Loan Officer Assistant

Cross Country Mortgage; Angel Run (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

A leading company in the mortgage industry is seeking a Sales Assistant to aid in enhancing loan production levels. Responsibilities include supporting loan officers and ensuring customer satisfaction throughout the loan process. The ideal candidate will possess exceptional communication skills, prior experience in the mortgage industry, and proficiency in Salesforce and Microsoft Office applications.

Qualifications

• Minimum 1 year mortgage-related experience including customer contact.
• Prior sales support experience preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Assist loan officers in reviewing mortgage loan applications and documentation.
• Provide clerical and phone support to loan officers.
• Manage a pipeline of various loan types and facilitate timely loan closings.

Skills

Communication

Customer Service

Time Management

Education

High School Diploma or equivalent

Tools

Salesforce

Microsoft Office

Job description

3 days ago Be among the first 25 applicants

The Sales Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. Job Responsibilities include assisting in reviewing mortgage loan application and documentation, reviewing mortgage loan disclosure packages and delivering them to the borrower, creating rate disclosure and re-disclosure packages, reviewing documents and entire loan files to prevent problems, clarifying/correcting information and obtaining additional information as necessary, providing general clerical and phone support to loan officers and/or loan processors, supporting various stages and areas of lending and processing, managing a pipeline of various loan types, delivering appraisals and property valuations to borrowers, tracking outstanding items on loan files, and facilitating timely loan closings by working with the Title Company and customers. Qualifications include a High School Diploma or equivalent, minimum 1 year mortgage-related experience including customer contact, preferred sales support and Salesforce experience, excellent communication and customer service skills, prioritization and time management skills, and proficiency with Microsoft Office applications. The job description is not exhaustive and the company offers a competitive compensation plan and benefits package.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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