Mortgage Loan Assistant: Growth & Impact

CrossCountry Mortgage; United States; Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

CrossCountry Mortgage is seeking a Loan Officer Assistant to support loan officers in daily duties, review applications, and help ensure timely closings. The role involves working with CCM customers, loan officers, and processors to deliver a positive customer experience and efficient closings.

Ideal candidates have at least 1 year of mortgage-related experience, strong communication, and proficiency with Microsoft Office; Salesforce experience is preferred.

Formación

• High School 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.

Responsabilidades

• Assist in reviewing mortgage loan applications and documentation via phone and computer tasks.
• 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 highlight deficiencies to notify the mortgage loan officer or loan processor.
• Clarify/correct information and obtain additional details by phone or email.
• Provide general clerical and phone support to loan officers and loan processors.
• Support in various stages of lending and processing as needed.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K and reverse mortgage products.
• Deliver appraisals and property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on loan files and follow up with customers for documentation.
• Facilitate timely closings by coordinating with Title Company and customers.

Conocimientos

Communication

Customer service

Time management

Prioritization

Educación

High School Diploma GED or equivalent

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

CrossCountry Mortgage is seeking a Loan Officer Assistant to support loan officers in daily duties, review applications, and help ensure timely closings. The role involves working with CCM customers, loan officers, and processors to deliver a positive customer experience and efficient closings.

Ideal candidates have at least 1 year of mortgage-related experience, strong communication, and proficiency with Microsoft Office; Salesforce experience is preferred.