Loan Officer Assistant

CrossCountry Mortgage, LLC • Seattle, WA

38d • $32 - $35

About The Position

The Loan Officer Assistant is responsible for taking incoming leads, managing the lead tracker, and following up to schedule client consultations with the Loan Officer. In preparing the loan pre-approval, the Loan Officer Assistant pulls and analyzes applicant credit information, and reviews income and asset documents. As a member of the sales team, the Loan Officer Assistant requests and obtains referrals from current and potential CCM clients and follows up with prospects consistent with established best practices.

Requirements

• High School Diploma or equivalent.
• Minimum 2 years of customer service or inside sales experience – real estate or mortgage industries, a plus.
• Experience with Microsoft Office Suite applications.
• Excellent communication skills.
• Excellent attention to detail and analytical skills.
• Excellent prioritization and time management skills.

Nice To Haves

• NMLS License Preferred but not required.
• Experience working with Encompass, DU, and LP, preferred.

Responsibilities

• Take incoming leads for the branch.
• Schedule initial consultations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, prospect follow up, file set-up, and analyses within allotted branch deadlines.
• Request and obtain referrals from current clients and realtor partners.
• Run automated underwriting (DU or LP).
• Issue pre-approvals consistent with DU or LP findings.
• Available to work overtime, if needed.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees