Mortgage Loan Assistant: Growth & Customer Impact

CrossCountry Mortgage, LLC; Midlothian (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support mortgage loan officers in daily duties, ensuring positive customer experiences and timely closings. This role involves document handling, disclosures, and coordinating with borrowers, processors, and title companies in a fast-paced lending environment.

The ideal candidate has at least 1 year of mortgage-related experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• High School Diploma, GED, or equivalent.
• At least 1 year of mortgage-related experience with customer contact.
• Sales 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 loan disclosure packages and deliver to borrower.
• Create rate disclosure and re-disclosure packages for borrower delivery.
• Review documents and loan files to identify and address deficiencies.
• Clarify and obtain additional information via phone or email.
• Provide general clerical and phone support to loan officers/processors.
• Support lending and processing in various stages as needed.
• Help manage a pipeline of conventional, FHA, VA, USDA, 203K and reverse mortgage loans.
• Deliver appraisals/valuations to borrower and confirm receipt.
• Track outstanding items and follow up to ensure timely documentation.
• Coordinate with Title Company and customer to schedule timely closings.

Skills

Excellent communication

Time management

Customer service

Prioritization

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support mortgage loan officers in daily duties, ensuring positive customer experiences and timely closings. This role involves document handling, disclosures, and coordinating with borrowers, processors, and title companies in a fast-paced lending environment.

The ideal candidate has at least 1 year of mortgage-related experience, strong communication skills, and proficiency with Microsoft Office.