Mortgage Loan Assistant for Growth & Training

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

Job summary

CrossCountry Mortgage, LLC is seeking a Mortgage Loan Officer Assistant to support the loan origination staff. You will track leads, schedule appointments, prepare paperwork, and respond to customer inquiries to keep transactions moving smoothly.

The role requires expert knowledge of Fannie and Freddie guidelines, income calculation experience with LP/DU, and at least 2–3 years in an office setting. MS Office, CRM/MLS/DU experience, and NMLS familiarity are valuable.

Qualifications

• Expert knowledge of Fannie and Freddie guidelines.
• Ability to calculate income and run LP and DU.
• NMLS license or training preferred.
• Preferred degree in banking or finance; high school diploma or equivalent required.
• Understanding of loan products (conventional, FHA, VA, adjustable/fixed, commercial).
• 2–3 years in a professional office environment; administrative or mortgage assistant experience preferred.
• MS Office proficiency; CRM, MLS, DU, and proprietary mortgage software preferred.
• Ability to work in a team-oriented environment with strong communication and customer service.

Responsibilities

• Gather initial documentation to pre-qualify a borrower and make program recommendations.
• Gather initial documentation from the borrower.
• Structure the loan and send out a needs list of additional documentation.
• Confidently provide an accurate pre-approval to the borrower.
• Problem-solve ways to make a file work and structure it accordingly.
• Assemble loan documentation for verifications and underwriting (loan files, loan packages, credit reports, etc.).
• Handle all customer and in-house inquiries about transactions and provide excellent service.
• Provide administrative support such as screening and scheduling calls/appointments.
• Check loan package documents for complete accuracy and fix discrepancies.
• Act as the primary contact between clients and the company and schedule meetings.

Skills

Fannie & Freddie guidelines

Income calculation & LP/DU

Team collaboration

Customer service

MS Office proficiency

CRM/MLS/DU software

Education

Bachelor's/Degree in Banking or Finance

High school diploma or equivalent

Tools

MS Office

CRM

MLS

DU

Job description

CrossCountry Mortgage, LLC is seeking a Mortgage Loan Officer Assistant to support the loan origination staff. You will track leads, schedule appointments, prepare paperwork, and respond to customer inquiries to keep transactions moving smoothly.

The role requires expert knowledge of Fannie and Freddie guidelines, income calculation experience with LP/DU, and at least 2–3 years in an office setting. MS Office, CRM/MLS/DU experience, and NMLS familiarity are valuable.