Loan Officer Assistant

CrossCountry Mortgage, LLC • Florence, SC

9d

About The Position

The Loan Officer Assistant supports CrossCountry Mortgage, LLC mortgage loan officers in their daily duties to increase loan production. The role works directly with customers, loan officers, and processors to promote a positive customer experience and facilitate timely loan closings. Duties may include reviewing mortgage applications and loan documentation, preparing and delivering disclosure packages, identifying deficiencies in loan files, following up on outstanding documentation, providing clerical and phone support, and coordinating closings. The assistant may support lending and processing at various stages and work with a pipeline that includes conventional, FHA, VA, USDA, 203K, and reverse mortgage products.

CrossCountry Mortgage describes its culture as entrepreneurial, transparent, and supportive, with opportunities for employees to grow. Eligible employees are offered a competitive compensation plan and benefits package.

Requirements

• 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, computer, printing, copying, scanning, emailing, and document-delivery work.
• 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 complete loan files, identify deficiencies, and notify the mortgage loan officer and/or loan processor to help prevent problems.
• Clarify or correct information and obtain additional information by phone, email, or other means as needed.
• Provide general clerical and phone support to loan officers and/or loan processors as needed.
• Work with management to provide support across 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 on time.
• Work directly 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
• Competitive compensation plan for eligible employees

What This Job Offers

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