Mortgage Loan Support Specialist

CrossCountry Mortgage, LLC; Montvale (NJ); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Short-term disability

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers with daily duties and ensure a positive customer experience.

The role involves reviewing applications, preparing disclosures, managing a loan pipeline, coordinating with title companies, and delivering timely closings. Candidates typically have at least one year in mortgage-related work and strong communication skills; proficiency with Salesforce and MS Office is preferred.

Qualifications

• 1 year of mortgage-related experience or customer-facing role.
• Excellent communication and customer service skills.
• Ability to prioritize and manage time effectively.

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

Excellent communication

Customer service

Prioritization

Time management

Education

High School Diploma / GED / equivalent

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Loan Officer Assistant to support loan officers with daily duties and ensure a positive customer experience.

The role involves reviewing applications, preparing disclosures, managing a loan pipeline, coordinating with title companies, and delivering timely closings. Candidates typically have at least one year in mortgage-related work and strong communication skills; proficiency with Salesforce and MS Office is preferred.