Senior Loan Officer Assistant

Position Overview

The Senior Loan Officer Assistant supports the McCauley team of CrossCountry Mortgage in Dallas, TX. The Senior Loan Officer Assistant is responsible for managing the loan officers' schedules and assisting the Loan Processor. The Senior Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport.

Job Responsibilities

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Aid Loan Partner II with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Qualifications And Skills

• High School Diploma or equivalent.
• Minimum 10 years’ residential mortgage processing experience.
• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.