Loan Officer Assistant

CrossCountry Mortgage, LLC

7d • Onsite

About The Position

The Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. This position primarily operates within Central Time zone working hours to support the Eastern and Central region.

Requirements

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• A minimum of 1 year 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.
• Fluency in the languages of Spanish and English, 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

What This Job Offers

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