Loan Partner

CrossCountry Mortgage, LLC • Bloomington, MN

2d

About The Position

The Loan Partner I (Loan Officer Assistant) is responsible for managing the loan officers’ schedules and assists the Loan Partner II (Loan Processor). The Loan Partner I (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.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.

Nice To Haves

• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.

Responsibilities

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Partner II (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
• dental
• vision
• 401K
• company-provided short-term disability
• employee assistance program
• wellness program

What This Job Offers

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