Loan Officer Assistant

Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Loan Officer and Branch Manager/Team Leader as necessary in a fast-paced environment.+ Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e.

name, address, contact information, purpose of call, etc.+ Sets and confirms appointments with clients, realtors and business partners+ Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer+ Acts as liaison between borrower and other third parties such as realtor, title company in communication+ Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.+ Works with operations partners in aspects of the loan process or closing+ Coordinates with realtors and title company to arrange the closing+ Communicates on a regular basis with borrower and realtor providing loan status updates+ Provides prospective borrower with information unrelated to loan terms (i.e.

best days of the month to schedule loan closing)+ Communicates on behalf of the mortgage LO information not directly involved with negotiating or re-negotiating/changing loan terms+ Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed+ Creates, updates and maintains social media (i.e., Managing LO Facebook page)+ Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers+ Plans and organizes networking events, including lunches, training programs, etc.+ Act as a liaison between clients and business partners and connect people as appropriate or as needed+ Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process+ Maintains regular contact with Managing Loan Officer on status of all active files+ Employee is not paid under the terms of LO Compensation pay structure per TILA+ 1-2 years of office mortgage experience is preferred or 1 year of customer service experience+ Be cheerful, positive, direct and have a clear speaking voice in dealing with clients in person and on the phone+ Have an ability to communicate with solid verbal and written skills+ Be prompt and courteous+ Be structured, detailed and accurate in his/her approach to tasks+ Have a solid understanding of Microsoft Office products+ Superior organizational skills+ Have a desire to work in an energetic and high paced environmentThis 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.ID: 2021-1793 External Company Name: Union Home Mortgage External Company URL: https://www.unionhomemortgage.com/