Loan Officer Apprentice

CrossCountry Mortgage•Tucson, AZ

10d•Onsite

About The Position

The Loan Officer Apprentice role is responsible for supporting Loan Officers (LOs) in daily operations to help drive production and ensure seamless customer experience from application to closing. This role will serve as a critical liaison between clients, LOs, and internal stakeholders—including the Branch Manager and processing team—while also managing essential administrative tasks.

Requirements

High School Diploma, or equivalent.
Excellent organizational skills to multitask in a high-volume environment.
Excellent verbal and written communication skills.
Excellent attention to detail to proactively problem solve.
Proficiency in Microsoft Office Suite. (Outlook, Word, Excel)

Nice To Haves

1+ year of mortgage or financial services experience, preferred.
NMLS licensing (State and Federal), preferred.
Prior experience in a sales support or mortgage assistant role, preferred.
Experience with Encompass software, preferred.
Knowledge of RESPA and general mortgage regulations, preferred.
Knowledge of mortgage documentation and consumer lending regulations, preferred.

Responsibilities

Act as the primary point of contact between clients, Branch Managers, and assigned LOs throughout the loan process; deliver exceptional customer service to external clients and internal teams.
Receive telephone applications and scheduling appointments for LOs and realtors.
Submit complete loan applications and ensure all documents are tracked and updated in Encompass.
Review and validate documentation within 24 hours of receipt to verify income and assets, resolve discrepancies; collaborate with LOs to address file or document issues.
Efficiently manage multiple assignments within established deadlines.
Pull and prepare credit reports for assessment.
Ensure file setup align with CCM’s policies and procedures.