Mortgage Loan Partner

CrossCountry Mortgage Mountain Region; Phoenix (AZ); On-site; USD 49,500 - 60,500; Full time

Job summary

CrossCountry Mortgage Mountain Region is seeking a Mortgage Loan Partner in Phoenix to guide applicants through the mortgage process with clear, supportive communication. You will prepare required paperwork, coordinate loan documentation, and collaborate with originators to structure loans that fit client needs in a fast-paced, growth-minded team environment.

The role emphasizes attention to detail, customer service excellence, and proactive problem-solving, with a compensation package that

Qualifications

• 5+ years in an office environment, preferably as a loan officer assistant or mortgage assistant.
• Knowledge of loan financing options: conventional, FHA, VA, adjustable/fixed, commercial loans.
• Preferably a degree in banking or finance; a high school diploma or equivalent is required.
• An NMLS license or training is preferred but not required.
• Proficiency in MS Office; CRM, MLS, DU, and mortgage software are preferred.

Responsibilities

• Be the primary liaison between the mortgage loan officer and clients and schedule meetings to discuss outstanding items.
• Handle all customer and in-house inquiries about transactions to ensure a smooth process and great service.
• Screen and make calls, book appointments and provide administrative support as needed.
• Check all loan package documents for accuracy and escalate discrepancies to the loan officer.
• Gather and coordinate loan documents required for verifications and underwriting.
• Gather initial documentation and fully structure a loan.
• Offer solutions to the client for the best path forward for their situation.
• Confidently deliver pre-qualification to the client.
• Demonstrate creativity and problem-solving throughout the process.

Skills

Loan processing

Customer service

Administrative support

Communication

Attention to detail

Education

Bachelor's degree in banking or finance

High school diploma or equivalent

Tools

MS Office

CRM

MLS

DU

Mortgage software

Job description

At CrossCountry Mortgage, we’re more than just a mortgage company—we’re a community dedicated to making homeownership dreams attainable. As a Mortgage Loan Partner, you’ll be a crucial part of our mission. You’ll work closely with our loan origination team to guide applicants through the mortgage process, ensuring they feel supported every step of the way. Your role will involve preparing necessary paperwork and responding to inquiries, always with the aim of providing clear and reassuring communication. If you’re detail‑oriented and thrive in a supportive, growth‑focused environment, this is your chance to shine. We believe in empowering our team members with competitive pay and benefits, and we foster a collaborative culture that values your professional development. Join us and be part of a smart team that’s committed to excellence and innovation in the mortgage industry. Let’s make a positive impact together.

Responsibilities

• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
• Handle all customer and in‑house inquiries about transactions so the process is smooth and customers receive excellent service
• Screen and make calls, book appointments and provide administrative support as needed
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
• Gather and coordinate necessary loan documentation required for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Gather initial documentation and fully structure a loan
• Offer solutions to the client for the best path forward for their situation
• Confidently deliver pre‑qualification to the client
• Ability to be creative and think outside the box

Qualifications

• At least 5+ years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
• Advanced comprehension of loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Although not required, having an NMLS license or training is preferred
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred

Compensation

$55,000 per year plus bonus.