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About the Role

The Loan Officer Assistant provides support to mortgage loan officers to increase loan production. This role works directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Responsibilities

• Assist in reviewing mortgage loan application and documentation, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents.
• Review mortgage loan disclosure packages and deliver them to the borrower.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information as necessary via phone, email, etc.
• Provide general clerical and phone support to loan officers and/or loan processors.
• Support management in various stages and areas of lending and processing.
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers for timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

Requirements

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• A minimum of 1 year of mortgage-related experience, including customer contact.
• Previous sales support experience, preferred.
• Salesforce experience, preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Skills

• Communication skills
• Customer service skills
• Prioritization skills
• Time management skills
• Microsoft Office proficiency

Location

• All 50 states
• D.C.
• Puerto Rico

Work Type

• Full-time

Experience Level

• 1+ year of mortgage-related experience

Education Level

• High School Diploma or GED equivalent

Benefits

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

About the Company

• CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches.
• Recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses.
• Received many awards for our standout culture.
• Offers an exceptional culture driving employee engagement and exceeding employee expectations.
• Entrepreneurial spirit empowers every employee.
• Provides unwavering support from all departments and total transparency from the top down.

Equal Opportunity

• CrossCountry Mortgage, LLC supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”).
• The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.