Loan Officer Assistant (Team Captain) jobs in United States
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Union Home Mortgage Corp. · 2 days ago

Loan Officer Assistant (Team Captain)

Union Home Mortgage Corp. is seeking a Loan Officer Assistant (Team Captain) who will oversee the workflow for the team while being skilled in both LP1 and LP2 roles. The role involves managing team operations, resolving client issues, and ensuring smooth communication within the team and with clients.

BankingCreditFinancial ServicesInsuranceMortgage
badNo H1Bnote

Responsibilities

Issue Preapprovals + Lock Rates
Convert leads to preapproval
Host financial design meetings
Convert contracts to locked loans
E-sign documents
Lock refinances
Work with LP1 on all follow-up communication
Handle 95% of All Problems
Put out fires and resolve 95% of all issues
Escalate remaining 5% of problems to LO, if necessary
Manage the Team when the LO is out
Lead LP1, LP2, and Branch LOs
Lead daily team meetings if LO is out
Scoreboard
Priorities
Questions
Manage pipeline with LP2
Past client annual mortgage review calls
Relationship with all real estate agents
Expert on all loan guidelines
Can run team fully if the leader / loan officer is absent

Qualification

Encompass LOSLoan Officer LicenseMS Office SuiteProblem ResolutionMulti-taskingEnergetic EnvironmentTime ManagementDetail-oriented

Required

1+ years in a Loan Officer Assistant role
Be structured, detailed and accurate in his/her approach to tasks
Knowledge of the Encompass LOS and MS office suite
Ability to identify and resolve client issues with good judgment
Have a desire to work in an energetic and high paced environment
Skilled at Multi-tasking and staying organized with proper time management
Loan officer Licensed in the state you do business

Company

Union Home Mortgage Corp.

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Since our inception in 1970, Union Home Mortgage has guided hundreds of thousands of aspiring homebuyers through the process of achieving homeownership.

Funding

Current Stage
Late Stage

Leadership Team

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Alice Alvey, Master CMB
Vice President - Partner Education and Training
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Braden Lewis
Loan Partner
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Company data provided by crunchbase