Loan Partner

CrossCountry Mortgage • Benicia, CA

83d • $17 - $26

About The Position

The Loan Officer Assistant is responsible for managing the loan officers' schedules and assists the Loan Processor. The Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport.

Requirements

• High School Diploma or equivalent.
• Minimum 3 years' residential mortgage processing experience.
• Encompass experience, required.
• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.

Responsibilities

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Processor with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• 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, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees