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Union Home Mortgage Corp. · 7 hours ago

Loan Officer Assistant

Plano, TX

Full-time

Onsite

Entry Level

1+ years exp

Union Home Mortgage Corp. is committed to improving inclusion in the workplace and values diversity among its partners. The Loan Officer Assistant will manage communications, assist customers throughout the loan process, and support the managing loan officer in a fast-paced environment.

BankingCreditFinancial ServicesInsuranceMortgage

No H1B

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 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

Qualification

Encompass LOSLoan officer LicenseMS Office SuiteMulti-taskingClient issue resolutionTime managementAttention to detail

Required

1-2 years in a basic Loan Officer Assistant role

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

Loan officer Licence in the state you do business

Company

Union Home Mortgage Corp.

Glassdoor3.8

Since our inception in 1970, Union Home Mortgage has guided hundreds of thousands of aspiring homebuyers through the process of achieving homeownership.

Founded in 1970

Strongsville, Ohio, USA

1001-5000 employees