Licensed Loan Officer Assistant

Job Overview

The Licensed Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The position is remote in Boston, Massachusetts.

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 various stages and areas of lending and processing under management’s guidance.
• Manage a pipeline of conventional, FHA, VA, USDA loans, as well as 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to borrowers 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 2 years of mortgage-related experience, including customer contact.
• Previous sales support experience preferred.
• Experience with Salesforce preferred.
• Excellent communication and customer service skills.
• Strong prioritization and time management skills.
• Proficiency with Microsoft Office applications.