Loan Officer Assistant

Union Home Mortgage Corp.; Dublin (OH); On-site; USD 30,000 - 50,000; Full time

Job summary

Union Home Mortgage Corp. seeks a Loan Officer Assistant to manage client communications and support the loan process in a fast-paced environment. Responsibilities include initial contact, documentation review, and liaising between clients and third parties.

The ideal candidate will have over a year of experience in a similar role, showcase strong organizational skills, and be proficient with software like Encompass and MS Office. This role emphasizes a commitment to diversity and an inclusive work culture.

Responsibilities

• Manage client communications from initial contact to contract.
• Review borrower documentation and maintain active file status.
• Liaise between the borrower and third parties.

Skills

Structured and detailed approach

Knowledge of Encompass LOS

Problem-solving with good judgment

Energetic and high-paced work style

Multi-tasking and organizational skills

Education

1+ years in a Loan Officer Assistant role

Tools

MS Office Suite

Job description

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. It’s 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

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 in a basic Loan Officer Assistant role

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.