Licensed Loan Advisor

Job Overview

The Licensed Loan Advisor provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The position involves assisting with loan applications, documentation, and customer interactions.

Job Responsibilities

• Aid in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• Create and deliver mortgage loan disclosure packages and rate disclosure/re-disclosure packages to borrowers.
• Review documents and loan files, highlighting deficiencies and notifying relevant parties.
• Clarify and correct information, obtain additional information via phone, email, etc.
• Provide general clerical and phone support to loan officers and/or loan processors as needed.
• Support management in various stages and areas of lending and processing as required.
• Manage a pipeline of conventional, FHA, VA, USDA loans, and 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and track receipt.
• Follow up with customers to ensure timely receipt of necessary documentation and facilitate timely loan closings by working with the Title Company and customer.

Qualifications and Skills

• High School Diploma, GED, or equivalent.
• 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.
• Fluency in Spanish and English for effective communication with internal and external customers.