Mortgage Operations Assistant: Elevate Client Experience

crosscountrymortgage; Shirley (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401K

Wellness program

Short‑term disability

Job summary

CrossCountry Mortgage (CCM) is a leading mortgage lender with a nationwide footprint and a strong growth culture. The Loan Officer Assistant supports the Sales Manager by handling loan files, borrower communications, and documentation, enabling the team to focus on business development and complex loan structuring.

The role emphasizes on-site collaboration at the branch, timely disclosures, and high-quality client service to drive loan production and customer satisfaction.

Qualifications

• Active Colorado Mortgage Loan Originator (MLO) license.
• Knowledge of mortgage lending processes, compliance requirements, and loan documentation.
• Experience with loan origination systems, Encompass preferred.
• Experience preparing loan estimates and mortgage disclosures.
• Skill in analyzing borrower income, assets, credit, and financial documentation.
• Effective communication skills with borrowers and internal teams.
• Excellent organization, attention to detail, and follow-through.
• Proven ability to manage multiple priorities in a high‑volume lending environment.
• Ability to work independently and collaboratively in a team‑oriented environment.

Responsibilities

• Serve as the primary point of contact for borrowers throughout the loan process, delivering a high‑quality client experience.
• Prepare and provide loan estimates and other required disclosures accurately and timely.
• Collect, review, and organize borrower documentation to ensure complete and compliant loan files.
• Analyze borrower financial information, including income, assets, credit, and liabilities, to support loan qualification and structuring.
• Monitor pipeline milestones and loan status to ensure transactions progress efficiently from application through closing.
• Proactively communicate with borrowers, referral partners, and internal teams regarding outstanding items and next steps.
• Respond to borrower and operations team inquiries, providing timely and accurate information.
• Coordinate closely with processing, underwriting, and closing teams to resolve conditions and maintain workflow efficiency.
• Maintain accurate loan data and documentation within Encompass and other company systems.
• Identify and address routine issues or obstacles that may impact loan closing timelines.
• Support branch activities designed to enhance client satisfaction, operational efficiency, and loan production.
• Assist with relationship management by providing exceptional service to borrowers and referral partners.
• Create additional capacity for the Sales Manager by managing administrative, documentation, and communication responsibilities.
• Enable the Sales Manager to focus on business development, referral partner growth, complex loan structuring, and revenue‑generating activities.

Skills

Customer service

Mortgage knowledge

Encompass

Documentation

Tools

Encompass

Job description

CrossCountry Mortgage (CCM) is a leading mortgage lender with a nationwide footprint and a strong growth culture. The Loan Officer Assistant supports the Sales Manager by handling loan files, borrower communications, and documentation, enabling the team to focus on business development and complex loan structuring.

The role emphasizes on-site collaboration at the branch, timely disclosures, and high-quality client service to drive loan production and customer satisfaction.