Licensed Loan Officer Assistant
About the role
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. The company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for its standout culture. CCM fosters an entrepreneurial spirit, offers unwavering support from all departments, total transparency from the top down, and provides eligible employees a competitive compensation plan and a robust benefits package.
The Licensed Loan Officer Assistant supports the Bryan, OH office of CrossCountry Mortgage. The role provides support to mortgage loan officers in their daily duties to increase loan production levels, works directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings, and operates within Eastern Standard Time Zone working hours to support the East Coast region.
Responsibilities
- Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
- 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 entire loan files and work to prevent problems by highlighting deficiencies and then 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, as needed.
- Work with management to provide support in various stages and areas of lending and processing as needed.
- 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 to ensure timely receipt of necessary documentation.
- Facilitate timely loan closings by working directly with the Title Company and customer to schedule.
Qualifications
- NMLS License Required under the S.A.F.E. Act of 2008.
- High School Diploma, General Equivalency Diploma (GED), or equivalent.
- A minimum of 1 year of mortgage-related experience, including customer contact.
Skills
- Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers (preferred).
- 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.
Benefits
- Medical, dental, vision insurance.
- 401(k) plan.
- Company‑provided short‑term disability.
- Employee assistance program.
- Wellness program.
Schedule
Position operates within Eastern Standard Time Zone working hours to support the East Coast region.