Corporate Loan Officer Assistant

CrossCountry Mortgage, LLC

10d • Onsite

About The Position

The Corporate Loan Officer Assistant provides support to CrossCountry Mortgage's (CCM) mortgage operations staff in their daily duties to increase loan production levels. This role works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Requirements

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• 1+ years of mortgage-related experience, including customer contact.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Nice To Haves

• Sales support experience, preferred.
• Salesforce experience, preferred.

Responsibilities

• Conduct reviews of files submitted from sales to processing to confirm eligibility.
• Determine file completeness/eligibility at initial submission to processing from sales, including assessing whether the file is ready for processing or if adjustments are needed.
• Recommend restructure options if files do not meet eligible criteria.
• Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• Review mortgage loan disclosure packages for accuracy.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and entire loan files and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans.
• 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

• medical
• dental
• vision
• 401K
• 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