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.

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!
  • 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
Education & Qualifications:
  • 1-2 years of mortgage support or Loan Officer Assistant experience is preferred
  • 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.
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