Loan Officer Assistant

Union Home Mortgage Corp.; Fort Mitchell (KY); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading mortgage provider in Fort Mitchell, KY, is seeking a Loan Officer Assistant to manage communications and assist clients throughout the loan process. The ideal candidate has 1-2 years of experience in a similar role, excellent organizational skills, and a willingness to thrive in a fast-paced environment. Responsibilities include document review, lead management, and ensuring smooth communication between clients and loan officers. Join a company committed to diversity and inclusion, offering opportunities for professional growth.

Qualifications

• 1-2 years in a basic Loan Officer Assistant role.

Responsibilities

• Manage communications and initial loan applications.
• Support the Managing Loan Officer throughout the loan process.
• Document review and collection of client information.
• Initiate contact with new leads and realtors.

Skills

Structured, detailed and accurate task approach

Knowledge of the Encompass LOS

Proficiency in MS Office Suite

Ability to resolve client issues

Desire to work in a high-paced environment

Multi-tasking and time management skills

Education

1-2 years as a Loan Officer Assistant

Tools

Encompass LOS

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

• 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

• 1-2 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.