Mortgage Loan Support Specialist — Accelerate Closings

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

Benefits offered by this job

Medical

Dental

Vision

401K

Company-provided short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Sales Assistant to support mortgage loan officers in daily duties to boost loan production. You will work with customers, loan officers, and processors to ensure a positive experience and timely closings.

The role requires at least 1 year of mortgage-related experience with strong communication and organizational skills. Familiarity with Salesforce and Microsoft Office is preferred.

Qualifications

• High School Diploma, GED, or equivalent (required).
• Minimum 1 year of mortgage-related experience with 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 applications and documentation.
• Review 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 notify mortgage loan officer/processor of deficiencies.
• Clarify/correct information and obtain additional information via phone or email.
• Provide general clerical and phone support to loan officers and processors.
• Assist in managing a pipeline of conventional, FHA, VA, and USDA loans.
• 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.

Skills

Excellent communication

Customer service

Time management

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Sales Assistant to support mortgage loan officers in daily duties to boost loan production. You will work with customers, loan officers, and processors to ensure a positive experience and timely closings.

The role requires at least 1 year of mortgage-related experience with strong communication and organizational skills. Familiarity with Salesforce and Microsoft Office is preferred.