Bilingual Loan Officer Assistant

CCM CrossCountry Mortgage, LLC; Florida; Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Disability insurance

EAP

Wellness program

Competitive pay

Job summary

CrossCountry Mortgage, LLC is seeking a Bilingual Loan Officer Assistant to support loan officers in daily tasks and help increase loan production. The role involves working with customers, processors and management to ensure smooth closings and accurate documentation.

The ideal candidate communicates fluently in Spanish and English, has at least 1 year in mortgage-related support, and is proficient with Microsoft Office and Salesforce. On-site position offering competitive benefits.

Qualifications

• Fluency in Spanish and English to communicate with internal and external customers.
• High School Diploma or GED or equivalent.
• At least 1 year of mortgage-related experience, including customer contact.

Responsibilities

• Assist in reviewing mortgage loan applications and documentation.
• Review disclosure packages and deliver to borrower.
• Create rate disclosure and re-disclosure packages for borrowers.
• Review documents and loan files, highlight deficiencies and notify officers/processor.
• Clarify/correct information and obtain additional information by phone or email.
• Provide general clerical and phone support to loan officers/processors.
• Support lending and processing in various stages as needed.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K and reverse mortgage products.
• Deliver appraisals/valuations to borrower and obtain proof of receipt.
• Track outstanding items and follow up for timely documentation.
• Facilitate timely closings with Title Company and customer.

Skills

Bilingual Spanish/English

Customer service

Communication skills

Time management

Microsoft Office

Salesforce experience

Education

High School Diploma or GED

Tools

Salesforce

Job description

Position Overview

The Bilingual Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Bilingual Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Job Responsibilities

• Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• 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 and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• 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.

Qualifications and Skills

• Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
• 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.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Benefits

• Competitive compensation plan
• Medical
• Dental
• Vision
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”).

Our company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!

Thanks for your interest in working on our team! Our Work Experience is the combination of everything that’s unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.