Loan Officer Assistant

About the Company

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 numerous awards for its standout culture. CCM fosters an entrepreneurial spirit, empowering employees to contribute to company success while receiving unwavering support and transparency from leadership.

About the Role

The Sales Assistant provides support to mortgage loan officers to increase loan production levels. This role works directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Responsibilities

• Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents.
• 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 to highlight deficiencies and prevent problems, notifying the mortgage loan officer and/or loan processor as needed.
• Clarify or correct information and obtain additional information via phone, email, etc.
• Provide general clerical and phone support to loan officers and/or loan processors.
• Work with management to support various stages and areas of lending and processing.
• 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.

Requirements

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• A minimum of 1 year of mortgage-related experience, including customer contact.
• Previous sales support experience, preferred.
• Salesforce experience, preferred.

Skills

• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Benefits

• Competitive compensation plan.
• Robust benefits package, including medical, dental, and vision.
• 401K retirement plan.
• Company-provided short-term disability.
• Employee assistance program.
• Wellness program.