Loan Originator Assistant
What Sets Us Apart
At UMortgage, we have a customer-centric, service-based approach. We primarily focus on home purchases, providing an emphasis on consumer education, real estate agent relationships, and a personalized experience for home buyers. Our goal is to empower our team members to provide a best-in-class experience at all times while prioritizing long-lasting relationship.
What We Need UMortgage is looking for Loan Originator Assistants who are driven, outgoing, and passionate about providing top-notch customer service to join our sales team. As an LOA, you’ll be responsible for assisting Loan Originators, preparing and maintaining documentation, and communicating with clients. Candidates should be detail-oriented, hard-working professional communicators with excellent prioritization and time management skills.
What You’ll Do:
- Prepare and maintain all paperwork for existing and new loans, including loan disclosures.
- Assess the loan upon receipt and confirm all borrower information has been submitted into the LOS.
- Record and review the borrower’s loan, property, credit, and financial information to ensure accuracy.
- Collaborate and proactively communicate with internal and external parties such as:
- Internal: Loan Originators, Underwriters, Processors, Team Leaders, and additional team members
- External: Real Estate Agents, borrowers, title companies, Attorneys, HOI Agents, and Escrow Agents
- Follow-up and document any potential red flags to review within the report such as late payments within the Derogatory Summary.
- Inform and update the borrower with necessary information when products and pricing are chosen and when Dual AUS is run.
- Provide assistance and status updates to the Loan Originator and borrower as needed
- Ensure all required closing documentation is present to schedule closing.
What You’ll Need:
- Minimum 2 year of mortgage operations experience.
- Experience with One-Time Close loans.
- Strong verbal and written communication skills .
- Team-oriented, adaptable, and accountable.
- Strong attention to detail and organization skills.
- Ability to prioritize and multitask multiple projects and deadlines.
- Ability to be highly motivated and goal-oriented.
- Experience with systems such as Salesforce, or the ability to learn systems quickly.
- Ability to work independently with minimal supervision.
- Experience in VA, FHA, Conventional, Non-QM loans.
What You’ll Love at UMortgage
- Health benefits
- Dental Benefits
- Vision Benefits
- FSA/HSA accounts
- 401k/ Roth IRA
- 17 Days of PTO, 7 Federal Holidays and 2 Floating Holidays
- Working with one of the top 100 fastest growing companies in America, ranked #88 on the Inc. 5000 list for 2024
- Working with teams and offices across the US
- Our “Get Better Everyday” Culture
- Team Member Ownership options
- Accelerated Career Growth
