Loan Officer Assistant/Processor

Union Home Mortgage Corp.; Marion (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

A financial services company in Ohio is looking for an experienced Loan Assistant to manage communications and support the loan process from contract to close. The ideal candidate will have over three years of experience, strong organizational skills, and a solid understanding of loan procedures and requirements. You will ensure excellent service to clients and coordinate with various partners to facilitate smooth transactions. Join a diverse team committed to inclusion and excellence.

Qualifications

• 3+ years of experience as a licensed loan assistant or processor.
• All licensing requirements must be met per the SAFE Act.

Responsibilities

• Provide WoW service from Contract to Close.
• Manage the Pipeline effectively.
• Review and update documents as needed.

Skills

Structured, detailed and accurate approach

Knowledge of Encompass LOS

Knowledge of agency guidelines

Client issue resolution skills

Ability to work in a high-paced environment

Multi-tasking and time management

Education

Licensed loan assistant or processor

Loan Officer License in the state

Tools

MS Office Suite

Job description

Responsible for managing communications, taking and disclosing applications on behalf of the managing loan officers, supporting the team with communication via operations staff to facilitate the loan from contract to close. Support and guidance to customers throughout the loan process, pipeline management with World Class service for all parties in the transaction.

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 Contract to Close
• Manage the Pipeline
• Document review/Updates
• Works with operations partners in all aspects of the loan process to the closing.
• Coordinates with realtors and title company to arrange the closing
• Communicates with agents to deliver Tuesday Updates verbal and written
• Takes loan applications and discloses to client on behalf of LO with updated needs list
• Maintains regular contact with Managing Loan Officer on status of all active files
• Organizes and submits final loan file to MS within 24 hrs. of receipt.
• Discuss UHM products, terms and costs with borrower
• Complete VOR, VOE and tax transcripts as needed
• Order title, appraisal on files
• Work with client & processor to facilitate gathering n submission of all conditions
• Pipeline management with processor and team weekly meetings
• Pre Close checklist with client 48 hours prior to closing
• Attend weekly huddle with LOA Team leader
• Attend all Sales Huddles

Qualifications

Education and/or Experience

• 3+ years experience as a licensed loan assistant or processor
• This position requires that all licensing requirements are met per the SAFE Act

Skills

• Be structured, detailed and accurate in his/her approach to tasks
• Knowledge of the Encompass LOS and MS office suite
• Knowledge of agency guidelines on FHA/VA/USDA/CONV/HFA
• Knowledge of RESPA and disclosure requirements
• 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 License 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.