---
title: 'Assistant Mortgage Servicer at Ullico'
canonical: 'https://feeny.ai/job/assistant-mortgage-servicer-ullico-bethesda-00yeqgtakhdk'
type: 'job'
last_seen: '2026-09-08'
---

# Assistant Mortgage Servicer at Ullico

- **Company:** Ullico
- **Location:** Bethesda, MD
- **Compensation:** $56k–$82k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-30
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.lever.co/ullico/0a0cff4c-4da4-4847-8b86-892872c7fc66

## Job description

Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting an Assistant Mortgage Servicer to join a group that manages a $4.4 billion portfolio.  Ullico’s Real Estate Debt Group offers construction and permanent debt financing for commercial real estate.  This position is located at our Bethesda, MD office.

Job Duties:

- Enter data relative to new loans into computer system. Check entry for accuracy and completeness.
- Obtain all related source documents from Treasury and other contributing parties.   Process daily transactions to the loan system. Research and resolve missing payments. Monitor all payment activity.
- Obtain daily SOFR rates from Global Benchmark Administrator and the Wall Street Journal and input into the LMS Loan Servicing System. Follow up for second check sign off.
- Generate Accrual General Ledger Entries for the REIG Department (Delinquent and Pre-Paid loans).
- Input Deposits (checks and incoming wires) into the on-line Deposit System ensuring the correct cash account is used.
- Post general Ledger Entries for Separate J, Separate W and General Accounts.
- Track incoming funds to ensure that all funds intended for the Escrow Account are promptly transferred.
- Utilizing an Excel spreadsheet(s), balance required GL accounts daily to the Company Ledger. Ensure zero balances in cash accounts at month-end. Research and resolve issues related to unbalanced accounts. Ensure that month-end processing is completed accurately and on time.
- Facilitate loans, obtain information, respond to routine inquires, and resolve long-standing or complex problems by interfacing with outside vendors and representatives.
- Establish, maintain, and monitor various tickler systems for servicing functions. Obtain information and resolve issues by contacting borrowers and I or third parties.
- Coordinate and process wires for timely payment to investors and internal balancing of accounts. Request checks to pay third party invoices.
- Design and distribute scheduled and unique reports and excel spreadsheets.
- File documents and maintain servicing related binders.
- Perform other job-related duties that may be occasionally assigned.

## Minimum Qualifications

- Associate’s degree in accounting or equivalent training and/or experience.
- Two years of accounting experience required with a demonstrated knowledge and application of debits, credits, assets, liabilities, income and expense functions.
- Two years’ experience with real estate operations or loan servicing preferred.
- Demonstrated knowledge of PC in Windows environment with word processing and spreadsheet software required.
- Must take company excel test at an intermediate level.
- Familiarity with terminology and I or forms of functional area preferred.
- Demonstrated written and oral communication skills.

For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc.  Visit www.ullico.com. We offer a competitive starting salary and an outstanding benefits package including:

Health/Dental/Vision Pension 401K Health Savings Account Life Insurance Paid Time Off

Ullico is an Equal Opportunity Employer.  This organization participates in E-Verify.

Candidate Advisory: To protect applicants from recruitment fraud, all correspondence from our Human Resources department will originate from email addresses ending in @Ullico.com. We will never ask candidates to provide sensitive personal or financial information through any other email domain.

## About Ullico

## Company Overview
- **One-liner**: Ullico is the only labor‑owned insurance and investment company, dedicated to protecting and growing the North American labor movement.
- **Entity Type**: Private (labor‑owned, not publicly traded)
- **Headquarters**: Washington, D.C., USA
- **Founded**: 1927
- **Founders**: Founded by the American Federation of Labor (AFL) and its then‑president Samuel Gompers, with involvement from Matthew Woll

## Core Business
- **Primary industry**: Insurance and investment services focused on the union and multiemployer benefit plan market
- **Target customers**: B2B – union‑sponsored benefit plans, public employee benefit plans, union leaders, and signatory employers
- **Mission statement**: “To protect and grow the North American Labor Movement” by providing financial security to union members and their families

## Products & Services
- **Life & Health Insurance (Union Labor Life Insurance Company)**: Group life, health, and disability insurance products designed for union‑sponsored and public employee benefit plans. Retained 97% of in‑force group life business in 2025 and covered over 1.2 million members.
- **Property & Casualty Insurance (Ullico Casualty Group)**: Tailored liability insurance for union leaders, multiemployer fund fiduciaries, and signatory employers, including workers’ compensation alternative dispute resolution programs.
- **Investment Services (Ullico Investment Advisors)**: Real estate debt (“J for Jobs” – over $22 billion in loan financings since 1977), infrastructure funds (Ullico Infrastructure Fund – $6.7 billion AUM), real estate equity (Ullico Value‑Add Real Estate Fund I), and fixed‑income strategies (UIA Investment Management – $1.8 billion AUM).

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (labor‑owned private company)
- **Key Metric**: Pre‑tax operating earnings of $78 million in 2025; total assets under management of $13.4 billion (as of December 31, 2025)
- **Notable Investors/Partners**: Owned by unions and their members. Key partners include the AFL‑CIO, multiemployer pension funds, and public employee benefit plans. A.M. Best rating: A (Excellent) for Union Labor Life.
- **Growth Signals**: Record highs in gross written premium for life/health and property/casualty divisions in 2025; AUM increased by $1.2 billion; new real estate equity fund raised $184 million (targeting $250 million by June 2026); launched new products for 2026 and beyond.

## Competitive Advantages
- **Only labor‑owned insurance and investment company** – deep alignment with union values and a mission‑driven approach.
- **Over 95 years of experience** in the union marketplace, with a strong track record of serving multiemployer and public benefit plans.
- **High retention and financial strength** – 97% retention of in‑force group life business and an A (Excellent) rating from A.M. Best.
- **Proven job creation** – “J for Jobs” program has created nearly 350,000 union jobs and over 700 million working hours since inception.

## Strategic Focus
- **Protect and grow the labor movement** through new insurance and investment products tailored to union needs.
- **Expand investment services** – grow assets under management, especially in infrastructure and real estate equity, while maintaining a focus on union job creation.
- **Continue to deliver record financial performance** while investing in new initiatives for 2026 and beyond.
- **Strengthen community impact** – contributed over $1.8 million to nonprofit organizations and charitable causes in 2025.

## Why Work Here
- **Mission‑driven culture**: Employees contribute to the financial security of American workers and the labor movement.
- **Comprehensive benefits**: Health/dental/vision, 401(k) with employer match, pension plan, paid parental leave, tuition assistance, professional certification programs, and an Employee Assistance Program (EAP).
- **Work‑life balance**: The company states it “strives to provide a positive work‑life balance” and fosters camaraderie through social and sports activities.
- **Location**: Based in Washington, D.C. (1625 Eye Street, NW). The office is likely hybrid or in‑person; the careers page does not specify remote policy.
- **Stability and growth**: Over 95 years old with record financial strength, offering a stable environment with opportunities for growth.

## Sources
1. [Ullico Careers](https://www.ullico.com/about-ullico/careers/)
2. [Ullico Homepage](https://www.ullico.com/)
3. [Ullico About Page](https://www.ullico.com/about-ullico/)
4. [Ullico 2025 Annual Report](https://www.ullico.com/app/uploads/2026/05/UL_AnnualReport_2025_Web-2.pdf)
5. [Wikipedia – Ullico](https://en.wikipedia.org/wiki/Ullico)

## Other roles at Ullico

- [HR Business Partner](https://feeny.ai/job/hr-business-partner-ullico-bethesda-d2eqgeq02847) — Bethesda, MD
- [Sr. Portfolio Analyst](https://feeny.ai/job/sr-portfolio-analyst-ullico-chicago-retwm8s58hd8) — Chicago, IL