Loan Officer Assistant (Team Captain)

UNION HOME MORTGAGE • Perrysburg, OH

11d • $1 - $1

About The Position

The LOA Team Captain is skilled in the LP1 and LP2 role. They will oversee the workflow for the team and have the ability to jump in and help on either side where needed.

Requirements

• 1-2 years in a basic 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 Licence in the state you do business

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed