VA Loan Assistant

CrossCountry Mortgage•Meridian, ID

3d•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. CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 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. Veterans Lending Group is a team of mortgage professionals dedicated to serving military service members, veterans, and their families. With a focus on education and community involvement, the organization helps individuals navigate their mortgage options while providing expert guidance tailored to their unique needs. Veterans Lending Group operates as a registered tradename of CrossCountry Mortgage, LLC and is committed to providing equal housing opportunities. While the organization serves many regions, it is not authorized to process loans for properties located in New York. All loans are subject to underwriting approval, and VA loans require a valid Certificate of Eligibility.

Requirements

High school diploma or equivalent.
Comfortable asking questions, gathering information, and handling objections.
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.

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.