Sales Assistant - LOA

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
• Must be local in Kansas City
• Active NMLS license or willing to get licensed
• Strong phone communication, organization, and time management skills
• Marketing experience is a plus
• Loan origination experience is preferred

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, or the ability to learn systems quickly
• Ability to work independently with minimal supervision