Loan Officer Assistant

Union Home Mortgage; Dublin (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Union Home Mortgage is seeking a Loan Officer Assistant in Dublin, OH to provide world-class service and manage documentation from initial contact to contract. You will be responsible for lead follow-up, client information collection, and maintaining communication with the Managing Loan Officer.

The ideal candidate has 1+ years in a similar role and is skilled at multi-tasking in a fast-paced environment.

Join a team that values structure, detail, and accuracy while you contribute to our clients' success.

Responsibilities

• Provide world-wide service to all clients from initial contact through contract receipt.
• Lead follow-up on client documentation.
• Maintain regular contact with the Managing Loan Officer.
• Request and review all necessary borrower documentation.
• Initiate contact with new leads and realtors.

Skills

Structured and detailed approach

Knowledge of Encompass LOS

Ability to resolve client issues

Desire for a high-paced environment

Multi-tasking skills

Education

1+ years in Loan Officer Assistant role

Tools

MS Office suite

Job description

Job Details

Job Location: Dublin, OH 43017

Salary Range: $1.00 - $100.00 hourly

Job Category: Sales

Responsibilities

• Provide world-wide service to all clients from initial contact through contract receipt
• Lead follow-up
• Document review

Collect client basic information, either over the phone or via myUHM app.

Request and review all necessary borrower documentation.

Conduct full review of all borrower documentation and follow up on additional information needed.

Maintain regular contact with the Managing Loan Officer on the status of all active files.

Attend weekly huddle with LOA Team Leader and all sales huddles.

Initiate contact with new leads and realtors and ask 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.

Act as liaison between borrower and other third parties such as realtor and title company in communication.

Qualifications

Education and/or Experience:

• 1+ years in a basic Loan Officer Assistant role

Skills

• Be structured, detailed and accurate in approach to tasks
• Knowledge of Encompass LOS and MS Office suite
• Ability to identify and resolve client issues with good judgment
• Desire to work in an energetic and high-paced environment
• Skilled at multi-tasking and staying organized with proper time management

Legal and Diversity Statements

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.

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.