Loan Officer Assistant

Union Home Mortgage; Lakeside Park (KY); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

Union Home Mortgage is seeking a Loan Officer Assistant to support the loan process from initial contact to contract. You will collect client information, review borrower documents, and maintain ongoing communication with the Managing Loan Officer in a fast-paced environment.

Responsibilities include following up with leads and realtors, pulling initial credit, and coordinating with title and escrow teams to ensure timely file progression.

Qualifications

• 1-2 years in a basic Loan Officer Assistant role.
• Structured, detailed and accurate in approach to tasks.
• Knowledge of the Encompass LOS and MS Office suite.
• Ability to identify and resolve client issues with good judgement.
• Desire to work in an energetic and high-paced environment.
• Skillful at multi-tasking and staying organized with proper time management.

Responsibilities

• Provide WoW service to all clients from initial contact through the contract received.
• Lead Follow Up.
• Document review.
• Collect client basic information and upload via myUHM app.
• Review borrower documentation and follow up on missing items.
• Maintain regular contact with the Managing Loan Officer on status of files.
• Attend weekly huddles with LOA Team Leader and sales huddles.
• Initiate contact with new leads and realtors to set appointments.

Skills

Time management

Multi-tasking

Attention to detail

Good judgement

Tools

Encompass LOS

MS Office

Job description

Job Details

Job Location: Lakeside Park, KY 41017
Salary Range: $1.00 - $1.00 Hourly
Job Category: Sales
Responsible for managing communications, taking initial loan applications, supporting and guiding customers throughout the loan process, and supporting the managing loan officer from contact to contract as necessary in a fast-paced environment.

TOP 3 Job Duties

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

Additional Responsibilities

• Collect client basic information, either over the phone or initiate through myUHM app.
• Request and review all necessary borrower documentation.
• Perform full review of 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

• 1-2 years in a basic Loan Officer Assistant role.
• Structured, detailed and accurate in approach to tasks.
• Knowledge of the Encompass LOS and MS Office suite.
• Ability to identify and resolve client issues with good judgement.
• Desire to work in an energetic and high-paced environment.
• Skillful 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.