Loan Docs & Workflow Specialist (Co-Op, CEMA)

CCM CrossCountry Mortgage, LLC; Cleveland (OH); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is hiring a Cooperative and CEMA Administrator to provide administrative and document-handling support for loan operations. You will receive and process mail, prepare closing packages, enter data into onboarding systems, and assist specialists to keep loans moving through onboarding, review, correction, and final delivery.

The role requires an eye for detail, strong data-entry skills, and the ability to maintain confidentiality while coordinating with attorneys,

Qualifications

• High school diploma or equivalent.
• Administrative support, mailroom, document-control, mortgage, title, legal, banking, or related office experience, preferred.
• Excellent attention to detail to process high volumes of documents while maintaining accuracy.
• Skill in organizing competing priorities, meeting deadlines, and escalating time-sensitive issues appropriately.
• Skilled in entering data quickly and accurately.
• Effective written and verbal communication skills to collaborate with specialists, Team Leads, attorneys, settlement agents, and other business partners.
• Ability to learn and follow document-stacking orders, onboarding requirements, and department procedures.
• Ability to maintain confidentiality of borrower and loan information.
• Proficiency with Microsoft Outlook, Word, Excel, document imaging, and data-entry systems.

Responsibilities

• Provide administrative support to Cooperative and CEMA Specialists, including document retrieval, scanning, uploading, copying, file research, package preparation, follow-up assistance, and status updates.
• Receive, sort, and distribute incoming mail, overnight deliveries, and closing packages.
• Identify, track, and route loan documents to the appropriate systems and teams.
• Scan, index, label, and maintain documents in accordance with record-retention requirements.
• Review incoming packages for completeness and elevate discrepancies as needed.
• Maintain custody and organization of Cooperative, CEMA, title, and other critical loan documents.
• Manage paper and electronic records to ensure accuracy, accessibility, and compliance.
• Prepare, process, and track documents supporting Cooperative and CEMA operations.
• Coordinate document execution, approvals, signatures, and delivery workflows.
• Facilitate document transfers among internal teams, attorneys, settlement agents, and other approved parties.
• Assemble, verify, and ship loan packages, ensuring accuracy and proper tracking.
• Enter and maintain loan, document, and shipment data within department tracking systems.
• Monitor assigned queues, mailboxes, and task lists to meet service-level expectations.
• Provide administrative support to Cooperative and CEMA Specialists, including document retrieval, file maintenance, and status updates.
• Communicate professionally with internal and external business partners regarding document and shipment status.
• Maintain confidentiality, adhere to quality-control standards, and support cross-training, special projects, and departmental coverage as needed.
• Follow documented procedures, quality-control checkpoints, and escalation requirements; promptly report missing originals, misdirected packages, damaged documents, shipping exceptions, or system issues.
• Support cross-training, workload coverage, special projects, pipeline clean-up efforts, and other department duties as assigned.

Skills

Administrative support

Mailroom

Document-control

Mortgage

Title

Legal

Banking

Attention to detail

Organizational skills

Data entry

Communication skills

Confidentiality

Microsoft Outlook

Microsoft Word

Microsoft Excel

Document imaging

Data-entry systems

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Document imaging

Data-entry systems

Job description

CrossCountry Mortgage, LLC is hiring a Cooperative and CEMA Administrator to provide administrative and document-handling support for loan operations. You will receive and process mail, prepare closing packages, enter data into onboarding systems, and assist specialists to keep loans moving through onboarding, review, correction, and final delivery.

The role requires an eye for detail, strong data-entry skills, and the ability to maintain confidentiality while coordinating with attorneys,