Loan Officer Assistant - LP1

Union Home Mortgage; Houston (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Union Home Mortgage is seeking a detail‑oriented Loan Officer Assistant to support the loan process in Houston, TX. You will handle initial applications, collect documents, and liaise with the Managing Loan Officer to move files toward contracts in a fast-paced environment.

The role requires 1–2 years in a basic loan officer assistant position, familiarity with Encompass LOS and MS Office, and strong multitasking, time management, and client‑service skills to deliver WoW service from first

Qualifications

• 1–2 years in a basic Loan Officer Assistant role.
• Proficiency with Encompass LOS and MS Office.
• Structured, detailed, and accurate in task execution.
• Ability to resolve client issues with good judgment.
• Capable of multitasking in a fast-paced environment.

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 via the myUHM app.
• Request and review all necessary borrower documentation.
• Full review of borrower documents and follow-up on missing information.
• Maintain regular contact with the Managing Loan Officer on status of active files.
• Attend weekly huddle with LOA Team Leader and sales huddles.
• Initiate contact with new leads and realtors to set appointments with the Managing Loan Officer.
• Pull initial credit and provide a list of required documents for pre-approval and collect such documents.
• Add contract details to loan file when contract is received, including title company and realtor contacts.
• Manage Lead tracker with communication for Team Meetings.
• Double-check guidelines with UW helpdesk.
• Act as liaison between borrower and third parties (realtor, title company).

Skills

Structured approach

Attention to detail

Issue resolution

Time management

Multi-tasking

Client service

Tools

Encompass LOS

MS Office

Job description

Job Details

Job Location: Houston, TX 77034

Job Category: Sales

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

include the following. Other duties may be assigned.

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

• 1-2 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.