Loan Originator Assistant (Remote)

Loan Originator Assistant

What Sets Us Apart

At UMortgage, we have a customer-centric, service-based approach. We primarily focus on home purchases, providing an emphasis on consumer education, real estate agent relationships, and a personalized experience for home buyers. Our goal is to empower our team members to provide a best-in-class experience at all times while prioritizing long-lasting relationship.

What We Need 
UMortgage is looking for Loan Originator Assistants who are driven, outgoing, and passionate about providing top-notch customer service to join our sales team. As an LOA, you’ll be responsible for assisting Loan Originators, preparing and maintaining documentation, and communicating with clients. Candidates should be detail-oriented, hard-working professional communicators with excellent prioritization and time management skills. 

What You’ll Do: 

• Prepare and maintain all paperwork for existing and new loans, including loan disclosures. 
• Assess the loan upon receipt and confirm all borrower information has been submitted into the LOS. 
• Record and review the borrower’s loan, property, credit, and financial information to ensure accuracy.
• Collaborate and proactively communicate with internal and external parties such as: 
  • Internal: Loan Originators, Underwriters, Processors, Team Leaders, and additional team members 
  • External: Real Estate Agents, borrowers, title companies, Attorneys, HOI Agents, and Escrow Agents  
• Follow-up and document any potential red flags to review within the report such as late payments within the Derogatory Summary. 
• Inform and update the borrower with necessary information when products and pricing are chosen and when Dual AUS is run. 
• Provide assistance and status updates to the Loan Originator and borrower as needed
• Ensure all required closing documentation is present to schedule closing.

What You’ll Need:  

• Minimum 2 year of mortgage operations experience. 
• Experience with One-Time Close loans.
• Strong verbal and written communication skills . 
• Team-oriented, adaptable, and accountable. 
• Strong attention to detail and organization skills. 
• Ability to prioritize and multitask multiple projects and deadlines. 
• Ability to be highly motivated and goal-oriented. 
• Experience with systems such as Salesforce, or the ability to learn systems quickly. 
• Ability to work independently with minimal supervision. 
• Experience in VA, FHA, Conventional, Non-QM loans. 

What You’ll Love at UMortgage 

• Health benefits 
• Dental Benefits 
• Vision Benefits 
• FSA/HSA accounts 
• 401k/ Roth IRA 
• 17 Days of PTO, 7 Federal Holidays and 2 Floating Holidays
• Working with one of the top 100 fastest growing companies in America, ranked #88 on the Inc. 5000 list for 2024 
• Working with teams and offices across the US 
• Our “Get Better Everyday” Culture 
• Team Member Ownership options 
• Accelerated Career Growth