Loan Officer Assistant

Loan Officer Assistant

28 Sep 2024
Wisconsin, Milwaukee 00000 Milwaukee USA

Loan Officer Assistant

Vacancy expired!

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 environment

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.ID: 2020-1672 External Company Name: Union Home Mortgage External Company URL: https://www.unionhomemortgage.com/

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  • Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!

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Job Details

  • ID
    JC4912928
  • State
  • City
  • Full-time
  • Salary
    N/A
  • Hiring Company
    Union Home Mortgage
  • Date
    2020-09-28
  • Deadline
    2020-11-26
  • Category

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