Loan Officer Assistant

Job Details

Job Location:

Carmel, IN 46290

Job Category:
Sales

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.

• Provide WoW service Contract to Close
• Manage the Pipeline
• Document review/Updates
• Work with operations partners in all aspects of the loan process to the closing
• Coordinate with realtors and title company to arrange the closing
• Communicate with agents to deliver Tuesday updates verbally and in writing
• 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
• Complete VOR, VOE and tax transcripts as needed
• Order title and appraisal on files
• Work with client and processor to facilitate gathering and submission of all conditions
• Perform pipeline management with processor and team weekly meetings
• Complete pre-close checklist with client 48 hours prior to closing
• Attend weekly huddle with LOA Team leader
• Attend all Sales Huddles

• 3+ years experience as a Loan Officer Assistant
• Loan Processor experience a plus

• Be 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 judgment
• 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.