Loan Officer Assistant

ESSENTIAL DUTIES AND 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.

Qualifications

• 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