Responsible for managing communications, taking and disclosing applications on behalf of the managing loan officers, supporting the team with communication via operations staff to facilitate the loan from contract to close. Support and guidance to customers throughout the loan process, pipeline management with World Class service for all parties in the transaction.
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!
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
TOP 3 Job Duties:
- Provide WoW service Contract to Close
- Manage the Pipeline
- Document review/Updates
Works with operations partners in all aspects of the loan process to the closing.
Coordinates with realtors and title company to arrange the closing
Communicates with agents to deliver Tuesday Updates verbal and written
Takes loan applications and discloses to client on behalf of LO with updated needs list
Maintains regular contact with Managing Loan Officer on status of all active files
Organizes and submits final loan file to MS within 24 hrs. of receipt.
Discuss UHM products, terms and costs with borrower
Complete VOR, VOE and tax transcripts as needed
Order title, appraisal on files
Work with client & processor to facilitate gathering n submission of all conditions
Pipeline management with processor and team weekly meetings
Pre Close checklist with client 48 hours prior to closing
Attend weekly huddle with LOA Team leader
Attend all Sales Huddles