What are the responsibilities and job description for the Loan specialist position at UMortgage?
Loan Originator Assistant What Sets Us Apart At UMortgage, we have a customer-centric, service-based approach. We primarily focus on home purchases, providing an emphasis on consumer education, real estate agent relationships, and a personalized experience for home buyers.
Our goal is to empower our team members to provide a best-in-class experience at all times while prioritizing long-lasting relationship.
What We Need UMortgage is looking for Loan Originator Assistants who are driven, outgoing, and passionate about providing top-notch customer service to join our sales team.
As an LOA, you’ll be responsible for assisting Loan Originators, preparing and maintaining documentation, and communicating with clients.
What You’ll Do : Prepare and maintain all paperwork for existing and new loans, including loan disclosures. Assess the loan upon receipt and confirm all borrower information has been submitted into the LOS.
Record and review the borrower’s loan, property, credit, and financial information to ensure accuracy. Collaborate and proactively communicate with internal and external parties such as : Internal : Loan Originators, Underwriters, Processors, Team Leaders, and additional team members External : Real Estate Agents, borrowers, title companies, Attorneys, HOI Agents, and Escrow Agents Follow-up and document any potential red flags to review within the report such as late payments within the Derogatory Summary.
Inform and update the borrower with necessary information when products and pricing are chosen and when Dual AUS is run.
Provide assistance and status updates to the Loan Originator and borrower as needed Ensure all required closing documentation is present to schedule closing.
What You’ll Need : Minimum 2 year of mortgage operations experience. Experience with One-Time Close loans. Strong verbal and written communication skills .
Team-oriented, adaptable, and accountable. Strong attention to detail and organization skills. Ability to prioritize and multitask multiple projects and deadlines.
Ability to be highly motivated and goal-oriented. Experience with systems such as Salesforce, or the ability to learn systems quickly.
Ability to work independently with minimal supervision. Experience in VA, FHA, Conventional, Non-QM loans. Local to Louisville, KY What You’ll Love at UMortgage Health benefits Dental Benefits Vision Benefits FSA / HSA accounts 401k / Roth IRA 17 Days of PTO, 7 Federal Holidays and 2 Floating Holidays Working with one of the top 100 fastest growing companies in America, ranked #88 on the Inc.
5000 list for 2024 Working with teams and offices across the US Our Get Better Everyday Culture Team Member Ownership options Accelerated Career Growth Powered by JazzHR
Last updated : 2024-08-26
