Loan Officer Assistant

CrossCountry Mortgage, LLC • Hoboken, NJ

3d

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 provide a positive customer experience and facilitate timely loan closings. The position may also provide general clerical and phone support and assist management across various stages and areas of lending and processing.

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 and computer work and handling documents.
• 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 as needed by phone, email, or other means.
• Provide 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.
• 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 in a timely manner.
• Work directly with the Title Company and customers to schedule closings and facilitate timely loan closings.

Benefits

• Competitive compensation plan for eligible employees.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Company-provided short-term disability.
• Employee assistance program.
• Wellness program.
• Robust benefits package.

What This Job Offers

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