Mortgage Lender Officer Assistant

CrossCountry Mortgage, LLC; Phoenix (AZ); On-site; USD 45,000 - 55,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a skilled mortgage loan officer assistant to support top-producing originators. The role blends sales and customer service to manage loan files end-to-end and build client relationships.

You will gather documentation, prepare pre-approvals, coordinate verifications, and ensure accurate, on-time submissions while delivering outstanding service.

Join a team focused on growth and client satisfaction in a fast-paced mortgage environment.

Qualifications

• High school diploma or equivalent required; college degree in finance or banking preferred.
• Expert-level knowledge of Fannie and Freddie guidelines would be advantageous.
• Ability to calculate income and run LP and DU.
• Understand basic loan financing options (conventional, FHA, VA, adjustable/fixed, commercial).
• 2–3 years of office/administrative or mortgage experience preferred.
• Proficiency in MS Office; CRM, MLS, DU, and mortgage software preferred.

Responsibilities

• Gather initial documentation to pre-qualify borrowers and make program recommendations.
• Structure the loan and send a needs list for additional documentation.
• Provide accurate pre-approvals to borrowers.
• Coordinate loan documentation for verifications and underwriting.
• Follow up with customers and internal teams to ensure smooth transactions.
• Screen calls, book appointments, and provide administrative support as needed.
• Verify documentation accuracy and report discrepancies to the loan originator.
• Serve as primary contact between clients, branch manager, and loan originator.

Skills

Customer service

Communication

Detail-oriented

Sales skills

Education

High school diploma or equivalent

College degree in finance or banking preferred

Tools

MS Office

CRM

MLS

DU

Proprietary mortgage software

Job description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!

Compensation

$50,000 yearly + bonus DOE

Qualifications

• Expert-level knowledge of Fannie and Freddie guidelines
• Strong ability to calculate income and run LP and DU
• High school diploma or equivalent required. College degree in finance or banking preferred
• Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• 2-3 years of professional office environment and administration or mortgage experience preferred
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Highly motivated and goal-oriented with excellent customer service and communication skills

Responsibilities

• Gather initial documentation to fully pre-qualify a borrower based on their portfolio, and make program and product recommendations for what best fits their needs
• Gather initial documentation from the borrower
• Structure the loan and send out a needs list of additional documentation needed
• Confidently provide an accurate pre-approval to the borrower
• Problem-solve ways to make a file work and structure it accordingly
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Screen and make calls, book appointments and provide administrative support as needed
• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
• Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items