Bilingual Loan Officer Assistant

CrossCountry Mortgage • Winter Park, FL

397d • $47,840 - $58,240

About The Position

The Bilingual Loan Officer Assistant at CrossCountry Mortgage, LLC plays a crucial role in supporting mortgage loan officers to enhance loan production levels. This position involves direct interaction with customers, loan officers, and processors to ensure a seamless customer experience and facilitate timely loan closings. The assistant is responsible for reviewing loan applications, managing documentation, and providing clerical support, all while maintaining effective communication in both English and Spanish.

Requirements

• High School Diploma or General Equivalency Diploma (GED).
• A minimum of 1 year of mortgage-related experience, including customer contact.
• Excellent communication skills in both English and Spanish.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Proficient with Microsoft Office applications.
• Salesforce working experience.

Nice To Haves

• Previous sales support experience preferred.

Responsibilities

• Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, and emailing documents.
• Review mortgage loan disclosure packages and deliver them to the borrower.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information as necessary via phone or email.
• Provide general clerical and phone support to loan officers and/or loan processors as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Manage a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

Benefits

• Wellness program
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Employee assistance program
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees