Top 3 Financial services assistant Jobs in Columbus

Loan Officer Assistant
UNION HOME MORTGAGE CORP —Dublin, OH
- $1 - $100 an hour
- Office
- US work authorization
- Communication skills
Quick Apply
Assistant Director Relationship Management
The Hartford —Columbus, OH
- $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Office
11d

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Loan Officer Assistant
UNION HOME MORTGAGE CORP —Dublin, OH
Pull Initial credit and provide a list of required documents for pre-approval appointment and collect such documentation for the file.
$1 - $100 an hour
Quick Apply
Assistant Director Relationship Management
The Hartford —Columbus, OH
Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s.
$125,000 a year
11d

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Loan Officer Assistant

UNION HOME MORTGAGE CORP -
Dublin, OH

Quick Apply

Job Details

$1 - $100 an hour

Qualifications

Mortgage services

Full Job Description

Responsible for managing communications, taking initial loan applications, support and guidance to customers throughout the loan process, and supporting the managing loan officer from contact to contract as necessary in a fast-paced environment.

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

TOP 3 Job Duties:

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

EDUCATION AND/OR EXPERIENCE

1+ years in a basic Loan Officer Assistant role

SKILLS

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

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 U.S.

Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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financial services assistant jobs in columbus

Loan Officer Assistant

Assistant Director Relationship Management

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