Mortgage Sales 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, identifying and addressing deficiencies, and notifying relevant parties.
• 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 required.
• Manage loan pipelines for conventional, FHA, VA, USDA, 203K, and reverse mortgage products.
• Facilitate timely loan closings by working with the Title Company and customers to schedule appointments.

Qualifications and Skills

• High School Diploma, GED, or equivalent.
• At least 1 year 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.