Jr. Loan Officer

CrossCountry Mortgage, LLC; Phoenix (AZ); Sur place; USD 45 000 - 55 000; Plein temps

Résumé du poste

CrossCountry Mortgage, LLC is seeking a Mortgage Loan Officer Assistant to support the loan origination staff. You will track leads, schedule appointments, prepare paperwork, and respond to customer inquiries to keep transactions moving smoothly.

The role requires expert knowledge of Fannie and Freddie guidelines, income calculation experience with LP/DU, and at least 2–3 years in an office setting. MS Office, CRM/MLS/DU experience, and NMLS familiarity are valuable.

Qualifications

• Expert knowledge of Fannie and Freddie guidelines.
• Ability to calculate income and run LP and DU.
• NMLS license or training preferred.
• Preferred degree in banking or finance; high school diploma or equivalent required.
• Understanding of loan products (conventional, FHA, VA, adjustable/fixed, commercial).
• 2–3 years in a professional office environment; administrative or mortgage assistant experience preferred.
• MS Office proficiency; CRM, MLS, DU, and proprietary mortgage software preferred.
• Ability to work in a team-oriented environment with strong communication and customer service.

Responsabilités

• Gather initial documentation to pre-qualify a borrower and make program recommendations.
• Gather initial documentation from the borrower.
• Structure the loan and send out a needs list of additional documentation.
• Confidently provide an accurate pre-approval to the borrower.
• Problem-solve ways to make a file work and structure it accordingly.
• Assemble loan documentation for verifications and underwriting (loan files, loan packages, credit reports, etc.).
• Handle all customer and in-house inquiries about transactions and provide excellent service.
• Provide administrative support such as screening and scheduling calls/appointments.
• Check loan package documents for complete accuracy and fix discrepancies.
• Act as the primary contact between clients and the company and schedule meetings.

Connaissances

Fannie & Freddie guidelines

Income calculation & LP/DU

Team collaboration

Customer service

MS Office proficiency

CRM/MLS/DU software

Formation

Bachelor's/Degree in Banking or Finance

High school diploma or equivalent

Outils

MS Office

CRM

MLS

DU

Description du poste

Are you interested in joining a leader in the mortgage industry who offers stability and growth, ongoing training opportunities and employee engagement? We're hiring a mortgage loan officer assistant who will work directly with and support our loan origination staff. You’ll track leads daily, schedule appointments for the mortgage team, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.

Compensation:

$50,000 yearly + bonus DOE

Qualifications

• Expert-level knowledge of Fannie and Freddie guidelines
• Strong ability to calculate income and run LP and DU
• Although not required, having an NMLS license or training is preferred
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
• Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients

Responsibilities

• Gather initial documentation to fully pre-qualify a borrower based on their portfolio, and make program and product recommendations for what best fits their needs
• Gather initial documentation from the borrower
• Structure the loan and send out a needs list of additional documentation needed
• Confidently provide an accurate pre-approval to the borrower
• Problem-solve ways to make a file work and structure it accordingly
• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed