Loan Officer Assistant / Loan Processor
CrossCountry Mortgage•Phoenix, AZ
About The Position
The Loan Officer Assistant / Processor provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Loan Officer Assistant / Processor 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 educational equivalent from an accredited institution.
- A minimum of 2 years of mortgage-related experience, including customer contact.
- Excellent communication skills.
- 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 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.
Benefits
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
