Loan Officer Assistant

Union Home Mortgage; Doylestown (Bucks County); On-site; USD 42,000 - 52,000; Full time

Job summary

Union Home Mortgage seeks a Loan Officer Assistant to manage client communications from the initial contact through contract receipt. The role supports the Managing Loan Officer in a fast-paced environment, coordinating with borrowers, realtors and title companies to advance loans.

Ideal candidates have 1+ years in a loan officer assistant role, with strong attention to detail, organization, and proficiency in Encompass LOS and MS Office.

Qualifications

• 1+ years experience as Loan Officer Assistant or similar role.
• Knowledge of mortgage process and loan documentation.
• Strong organizational and multi-tasking abilities.

Responsibilities

• Provide WOW service from initial contact through contract receipt.
• Lead follow-up and activity tracking for clients.
• Review and collect borrower documentation; ensure completeness.
• Maintain regular contact with Managing Loan Officer on active files.
• Coordinate with realtors, title companies, and lenders to move files forward.

Skills

Encompass LOS

MS Office

Attention to detail

Time management

Customer service

Communication

Job description

Job Details

Job Location: Doylestown, PA 18901

Job Category: Sales

Responsible for managing communications, taking initial loan applications, support and guidance to customers throughout the loan process, and supporting the managing loan officer from contact to contract as necessary in a fast-paced environment.

At UHM, we understand diversity comes in many different forms. Its our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned.

TOP 3 Job Duties

• Provide WoW service to all clients from initial contact through the contract received
• Lead Follow Up
• Document review

• Collect client basic information, either over the phone or initiate through myUHM app.
• Request and review all necessary borrower documentation.
• Full review of all borrower documentation and follows up on additional information needed
• Maintains regular contact with the Managing Loan Officer on the status of all active files
• Attends weekly huddle with LOA Team Leader and all sales huddles
• Initiates contact with new leads and realtors and asks for an appointment to meet with the Managing Loan Officer
• Pull Initial credit and provide a list of required documents for pre-approval appointment and collect such documentation for the file.
• Add contract details to the loan file when the contract is received, including completing file contacts with the title company and realtor contact details
• Manage Lead tracker with communication for Team Meetings
• Double-check guidelines when needed with the UW helpdesk

• Acts as liaison between borrower and other third parties such as realtor, and title company in communication

Qualifications

Education and/Or Experience

• 1+ years of experience in a Loan Officer Assistant role preferred

SKILLS

• Be structured, detailed and accurate in his/her approach to tasks
• Knowledge of the Encompass LOS and MS office suite
• Ability to identify and resolve client issues with good judgment.
• Have a desire to work in an energetic and high paced environment
• Skilled at Multi-tasking and staying organized with proper time management

This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.