Loan Officer Assistant

CrossCountry Mortgage, LLC•Bend, OR

About The Position

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. 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. Position Overview: The Loan Officer Assistant is responsible for providing operational support to the Loan Officer by managing application intake, reviewing documentation, tracking activity in the CRM, and maintaining clear client communication. This role ensures that loan files are accurate, organized, and moving efficiently through the loan process. The Loan Officer Assistant maintains pipeline organization, coordinates key process steps, and contributes to overall operational efficiency and business growth. This role is designed as a career‑track opportunity with the potential to grow into a licensed Loan Officer.

Requirements

Willingness to obtain NMLS licensing.
High attention to detail.
Excellent organizational and time management skills.
Excellent communication skills.
Skilled in managing multiple files and priorities simultaneously.
Skilled in taking initiative and maintaining accountability for assigned tasks and outcomes.
Skilled in following structured processes and leveraging systems to ensure accurate and efficient workflow.
Skilled at acquiring new information and processes efficiently and applying them in daily workflow.

Nice To Haves

Experience in mortgage lending, banking, real estate, or financial services, preferred.
Advanced understanding of mortgage documentation and loan structure, preferred.
Familiarity with Encompass and CRM systems, preferred.
Commitment to building expertise and professional growth in mortgage lending.
Comfortable working in a dynamic, production‑driven environment.

Responsibilities

Respond promptly to new inquiries and assist clients with completing loan applications.
Collect and review borrower documentation (income, assets, credit).
Pre-review files for completeness and eligibility prior to Loan Officer structuring.
Maintain accurate data entry and workflow management in Encompass.
Manage CRM and track all incoming leads and follow-ups.
Provide consistent client communication throughout the loan process.
Coordinate with processors, realtors, and internal team members.
Support database and marketing follow-up systems.
Assist in developing and maintaining standardized processes and workflows.