Loan Officer Assistant

Loan Officer Assistant

Union Home Mortgage Corp. (UHM)

Responsible for managing communications, taking initial loan applications, providing 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.

• 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
• Maintain regular contact with the Managing Loan Officer on the status of all active files
• Attend weekly huddle with LOA Team Leader and all sales huddles
• Initiate contact with new leads and realtors and ask 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
• Act as liaison between borrower and other third parties such as realtor, and title company in communication

• 1-2 years in a basic Loan Officer Assistant role

• 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
• Have a desire to work in an energetic and high paced environment
• Skilled at multi‑tasking and staying organized with proper time management

• Loan officer Licence in the state you do business

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.

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.

• Entry level

• Full‑time

• Finance and Sales

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