Loan Officer Assistant

Cross Country Mortgage; City of White Plains (NY); Hybrid; USD 42,000 - 58,000; Full time

Job summary

Cross Country Mortgage in White Plains, NY is seeking a Loan Officer Assistant to join our full-time hybrid team. The role supports Loan Officers by managing the loan pipeline, collecting and organizing borrower documents, and preparing files for underwriting review.

Daily duties include communicating with borrowers, real estate agents, and internal staff to ensure accurate information, timely follow-up, and a smooth loan process.

Qualifications

• Experience supporting Loan Officers and familiarity with their responsibilities in the mortgage process.
• Knowledge of the Mortgage Industry, including common loan products and basic lending guidelines.
• Clear, professional Communication skills, both verbal and written, for working with borrowers and internal teams.
• Understanding of basic Underwriting requirements and ability to collect and organize required documentation.
• Proficiency with mortgage software systems, general computer skills, and accurate data entry.
• High level of organization, attention to detail, and ability to manage multiple files and deadlines.

Responsibilities

• Support Loan Officers in managing the loan pipeline.
• Gather and organize borrower documentation and prepare files for underwriting.
• Communicate with borrowers, real estate agents, and internal teams for accurate information and timely follow-up.
• Assist with data entry, updating loan systems, tracking conditions, and ensuring compliance.

Skills

Customer service

Communication skills

Attention to detail

Education

High school diploma

Associate or Bachelor’s degree a plus

Tools

Mortgage software

Job description

Company Description

Cross Country Mortgage is a full-service mortgage company offering a wide range of home loan products for single-family homes and properties up to four units. The company supports customers with purchase, refinance, cash-out, and home construction loans, providing options for diverse borrowing needs. With expertise across multiple loan types, Cross Country Mortgage focuses on guiding clients through each step of the lending process. Team members collaborate to deliver efficient, transparent service that helps borrowers make informed decisions about homeownership.

Role Description

The Loan Officer Assistant is a full-time, hybrid role based in White Plains, NY, with some work-from-home flexibility. This position supports Loan Officers in managing the loan pipeline, gathering and organizing borrower documentation, and preparing files for underwriting review. Daily responsibilities include communicating with borrowers, real estate agents, and internal team members to ensure accurate information, timely follow-up, and a smooth loan process. The assistant helps with data entry, updating loan systems, tracking conditions, and maintaining compliance with company and industry standards. The role requires strong attention to detail, consistent customer service, and the ability to prioritize multiple tasks in a fast-paced mortgage environment.

Qualifications

• Experience supporting Loan Officers and familiarity with their responsibilities in the mortgage process.
• Knowledge of the Mortgage Industry, including common loan products and basic lending guidelines.
• Strong Customer Service skills, with a focus on responsiveness, professionalism, and client satisfaction.
• Understanding of basic Underwriting requirements and ability to collect and organize required documentation.
• Clear, professional Communication skills, both verbal and written, for working with borrowers and internal teams.
• Proficiency with mortgage software systems, general computer skills, and accurate data entry.
• High level of organization, attention to detail, and ability to manage multiple files and deadlines.
• Prior experience in mortgage, banking, or financial services preferred; high school diploma required, associate or bachelor’s degree a plus.