Mortgage Loan Support Specialist

CCM CrossCountry Mortgage, LLC; Montvale (NJ); On-site; USD 42,000 - 56,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers in daily duties, boost loan production, and ensure a positive customer experience through timely closings. You will review applications, disclosures, and documentation, manage a pipeline across conventional, FHA, VA, USDA, and 203K products, and coordinate with title companies and borrowers.

A High School Diploma is required; 1 year mortgage-related experience preferred.

Qualifications

• 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.

Responsibilities

• Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• 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 work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 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 to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

Skills

Mortgage experience

Customer service

Communication

Time management

Sales support

Education

HS Diploma/GED

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers in daily duties, boost loan production, and ensure a positive customer experience through timely closings. You will review applications, disclosures, and documentation, manage a pipeline across conventional, FHA, VA, USDA, and 203K products, and coordinate with title companies and borrowers.

A High School Diploma is required; 1 year mortgage-related experience preferred.