Job Description
Full job description
Description:
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 relationships.What We Need
You’ll be the operational heartbeat for owning the details, driving momentum, and keeping everyone (clients, agents, and partners) informed and confident at every step.-Prequalify & Pre-Approve borrowers quickly and accurately-Take a loan application, collect documents, review documents, and set up next steps-Active NMLS license or willing to get licensed-Strong phone communication, organization, and time management skills
Responsibilities
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.
Additional responsibilities related to business needs.
Requirements:
Qualifications
Minimum 1 year of mortgage operations experience
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, ARIVE or the ability to learn systems quickly
Ability to work independently with minimal supervision
Description:
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 relationships.What We Need
You’ll be the operational heartbeat for owning the details, driving momentum, and keeping everyone (clients, agents, and partners) informed and confident at every step.-Prequalify & Pre-Approve borrowers quickly and accurately-Take a loan application, collect documents, review documents, and set up next steps-Active NMLS license or willing to get licensed-Strong phone communication, organization, and time management skills
Responsibilities
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.
Additional responsibilities related to business needs.
Requirements:
Qualifications
Minimum 1 year of mortgage operations experience
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, ARIVE or the ability to learn systems quickly
Ability to work independently with minimal supervision
💡 Quick Summary
Seeking a career-building opportunity? The Sales Assistant - LOA position is now open for candidates interested in the Bank Jobs sector. This role in Milwaukee offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
