TN Visa Mortgage Specialist Jobs
Mortgage Specialist roles qualify for TN visa sponsorship under the USMCA treaty's economist and financial analyst categories. Canadian citizens can apply at the border or a U.S. consulate without a lottery or cap. Mexican nationals require a consular appointment. Your degree in finance, economics, or a related field is the foundation of a clean TN filing.
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At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers’ continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
SUMMARY
The Business Systems Analyst supports the optimization, configuration, and ongoing enhancement of SS&C’s Precision LM Servicing Software and other systems, as assigned. This professional partners with the Business Systems Manager to analyze business needs, support system administration, document requirements, and ensure technology solutions align with organizational goals. They serve as a liaison between business users, technology teams, and vendors to improve processes, resolve issues, and enhance system driven efficiencies.
This position is available for a hybrid schedule (Minneapolis, MN office preferred) or remote schedule.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Support the Business Systems Manager in the product management and day‑to‑day administration of SS&C’s Precision LM Servicing Software and the Borrowers Viewpoint portal.
- Collaborate with internal cross‑functional teams to collect and document business requirements, identify system issues, and evaluate enhancement needs.
- Assist in vendor coordination by helping track requests, monitoring service levels, and gathering user feedback to support enhancement proposals.
- Support system administration, user maintenance and security configurations and provide day‑to‑day end‑user support and triage issues for escalation.
- Participate in release management and coordinate internal testing and acceptance.
- Create training resources and conduct system training, as needed.
- Analyze data using tools such as SQL and Excel to support reporting, troubleshooting, and system validation.
- Maintain documentation of system workflows, configurations, and integrations.
- Perform other duties as assigned.
REQUIRED EDUCATION AND EXPERIENCE
- 2–4 years of experience in business systems analysis, system administration, product support, or related work.
- Experience in the commercial mortgage industry.
- Ability to translate business requirements into functional documentation.
- Basic understanding of commercial loan administration processes and related software systems such as Commercial Mortgage Servicing platforms, Document Management, CRM, or Pipeline Management tools.
- Specific experience in Precision LM highly desirable.
- Working knowledge of general regulatory compliance in the financial services industry.
- Proficiency with SQL, Excel, and business intelligence or reporting tools.
- Bachelor’s degree preferred.
COMPETENCIES
- Strong foundational understanding of commercial real estate and commercial mortgage banking.
- Excellent verbal and written communication skills.
- High attention to detail and ability to manage multiple tasks.
- Proficiency in Microsoft Office Suite.
- Ability to work independently and collaboratively.
- Strong customer service and problem‑solving skills.
JOB EXPECTATIONS
This is a full-time position. Days of work are Monday through Friday during standard business hours. This position is available for a hybrid schedule (Minneapolis, MN office preferred) or remote schedule. Regular and reliable attendance required. Occasional domestic travel is required for this position.
BENEFITS
We offer a comprehensive benefits package for employees and their families including medical and dental plan; 401k plan including company matching; firm funded life and disability insurance.
Pursuant to the laws regarding job postings where the position is located in, Colliers is disclosing the following information:
Approximate Salary Range for this Role: $70,000 - $90,000.
This role is also eligible for discretionary bonus.
Our compensation ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training.
LI-KS1
LI-Remote
Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com
Make your next move an expert one.
At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers’ continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
SUMMARY
The Business Systems Analyst supports the optimization, configuration, and ongoing enhancement of SS&C’s Precision LM Servicing Software and other systems, as assigned. This professional partners with the Business Systems Manager to analyze business needs, support system administration, document requirements, and ensure technology solutions align with organizational goals. They serve as a liaison between business users, technology teams, and vendors to improve processes, resolve issues, and enhance system driven efficiencies.
This position is available for a hybrid schedule (Minneapolis, MN office preferred) or remote schedule.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Support the Business Systems Manager in the product management and day‑to‑day administration of SS&C’s Precision LM Servicing Software and the Borrowers Viewpoint portal.
- Collaborate with internal cross‑functional teams to collect and document business requirements, identify system issues, and evaluate enhancement needs.
- Assist in vendor coordination by helping track requests, monitoring service levels, and gathering user feedback to support enhancement proposals.
- Support system administration, user maintenance and security configurations and provide day‑to‑day end‑user support and triage issues for escalation.
- Participate in release management and coordinate internal testing and acceptance.
- Create training resources and conduct system training, as needed.
- Analyze data using tools such as SQL and Excel to support reporting, troubleshooting, and system validation.
- Maintain documentation of system workflows, configurations, and integrations.
- Perform other duties as assigned.
REQUIRED EDUCATION AND EXPERIENCE
- 2–4 years of experience in business systems analysis, system administration, product support, or related work.
- Experience in the commercial mortgage industry.
- Ability to translate business requirements into functional documentation.
- Basic understanding of commercial loan administration processes and related software systems such as Commercial Mortgage Servicing platforms, Document Management, CRM, or Pipeline Management tools.
- Specific experience in Precision LM highly desirable.
- Working knowledge of general regulatory compliance in the financial services industry.
- Proficiency with SQL, Excel, and business intelligence or reporting tools.
- Bachelor’s degree preferred.
COMPETENCIES
- Strong foundational understanding of commercial real estate and commercial mortgage banking.
- Excellent verbal and written communication skills.
- High attention to detail and ability to manage multiple tasks.
- Proficiency in Microsoft Office Suite.
- Ability to work independently and collaboratively.
- Strong customer service and problem‑solving skills.
JOB EXPECTATIONS
This is a full-time position. Days of work are Monday through Friday during standard business hours. This position is available for a hybrid schedule (Minneapolis, MN office preferred) or remote schedule. Regular and reliable attendance required. Occasional domestic travel is required for this position.
BENEFITS
We offer a comprehensive benefits package for employees and their families including medical and dental plan; 401k plan including company matching; firm funded life and disability insurance.
Pursuant to the laws regarding job postings where the position is located in, Colliers is disclosing the following information:
Approximate Salary Range for this Role: $70,000 - $90,000.
This role is also eligible for discretionary bonus.
Our compensation ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training.
LI-KS1
LI-Remote
Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Mortgage Specialist
Align your credentials to TN categories
Mortgage Specialist roles typically qualify under the Economist or Financial Analyst TN visa category. Your degree must be in economics, finance, or a closely related field. A general business degree without a finance concentration can trigger a TN refusal at the port of entry.
Target lenders experienced with visa sponsorship
Focus on federally chartered banks, credit unions, and mortgage companies that have recent visa sponsorship experience. These employers have HR teams familiar with work visa documentation and can draft the support letter that U.S. border officials and consulate officers expect to review during your TN application process.
Verify your state licensing requirements before applying
Most states require a Mortgage Loan Originator license through the Nationwide Multistate Licensing System. Confirm your provincial credentials transfer or plan your NMLS pre-licensing coursework before you accept an offer, since you cannot originate loans without it.
Use Migrate Mate to find employers who sponsor TN visas
Searching broadly wastes time on employers unfamiliar with TN requirements. Migrate Mate filters Mortgage Specialist roles by TN visa sponsorship history so you can focus your applications on employers already set up to hire Canadian and Mexican professionals.
Prepare a role-specific employer support letter
The employer support letter must describe your duties in terms that match the qualifying TN category, your degree field, and the specialty occupation definition. Generic offer letters citing only title and salary are the most common reason TN applications for financial roles are questioned at the border.
Understand how Mexican TN processing differs from Canadian
Canadian citizens can present their TN application directly at a U.S. port of entry. Mexican nationals must schedule a consulate appointment, which adds weeks to your timeline. Factor that gap into your start date negotiation so your employer isn't waiting on a delayed filing.
Mortgage Specialist TN Visa: Frequently Asked Questions
Does a Mortgage Specialist role qualify for a TN visa?
Yes, but the qualifying category depends on how the role is structured. Mortgage Specialist positions typically qualify under the Economist or Financial Analyst TN category. The key is that your job duties must involve financial analysis, market research, or advisory work, and your degree must be in a directly related field like finance or economics. A sales-only mortgage role with no analytical component is harder to defend.
How does TN compare to H-1B for Mortgage Specialist roles?
TN is faster and more predictable for this role. There is no annual lottery, no cap for Canadians, and no multi-month wait for USCIS adjudication. Canadian citizens can receive TN status at a port of entry the same day. H-1B visa requires lottery selection in April, then an October start date at the earliest. For most Mortgage Specialists, TN is the cleaner path if you hold Canadian or Mexican citizenship.
What documents does my employer need to prepare for my TN application?
Your employer must provide a support letter on company letterhead that specifies your job title, a description of duties that aligns with the qualifying TN category, your anticipated salary, and the duration of employment. You also need your original degree transcripts or diploma. If your degree is from outside the U.S. or Canada, a credential evaluation from a recognized service strengthens the application.
How do I find Mortgage Specialist jobs that offer TN visa sponsorship?
Standard job boards don't filter by visa sponsorship type, which means you'll spend most of your time on employers who don't understand TN requirements. Migrate Mate is built specifically for TN visa job seekers and surfaces Mortgage Specialist roles from employers with a history of sponsoring cross-border professionals, so you can apply where it actually makes sense.
Can I switch Mortgage Specialist employers while on TN status?
Yes, but you must obtain a new TN authorization before starting with the new employer. Your TN status is tied to the specific employer named in your original application. Canadian citizens can present a new TN application at a port of entry with a fresh support letter from the new employer. Mexican nationals need to return to a U.S. consulate for a new visa stamp before beginning the new role.