Loan Officer Assistant - LP1

At Union Home Mortgage (UHM) we are committed to improving inclusion in the workplace through programs and policies that create a positive environment where every partner can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure you know #UBelongAtUHM!

Responsibilities

• Provide “Wow” service to all clients from initial contact through contract receipt.
• Follow up leads, review documents, and collect client basic information via phone or the myUHM app.
• Request and review all necessary borrower documentation; conduct a full review and follow up on additional information as needed.
• Maintain regular contact with the Managing Loan Officer on the status of all active files.
• Attend weekly huddle with the LOA Team Leader and all sales huddles.
• Initiate contact with new leads and realtors, and schedule appointments with the Managing Loan Officer.
• Pull initial credit, provide a list of required documents for pre‑approval appointments, and collect such documentation for the file.
• Add contract details to the loan file when received, including completing file contacts with the title company and realtor.
• Manage the lead tracker with communication for team meetings.
• Double‑check guidelines with the underwriting helpdesk when needed.
• Act as liaison between borrower and third parties such as realtors and title companies.
• Other duties may be assigned.

Qualifications

Education and/or Experience: 1–2 years in a basic Loan Officer Assistant role.

Skills

• Structured, detailed, and accurate approach to tasks.
• Knowledge of Encompass LOS and Microsoft Office suite.
• Ability to identify and resolve client issues with good judgment.
• Desire to work in an energetic and high‑paced environment.
• Skilled at multitasking and staying organized with proper time management.

This employer participates in E‑Verify. If hired, the employer will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the United States.