Vincent O'Brien Email & Phone Number

Philadelphia, Pennsylvania, United States

UMortgage is a purpose-driven national mortgage brokerage focused on serving our customers, team members, and community at large. We provide a best in class, personalized customer experience for home buyers and homeowners in need of mortgage financing.

Philadelphia, Pennsylvania, United States

Develop and facilitate training curriculum for entry level hires with little to no experience in the mortgage industry.Design and implement instructional activities as it relates to training curriculum and needs.Utilize technology to execute training programs as applicable.Evaluate participants to ensure the subject material is learned and success metrics are met.Analyze training requirements and provide feedback where necessary.Identify additional team member development or training needs as needed.Lead initiatives to enhance performance, morale, and corporate loyalty throughout the organization while reflecting the organization’s core values.Prepare hard copy training materials such as module summaries, videos, and presentations.Develop monitoring systems to ensure that all team members are performing job responsibilities according to training.Become a subject matter expert in relation to all facilitated curriculum and act as a primary resource for said curriculum for new hires and other departments.Additional responsibilities related to shifting business needs.

Philadelphia, Pennsylvania, United States

Assess loan upon receipt to identify which documents are required in order to close. Review initial loan approval from the Underwriting team. Coordinate with the client for any outstanding conditions.Communicate with the sales team to review documents with the client.If outstanding documents are not received, follow up with necessary parties. Manage real estate loan documentation.Collect and prepare all necessary documentation for the loan package.Prepare and maintain all paperwork for existing and new loans, including loan disclosures.Complete loan contracts and ensure clients are kept informed of the rules and requirements.Follow-up with clients when necessary to gather additional information or communicate updates.Maintain a detailed documentation of communication with clients and information within the company database.Ensure all required closing documentation is present to schedule closing.

MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.I am licensed to sell insurance in the state of Pennsylvania, New Jersey, Florida, and Michigan.