Mortgage Loan Coordination Specialist

CrossCountry Mortgage Mountain Region; Phoenix (AZ); On-site; USD 58,500 - 71,500; Full time

Job summary

CrossCountry Mortgage Mountain Region is seeking a Mortgage Loan Assistant to support loan originators, handling files from start to finish with strong customer service. You will gather documentation, pre-qualify borrowers, and provide accurate pre-approvals to help clients achieve home ownership.

Ideal candidates have 2-3 years of administrative support in a mortgage setting, familiarity with conventional, FHA, and VA loans, and a finance-related degree or equivalent experience.

Qualifications

• 2-3 years of administrative support in a professional office or mortgage environment
• Understanding of loan financing options including conventional, FHA, VA, fixed/adjustable rates
• College degree in finance or banking preferred; NMLS license not required but preferred

Responsibilities

• Coordinate and prepare documentation for verifications and underwriting such as loan files and loan packages
• Answer questions about transactions for clients and company employees to ensure customer satisfaction
• Assist with administrative duties like calls, appointment bookings, etc.
• Review loan package documentation for discrepancies and income calculations and report issues to the loan originator
• Serve as primary liaison between the loan officer and clients and schedule meetings to discuss outstanding items
• Gather initial documentation to pre-qualify borrowers and make program recommendations
• Structure the loan and send out a needs list for additional documentation
• Provide accurate pre-approvals to borrowers
• Problem-solve to make files workable and properly structured

Skills

Customer service

Communication

Administrative support

Mortgage knowledge

NMLS license preferred

Education

Finance or Banking degree preferred

High School Diploma or equivalent

Job description

CrossCountry Mortgage Mountain Region is seeking a Mortgage Loan Assistant to support loan originators, handling files from start to finish with strong customer service. You will gather documentation, pre-qualify borrowers, and provide accurate pre-approvals to help clients achieve home ownership.

Ideal candidates have 2-3 years of administrative support in a mortgage setting, familiarity with conventional, FHA, and VA loans, and a finance-related degree or equivalent experience.