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Union Home Mortgage Loan Officer Assistant in Crown Point, Indiana

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: 2020-1497

External Company Name: Union Home Mortgage

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