Loan Specialist

7 days ago

Dallas, Texas, United States UMortgage LLC Full time
Loan Specialist

Department:
Operations

Team:
Loan Specialist

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 personalized experience for home buyers.

Our goal is to empower our team members to always provide a best-in-class experience while prioritizing long-lasting relationships.

What We Need:


UMortgage is on the hunt for outgoing, professional, and highly organized Loan Specialists to add to our Loan Operations teamThe Loan Specialist role is a full-time, high-touch, pipeline and file management role.

While the Loan Officer (LO) role is defined by outbound sales activity and referral partner engagement, the Loan Specialist is designed for the process-focused, high-capacity loan technician.

By relying on the LO counterpart to handle prospecting and relationship building, the Loan Specialist (LS) can originate dozens of loans per month from the "inside.

"

Important distinction:
Loan Specialists are not glorified LOAs.

While some of the file-level responsibilities may resemble those of an LOA, the LS position overall carries more weight, responsibility, and ownership than that of an LOA.

LSs are expected to be the keepers of the loan castle, the mortgage advisor/expert and the sales leaders of the division, not just closing deals but winning them.

Apply today

What You'll Do:
Educate potential borrowers on the various mortgage products and assist them in selecting the best options for their circumstances.

Collect and review borrower financial documentation needed for submission to UMortgage Operations team.

Evaluate borrower loan applications, credit history and financial data to determine loan eligibility.

Schedule and conduct in-depth pre-approval calls with potential borrowers.

Conduct follow-ups with pre-approved borrowers to check in on home shopping.

Submit fully completed loan applications and all required documentation to the UMortgage Operations team.

Register and lock loan files with various lenders and send appropriate disclosures as they pertain to the loan program.

Make and follow up on all necessary 3rd party orders as needed (Appraisal, Title, HOI).

Submit TBD underwrites as needed and coordinate with lenders to work through scenarios.


Provide consistent, real-time updates and proactively communicate with internal and external parties such as borrowers, referral partners, Loan Originators, and UMortage Operations team members.

Meet or exceed our service level agreements (SLA) for turnaround time between all internal and external clients.

Embrace and embody our company's core values and consumer-centric model to provide superb customer service throughout the loan process.

Maintain detailed and up-to-date knowledge on lenders, products, guidelines, and processes.

Additional responsibilities related to business needs.

What You Need:
Active NMLS license.

Minimum of 50units done in the last 12 months as the Processor, Loan Originator Assistant or primary Loan Originator on file.

Must have weekend and after-hours availability.

Proven experience analyzing and structuring loan files.

Superb customer service, listening, presentation, and communication skills

Ability to build and maintain strong relationships with clients and referral partners.

Team-oriented, adaptable, and accountable.

Strong attention to detail and time management skills.

Strong analytical and problem-solving skills.

Excellent organizational and follow-up skills.

Physical Requirements:


The physical requirements described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to stand, sit, and walk for extended periods of time.

Includes frequently reaching with hands and arms and using hands to handle and feel.

Requires close vision, distance vision, peripheral vision, color vision, depth perception, and ability to adjust focus.

Must be able to perform activities with repetitive motions.

Must be able to work in an environment with variable noise levels.

#J-18808-Ljbffr

  • Sr Credit Specialist

    1 week ago

    Dallas, Texas, United States BOK Financial Full time

    Req ID: 75055 Location: Dallas -DAL Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting Pay Transparency Salary Range: Not Available Application Deadline: 06/16/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial...

  • Sr Credit Specialist

    1 week ago

    Dallas, Texas, United States BOK Financial Full time

    Req ID: 75055 Location: Dallas -DAL Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting Pay Transparency Salary Range: Not Available Application Deadline: 06/16/2024 BOK Financial Corporation Group includes BOKF, NA;...

  • Neurodiagnostic Specialist

    3 weeks ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a(an) Neurodiagnostic Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports...

  • Neurodiagnostic Specialist

    1 month ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a(an) Neurodiagnostic Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports...

  • Admissions Specialist

    7 days ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist - Admitting - Part Time - Days We're looking for qualified Admissions Specialist to join our Texas Health family. Is that you? Work location: Texas Health Dallas, 8200 Walnut Hill Ln, Dallas, TX 75231 Work hours: Part-Time: Days - Thursday thru Saturday 10:00AM - 6:30PM. Two weeks of classroom training required Monday - Friday from...

  • Appointment Scheduling Specialist

    3 weeks ago

    Dallas, Texas, United States Texas Health Resources Full time

    Appointment Scheduling Specialist – Heart & Vascular Specialists Fast-paced, high-volume clinic is looking for top skilled Appointment Scheduling Specialist Work location: 8230 Walnut Hill Lane, Bldg. 3, Suite 220, Dallas, TX 75231 Work hours: Full-time, 40 hours weekly, Monday thru Friday, 8:00am - 5:00pm Travel: 25% to surrounding clinics as needed (...

  • Geriatric Fitness Specialist

    1 week ago

    Dallas, Texas, United States Erickson Senior Living Full time

    Location:Highland Springs by Erickson Senior LivingHighland Springs is a beautiful 89-acre continuing care retirement community in North Dallas, Texas. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses in 11 states—and growing.We are hiring a...

  • Admissions Specialist

    1 month ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist Full-Time - Days/EveningsWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln TX 75231Work hours: Full Time; Days/Evenings; Wednesday 1 PM - 7 PM and Thursday thru Saturday 7 AM – 7 PM. Must be available for 1 week of system training in...

  • Admissions Specialist

    3 weeks ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist Full-Time - Days/EveningsWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln TX 75231Work hours: Full Time; Days/Evenings; Wednesday 1 PM - 7 PM and Thursday thru Saturday 7 AM – 7 PM. Must be available for 1 week of system training in...

  • Child Life Specialist

    3 weeks ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a Child Life Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports the...

  • Child Life Specialist

    1 month ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a Child Life Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports the...

  • Child Life Specialist

    3 weeks ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a(an) Child Life Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports the...

  • Child Life Specialist

    1 month ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionDo you want to join an organization that invests in you as a(an) Child Life Specialist? At Medical City Dallas, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.BenefitsMedical City Dallas, offers a total rewards package that supports the...

  • Admissions Specialist

    1 month ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist – Admitting – Full Time - DayWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln, Dallas, TX 75231Work hours: Full Time: Sunday, Monday, Tuesday from 9 AM – 9 PM and Wednesday from 3 PM – 9 PM. Two weeks of classroom training...

  • Admissions Specialist

    1 month ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist – Admitting – Full Time - NightsWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln, Dallas, TX 75231Work hours: Full Time: Night - Thursday 1 AM - 7 AM, Thursday, Friday, and Saturday 7 PM - 7AM. Two weeks of classroom training...

  • Admissions Specialist

    3 weeks ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist – Admitting – Full Time - DayWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln, Dallas, TX 75231Work hours: Full Time: Sunday, Monday, Tuesday from 9 AM – 9 PM and Wednesday from 3 PM – 9 PM. Two weeks of classroom training...

  • Admissions Specialist

    3 weeks ago

    Dallas, Texas, United States Texas Health Resources Full time

    Admissions Specialist – Admitting – Full Time - NightsWe're looking for qualified Admissions Specialist to join our Texas Health family. Is that you?Work location: Texas Health Dallas, 8200 Walnut Hill Ln, Dallas, TX 75231Work hours: Full Time: Night - Thursday 1 AM - 7 AM, Thursday, Friday, and Saturday 7 PM - 7AM. Two weeks of classroom training...

  • Operational Support Specialist

    1 week ago

    Dallas, Texas, United States Real Time Resolutions Full time

    Seeking Operational Support Specialist in Dallas, TXAre you ready to drive efficiencies and optimize the operational processes within our organization?Comprehend technical functionalities and align them with business objectives effectivelyCollaborate across all departments to meet their needs while prioritizing company interestsMaintain compliance and...

  • Child Life Specialist

    4 weeks ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Child Life Specialist with Medical City Dallas you can be a part of an organization that is devoted to giving backBenefitsMedical City Dallas, offers a total rewards package that supports the health, life, career and retirement...

  • Child Life Specialist

    3 weeks ago

    Dallas, Texas, United States HCA Healthcare Full time

    Description IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Child Life Specialist with Medical City Dallas you can be a part of an organization that is devoted to giving backBenefitsMedical City Dallas, offers a total rewards package that supports the health, life, career and retirement...