Loan Officer Assistant – Growth-Focused Support Specialist

CrossCountry Mortgage; United States; On-site; USD 42,000 - 64,000; Full time

Job summary

CrossCountry Mortgage is seeking a Loan Officer Assistant to support mortgage loan officers in daily duties, ensuring a positive customer experience and timely closings across West Coast regions. The role involves document review, disclosures, and coordinating with title companies.

The ideal candidate has at least 1 year of mortgage-related experience, strong communication skills, and proficiency in Microsoft Office; Salesforce experience is a plus.

Qualifications

• Mortgage-related experience (1+ year)
• Strong communication and customer service skills
• Sales experience preferred
• Salesforce experience preferred
• Proficient with Microsoft Office applications

Responsibilities

• Assist in reviewing mortgage loan applications and documentation.
• 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 flag deficiencies for officers/processor.
• Clarify/correct information and obtain additional details as needed.
• Provide general clerical and phone support to loan officers and processors.
• Support management in lending and processing tasks as needed.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K, and reverse mortgage loans.
• Deliver appraisals/valuations to borrowers and track receipt.
• Follow up on outstanding items to ensure timely documentation.
• Coordinate with Title Company to schedule closings.

Skills

Mortgage experience

Customer service

Communication

Time management

Salesforce

MS Office

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage is seeking a Loan Officer Assistant to support mortgage loan officers in daily duties, ensuring a positive customer experience and timely closings across West Coast regions. The role involves document review, disclosures, and coordinating with title companies.

The ideal candidate has at least 1 year of mortgage-related experience, strong communication skills, and proficiency in Microsoft Office; Salesforce experience is a plus.