Responsible for managing communications, taking and disclosing applications on behalf of the managing loan officers, supporting the team with communication via operations staff to facilitate the loan from contract to close. Support and guidance to customers throughout the loan process, pipeline management with World Class service for all parties in the transaction.
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 Contract to Close
-
Manage the Pipeline
-
Document review/Updates
Works with operations partners in all aspects of the loan process to the closing.
Coordinates with realtors and title company to arrange the closing
Communicates with agents to deliver Tuesday Updates verbal and written
Takes loan applications and discloses to client on behalf of LO with updated needs list
Maintains regular contact with Managing Loan Officer on status of all active files
Organizes and submits final loan file to MS within 24 hrs. of receipt.
Discuss UHM products, terms and costs with borrower
Complete VOR, VOE and tax transcripts as needed
Order title, appraisal on files
Work with client & processor to facilitate gathering n submission of all conditions
Pipeline management with processor and team weekly meetings
Pre Close checklist with client 48 hours prior to closing
Attend weekly huddle with LOA Team leader
Attend all Sales Huddles
EDUCATION AND/OR EXPERIENCE
SKILLS
Be structured, detailed and accurate in his/her approach to tasks
Knowledge of the Encompass LOS and MS office suite
Knowledge of agency guidelines on FHA/VA/USDA/CONV/HFA
Knowledge of RESPA and disclosure requirements
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
CERTIFICATES, LISENSES, REGISTRATIONS
- Loan Officer License in the state you do business
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.
