Loan Officer Assistant (West Coast)
CrossCountry Mortgage, LLC
About The Position
The Loan Officer Assistant supports CrossCountry 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 help facilitate timely loan closings. The position primarily operates during Pacific Time zone working hours to support the West Coast region.
Requirements
- High school diploma, General Equivalency 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, computer, printing, copying, scanning, emailing, and document-delivery tasks.
- 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 necessary.
- 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 as needed.
- Assist with managing a pipeline of conventional, FHA, VA, and USDA loans, as well as 203K and reverse mortgage products.
- 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.
- Work directly with title companies and customers to schedule 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
