Loan Officer Assistant & Processor: Pipeline Master

Union Home Mortgage; Marion (OH); On-site; USD 1,100 - 1,600; Full time

Job summary

Union Home Mortgage Corp. in Marion, OH seeks a dedicated loan assistant/processor to manage communications, take and disclose applications for managing loan officers, and support the team through the loan process from contract to close.

The role emphasizes pipeline management, document reviews, and coordination with operations, title companies, and realtors to ensure timely closings and accurate disclosures.

Qualifications

• 3+ years 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
• Document review/updates
• Work with operations partners in all aspects of the loan process to closing
• Coordinate with realtors and title company to arrange the closing
• Communicate with agents to deliver Tuesday updates verbally and written
• Takes loan applications and discloses to client on behalf of LO with updated needs list
• Maintain regular contact with Managing Loan Officer on status of all active files
• Organize and submit final loan file to MS within 24 hours 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 and processor to facilitate gathering and 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

Skills

Loan processing

Customer service

Pipeline management

Documentation

Disclosures

Tools

Encompass LOS

MS Office

Job description

Union Home Mortgage Corp. in Marion, OH seeks a dedicated loan assistant/processor to manage communications, take and disclose applications for managing loan officers, and support the team through the loan process from contract to close.

The role emphasizes pipeline management, document reviews, and coordination with operations, title companies, and realtors to ensure timely closings and accurate disclosures.