Loan Officer Assistant
- 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
- 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
- Loan officer Licence in the state you do business
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