Bilingual Loan Officer Assistant

CrossCountry Mortgage, LLC • LR9 - US FL Remote, FL

3d

About The Position

The Bilingual Loan Officer Assistant supports CrossCountry Mortgage loan officers in their daily work to increase loan production. The role works directly with customers, loan officers, and processors to provide a positive customer experience and help facilitate timely loan closings. Responsibilities include reviewing applications and loan documentation, preparing and delivering disclosures, identifying file deficiencies, following up on outstanding items, and coordinating closing schedules.

Requirements

• Fluency in Spanish and English to communicate effectively with internal and external customers.
• High school diploma, GED, or equivalent.
• At least 1 year of mortgage-related experience, including customer contact.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficiency with Microsoft Office applications.

Nice To Haves

• Previous sales support experience.
• Salesforce experience.

Responsibilities

• Assist with reviewing mortgage loan applications and documentation, including related phone and computer work and document handling.
• Review mortgage loan disclosure packages and deliver them to borrowers.
• Create rate disclosure and re-disclosure packages and deliver them to borrowers.
• Review documents and loan files, identify deficiencies, and notify the mortgage loan officer and/or loan processor.
• Clarify or correct information and obtain additional information as necessary by phone, email, or other means.
• Provide general clerical and phone support to loan officers and/or loan processors.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K, and reverse mortgage loans.
• Deliver appraisals and/or property valuations to borrowers and retrieve proof of receipt.
• Track outstanding items on loan files and follow up with customers to obtain necessary documentation in a timely manner.
• Coordinate with the Title Company and customer to schedule timely loan closings.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Company-provided short-term disability
• Employee assistance program
• Wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED