Union Home Mortgage

  • Loan Officer Assistant Team Lead

    Job Locations US-Remote
    Posted Date 3 weeks ago(4/30/2018 11:18 AM)
    Job ID
    # of Openings
    Sales Leadership
  • Overview

    The Loan Officer Assistant Team Leader (LOA Team Leader) will assist our LOA partners in in the day-to-day management of their job functions and provide assistance in achieving quality and productivity metrics. The LOA Team Leader will serve as subject matter expert and mentor a team of assigned LOAs by providing feedback to aid in the development of new skills and refinement of existing skills.


    • Serve as a coach and mentor to a team of LOAs by providing feedback to aid in the development of new skills and refinement of existing skills while keeping Loan Officer and Sales Management informed of progress
    • Conduct post-transition training for all incoming LOAs
    • Acts as the point of contact for inquiries and guide the LOAs on their daily functions.
    • Manage a pipeline of loans handled by the assigned LOA team and ensure quality and productivity metrics are met
    • Review and audit a sample of files prior to submission to Underwriting and reporting back findings weekly to Loan Officer.
    • Work with Loan Officers and Field Sales Managers to resolve any loan issues

    Education & Qualifications

    • High school diploma or equivalent
    • 3-5 years of experience in a sales/financial environment
    • Minimum of 3 years of management/supervisory experience
    • Excellent communication (verbal and written), interpersonal and organizational skills
    • Positive attitude with lots of energy and self-motivation
    • Excellent computer skills with proficiency in Microsoft Office Suite
    • Ability to work with various work backgrounds and experience levels
    • Ability to develop and maintain excellent working relationships across departments
    • Ability to multitask, prioritize, and manage large volume of tasks while providing excellent customer service
    • Ability to exercise discretion on sensitive or confidential matter
    • Ability to identify and resolve client issues and use good judgment in making immediate decisions


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