Loan Officer Assistant
at Union Home Mortgage Corp
Tulsa, OK 74119, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 15 Nov, 2024 | Not Specified | 18 Aug, 2024 | 1 year(s) or above | Time Management | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Responsible for managing communications, taking initial loan applications, 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.
At UHM, we understand diversity comes in many different forms. Its 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 valuediversity, educate onequity, and createinclusive partner opportunitiesto ensure that you know#UBelongAtUHM!
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
TOP 3 Job Duties:
- 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
EDUCATION AND/OR EXPERIENCE
- 1-2 years in a basic Loan Officer Assistant role
SKILLS
- 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
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 communicatio
REQUIREMENT SUMMARY
Min:1.0Max:2.0 year(s)
Financial Services
HR / Administration / IR
Finance
Graduate
Proficient
1
Tulsa, OK 74119, USA