This role would be a strong fit for someone with hands-on mortgage licensing experience who understands NMLS, branch and LO licensing, renewals, DBAs, business licenses, and state reporting requirements. The team is especially interested in someone who can bring reporting experience or stronger technical/data skills, while still being comfortable with day-to-day licensing operations.
• Manage company, branch, and LO licensing (applications, renewals, maintenance) through NMLS and state/local agencies
• Support business, city, and state licensing, including DBAs, shared spaces, and branch changes
• Coordinate onboarding/offboarding of licensed employees in NMLS
• Track continuing education requirements for LOs
• Maintain accurate data across NMLS, LOS, and internal systems
• Support monthly, quarterly, and annual reporting, including Mortgage Call Reports and state-specific reporting
• Analyze licensing and mortgage data, flag discrepancies, and escalate issues
• Manage licensing deadlines, renewals, filings, and tracking spreadsheets
• Work out of a ticketing system/shared inbox to support internal requests
• Partner with internal teams (LOs, branch managers, compliance, etc.) to resolve licensing inquiries
• Stay up to date on regulatory changes and communicate updates
Support compliance projects, process improvements, and reporting initiatives
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 3+ years of mortgage compliance or licensing experience
• Strong experience with NMLS, licensing, and renewals
• Knowledge of mortgage regulations and licensing processes
• Experience supporting compliance or licensing reporting
• Strong Excel and Microsoft Office skills
• Power BI
• LOS experience
• Highly organized with the ability to manage multiple deadlines
• Strong communication and customer service skills
• Ability to work independently in a fast-paced environment
Strong attention to detail, analytical thinking, and problem-solving skills
Nice to Have Skills & Experience
Bachelor’s or Associate’s degree preferred (or equivalent experience)
• Mortgage Call Report or state reporting experience
• Experience analyzing mortgage or licensing data
• Experience with DBAs, business/city licenses, shared spaces
• Experience working in a ticketing system/shared inbox
• Project coordination or process improvement experience
Familiarity with SAFE Act and mortgage compliance regulations
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.