Loan Officer Assistant

Job Overview

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with over 9,000 employees. 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.

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 processors as needed.
• Support management in various stages and areas of lending and processing as needed.
• Manage a pipeline of conventional, FHA, VA, USDA loans, and 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.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

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.