VA Loan Assistant

CrossCountry Mortgage, LLC•Meridian, ID

4d•Onsite

About The Position

The VA Loan Assistant is responsible for contacting incoming leads, gathering basic borrower information, and connecting qualified clients with a Loan Officer. This role requires comfort with phone-based communication, a customer-focused approach, and an interest in professional growth within the mortgage industry.

Requirements

High school diploma or equivalent.
Excellent customer service, communication, and phone skills.
Highly detail-oriented, organized, with excellent follow-up skills.
Basic proficiency in Microsoft Office and CRM systems.
Willingness to obtain a mortgage license.

Nice To Haves

1+ years of experience in customer service, sales, telemarketing, or lead conversion, preferred.
Experience working with a diverse range of clients, including veterans and active-duty service members, preferred.
Comfortable asking questions, gathering information, and handling objections.

Responsibilities

Contact inbound and outbound leads by phone in a timely and professional manner.
Gather basic borrower information.
Identify borrower needs and connect qualified prospects with a Loan Officer.
Schedule appointments and maintain follow-up tasks in the CRM.
Accurately document lead status, call outcomes, and next steps.
Manage a high volume of calls while maintaining strong customer service.
Support the loan team by helping move leads through the early stages of the process.
Follow company procedures and communication standards.
Participate in training and development with the goal of obtaining a mortgage license.