Loan Officer Apprentice

Position Overview

The Loan Officer Apprentice role is responsible for supporting Loan Officers (LOs) in daily operations to help drive production and ensure seamless customer experience from application to closing. This role will serve as a critical liaison between clients, LOs, and internal stakeholders—including the Branch Manager and processing team—while also managing essential administrative tasks.

Job Responsibilities

• Act as the primary point of contact between clients, Branch Managers, and assigned LOs throughout the loan process; deliver exceptional customer service to external clients and internal teams.
• Receive telephone applications and schedule appointments for LOs and realtors.
• Submit complete loan applications and ensure all documents are tracked and updated in Encompass.
• Review and validate documentation within 24 hours of receipt to verify income and assets, resolve discrepancies; collaborate with LOs to address file or document issues.
• Efficiently manage multiple assignments within established deadlines.
• Pull and prepare credit reports for assessment.
• Ensure file setup aligns with CCM’s policies and procedures.

Qualifications And Skills

• A High School Diploma, or equivalent.
• 1+ year of mortgage or financial services experience, preferred.
• NMLS licensing (State and Federal), preferred.
• Prior experience in a sales support or mortgage assistant role, preferred.
• Experience with Encompass software, preferred.
• Knowledge of RESPA and general mortgage regulations, preferred.
• Knowledge of mortgage documentation and consumer lending regulations, preferred.
• Excellent organizational skills to multitask in a high-volume environment.
• Excellent verbal and written communication skills.
• Excellent attention to detail to proactively problem solve.
• Proficiency in Microsoft Office Suite. (Outlook, Word, Excel)

Benefits

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.