Union Home Mortgage

  • Loan Officer Assistant

    Job Locations US-OH-Dayton
    Posted Date 3 weeks ago(7/31/2018 3:16 PM)
    Job ID
    2018-1110
    # of Openings
    1
    Category
    Administration
  • Overview

    Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Loan Officer and Branch Manager/Team Leader as necessary in a fast-paced environment.

    Responsibilities

    • Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e. name, address, contact information, purpose of call, etc.
    • Sets and confirms appointments with clients, realtors and business partners
    • Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer
    • Acts as liaison between borrower and other third parties such as realtor, title company in communication
    • Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.
    • Works with operations partners in aspects of the loan process or closing
    • Coordinates with realtors and title company to arrange the closing
    • Communicates on a regular basis with borrower and realtor providing loan status updates
    • Provides prospective borrower with information unrelated to loan terms (i.e. best days of the month to schedule loan closing)
    • Communicates on behalf of the mortgage LO information not directly involved with negotiating or re-negotiating/changing loan terms
    • Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed
    • Creates, updates and maintains social media (i.e., Managing LO Facebook page)
    • Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers
    • Plans and organizes networking events, including lunches, training programs, etc.
    • Act as a liaison between clients and business partners and connect people as appropriate or as needed
    • Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process
    • Maintains regular contact with Managing Loan Officer on status of all active files
    • Employee is not paid under the terms of LO Compensation pay structure per TILA

    Education & Qualifications

    • 1-2 years of office mortgage experience is preferred or 1 year of customer service experience
    • Be cheerful, positive, direct and have a clear speaking voice in dealing with clients in person and on the phone
    • Have an ability to communicate with solid verbal and written skills
    • Be prompt and courteous
    • Be structured, detailed and accurate in his/her approach to tasks
    • Have a solid understanding of Microsoft Office products
    • Superior organizational skills
    • Have a desire to work in an energetic and high paced environment

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