Licensed Loan Officer Assistant

crosscountrymortgage; Shirley (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401K

Wellness program

Short‑term disability

Job summary

CrossCountry Mortgage (CCM) is a leading mortgage lender with a nationwide footprint and a strong growth culture. The Loan Officer Assistant supports the Sales Manager by handling loan files, borrower communications, and documentation, enabling the team to focus on business development and complex loan structuring.

The role emphasizes on-site collaboration at the branch, timely disclosures, and high-quality client service to drive loan production and customer satisfaction.

Qualifications

• Active Colorado Mortgage Loan Originator (MLO) license.
• Knowledge of mortgage lending processes, compliance requirements, and loan documentation.
• Experience with loan origination systems, Encompass preferred.
• Experience preparing loan estimates and mortgage disclosures.
• Skill in analyzing borrower income, assets, credit, and financial documentation.
• Effective communication skills with borrowers and internal teams.
• Excellent organization, attention to detail, and follow-through.
• Proven ability to manage multiple priorities in a high‑volume lending environment.
• Ability to work independently and collaboratively in a team‑oriented environment.

Responsibilities

• Serve as the primary point of contact for borrowers throughout the loan process, delivering a high‑quality client experience.
• Prepare and provide loan estimates and other required disclosures accurately and timely.
• Collect, review, and organize borrower documentation to ensure complete and compliant loan files.
• Analyze borrower financial information, including income, assets, credit, and liabilities, to support loan qualification and structuring.
• Monitor pipeline milestones and loan status to ensure transactions progress efficiently from application through closing.
• Proactively communicate with borrowers, referral partners, and internal teams regarding outstanding items and next steps.
• Respond to borrower and operations team inquiries, providing timely and accurate information.
• Coordinate closely with processing, underwriting, and closing teams to resolve conditions and maintain workflow efficiency.
• Maintain accurate loan data and documentation within Encompass and other company systems.
• Identify and address routine issues or obstacles that may impact loan closing timelines.
• Support branch activities designed to enhance client satisfaction, operational efficiency, and loan production.
• Assist with relationship management by providing exceptional service to borrowers and referral partners.
• Create additional capacity for the Sales Manager by managing administrative, documentation, and communication responsibilities.
• Enable the Sales Manager to focus on business development, referral partner growth, complex loan structuring, and revenue‑generating activities.

Skills

Customer service

Mortgage knowledge

Encompass

Documentation

Tools

Encompass

Job description

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. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Loan Officer Assistant provides operational, administrative, and client support to ensure a seamless mortgage experience for borrowers while enhancing the efficiency of the branch. This role serves as a key partner to the Sales Manager by managing loan file activities, borrower communications, documentation collection, and pipeline coordination. By handling day‑to‑day transaction management and support functions, the Loan Officer Assistant creates additional capacity for the Sales Manager to focus on business development, referral partner relationships, complex loan structuring, and revenue‑generating activities that drive the growth and success of the team.

Job Responsibilities:

• Serve as the primary point of contact for borrowers throughout the loan process, delivering a high‑quality client experience.
• Prepare and provide loan estimates and other required disclosures accurately and timely.
• Collect, review, and organize borrower documentation to ensure complete and compliant loan files.
• Analyze borrower financial information, including income, assets, credit, and liabilities, to support loan qualification and structuring.
• Monitor pipeline milestones and loan status to ensure transactions progress efficiently from application through closing.
• Proactively communicate with borrowers, referral partners, and internal teams regarding outstanding items and next steps.
• Respond to borrower and operations team inquiries, providing timely and accurate information.
• Coordinate closely with processing, underwriting, and closing teams to resolve conditions and maintain workflow efficiency.
• Maintain accurate loan data and documentation within Encompass and other company systems.
• Identify and address routine issues or obstacles that may impact loan closing timelines.
• Support branch activities designed to enhance client satisfaction, operational efficiency, and loan production.
• Assist with relationship management by providing exceptional service to borrowers and referral partners.
• Create additional capacity for the Sales Manager by managing administrative, documentation, and communication responsibilities.
• Enable the Sales Manager to focus on business development, referral partner growth, complex loan structuring, and revenue‑generating activities.

Qualificationsand Skills:

• Active Colorado Mortgage Loan Originator (MLO) license.
• Knowledge of mortgage lending processes, compliance requirements, and loan documentation.
• Experience with loan origination systems, Encompass preferred.
• Experience preparing loan estimates and mortgage disclosures.
• Skill in analyzing borrower income, assets, credit, and financial documentation.
• Effective communication skills with borrowers and internal teams.
• Excellent organization, attention to detail, and follow-through.
• Proven ability to manage multiple priorities in a high‑volume lending environment.
• Ability to work independently and collaboratively in a team‑oriented environment.
• Customer‑focused approach with a commitment to delivering an exceptional borrower experience.
• Willingness to work onsite at the branch Monday through Thursday during standard Mountain Time business hours.

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.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. careersatccm.com

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

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”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The 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.