Mortgage Loan Officer Assistant – Growth‑Focused Support Pro

CCM CrossCountry Mortgage, LLC; United States; Remote; USD 38,000 - 54,000; Full time

Benefits offered by this job

Robust benefits package

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers and processors in daily duties to boost production. The role primarily operates within Pacific Time zone hours to support the West Coast region and ensure positive customer experiences and timely closings.

The position requires at least 1 year of mortgage-related experience, strong communication skills, and proficiency with Microsoft Office; Salesforce experience is a plus.

Qualifications

• 1 year of mortgage-related experience, including customer contact.
• Sales experience preferred.
• Strong communication and customer-service skills.
• Proficient with Microsoft Office applications.
• Salesforce experience preferred.

Responsibilities

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

Skills

Excellent communication

Customer service

Time management

Microsoft Office

Salesforce

Mortgage knowledge

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers and processors in daily duties to boost production. The role primarily operates within Pacific Time zone hours to support the West Coast region and ensure positive customer experiences and timely closings.

The position requires at least 1 year of mortgage-related experience, strong communication skills, and proficiency with Microsoft Office; Salesforce experience is a plus.