Licensed Loan Officer Assistant

CrossCountry Mortgage, LLC•Roseville, CA

13d

About The Position

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. We are on a collective mission to build a $500M branch. Our mission is to empower families and fuel communities through homeownership—driven by integrity, mastery, and relentless commitment to excellence. Together, we are building a $500 million branch not as a vanity metric, but as a symbol of the lives we impact, the trust we earn, and the legacy we leave behind. If you are inspired by helping other and would like add your expertise to our mission, this job is for you. Position Overview: The Licensed Sales Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant 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.
A minimum of 5 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

Previous sales support experience, preferred.
Salesforce experience, preferred.

Responsibilities

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 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 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 officers and/or 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, 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.