Loan Officer Assistant

Union Home Mortgage Corp.; Marion (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company located in Marion, Ohio, is seeking a Loan Officer Assistant to manage communications and guide customers throughout the loan process. The ideal candidate will have 1-2 years of experience in a similar role, possess a loan officer license, and be skilled in organization and time management. Responsibilities include handling client inquiries, reviewing documents, and coordinating with the Managing Loan Officer and other involved parties to facilitate smooth transactions.

Responsibilities

• Manage communications and take initial loan applications.
• Provide service from initial contact through contract received.
• Document review and collection of client information.
• Maintain contact with Managing Loan Officer on active files.
• Act as liaison between borrower and third parties.

Skills

Structured approach to tasks

Knowledge of Encompass LOS

Proficiency in MS Office

Ability to resolve client issues

Desire for high-paced environment

Multi-tasking

Time management

Education

Loan officer license in applicable state

1-2 years in Loan Officer Assistant role

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.

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 follow 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

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

Certificates, licenses, registrations

• Loan officer licence in the state you do business

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.