Loan Officer Assistant

CrossCountry Mortgage • Mokena, IL

5d

About The Position

The Loan Officer Assistant supports CrossCountry Mortgage loan officers in their daily work 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 involves reviewing mortgage applications, disclosures, documents, and loan files; preparing and delivering disclosure packages; identifying deficiencies; obtaining and clarifying information; tracking outstanding documentation; and coordinating closings with title companies and customers. The assistant also provides clerical and phone support and may assist with different stages of lending and processing. Loan products supported include conventional, FHA, VA, USDA, 203K, and reverse mortgages.

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 in reviewing mortgage loan applications and documentation, including related phone and computer tasks 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.
• 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.
• Work with management to support various 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.
• Coordinate with title companies and customers 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