Loan Officer Assistant

CCM CrossCountry Mortgage, LLC; Lacey (WA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Company-provided short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Sales Assistant to support mortgage loan officers in daily duties to boost loan production. You will work with customers, loan officers, and processors to ensure a positive experience and timely closings.

The role requires at least 1 year of mortgage-related experience with strong communication and organizational skills. Familiarity with Salesforce and Microsoft Office is preferred.

Qualifications

• High School Diploma, GED, or equivalent (required).
• Minimum 1 year of mortgage-related experience with customer contact.
• Previous sales support experience preferred.
• Salesforce experience preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Responsibilities

• Assist in reviewing mortgage loan applications and documentation.
• Review disclosure packages and deliver them to the borrower.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and entire loan files and notify mortgage loan officer/processor of deficiencies.
• Clarify/correct information and obtain additional information via phone or email.
• Provide general clerical and phone support to loan officers and processors.
• Assist in managing a pipeline of conventional, FHA, VA, and USDA loans.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers.

Skills

Excellent communication

Customer service

Time management

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

Company Culture

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

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.

Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it! Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.

About Us

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 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

• Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• Review mortgage loan disclosure packages and deliver them to the borrower.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and entire loan files and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

Qualifications and Skills

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• A minimum of 1 year of mortgage-related experience, including customer contact.
• Previous sales support experience, preferred.
• Salesforce experience, preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.

Benefits

• Medical
• Dental
• Vision
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program

Legal and Compliance

California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

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.

Equal Employment Opportunity

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.