Sales Assistant

CrossCountry Mortgage, LLC; Issaquah (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Sales Assistant to support mortgage loan officers in daily duties and help increase loan production. This on-site role in Issaquah involves working with customers, officers, and processors to ensure a positive experience and timely closings.

The ideal candidate has 1+ years of mortgage-related experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• High School Diploma, GED, or equivalent.
• 1+ years of mortgage-related experience, including customer contact.
• Sales support experience, preferred.
• Excellent communication and customer service skills.
• Proficient with Microsoft Office applications.
• Position requires full-time on-site work at the Issaquah, WA office.

Responsibilities

• Provide clerical and administrative support to Frame Home Team loan officers and processors during the loan setup stage, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents.
• Assist with loan file setup by organizing, labeling, and preparing incoming documentation for the loan officer and processing team.
• Clarify or correct information and obtain additional documentation as necessary via phone, email, or in person.
• Perform a preliminary review of incoming documents for completeness (e.g., missing pages or signatures), flagging any obvious gaps to the loan officer and/or loan processor, not a full underwriting or compliance review.
• Track outstanding items on loan files and follow up with customers by phone or email to ensure timely receipt of necessary documentation.
• Provide general clerical and phone support for Frame Home Team loan officers and processors as needed.
• Work with management to provide support across various stages 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, coordinating closely with the in-office team.
• Support day-to-day office operations for the Issaquah location as needed.

Skills

Customer service

Communication

Time management

Sales support

Education

High School Diploma

Tools

Microsoft Office

Job description

CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Sales Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Job Responsibilities

• Provide clerical and administrative support to Frame Home Team loan officers and processors during the loan setup stage, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents.
• Assist with loan file setup by organizing, labeling, and preparing incoming documentation for the loan officer and processing team.
• Clarify or correct information and obtain additional documentation as necessary via phone, email, or in person.
• Perform a preliminary review of incoming documents for completeness (e.g., missing pages or signatures), flagging any obvious gaps to the loan officer and/or loan processor, not a full underwriting or compliance review.
• Track outstanding items on loan files and follow up with customers by phone or email to ensure timely receipt of necessary documentation.
• Provide general clerical and phone support for Frame Home Team loan officers and processors as needed.
• Work with management to provide support across various stages 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, coordinating closely with the in-office team.
• Support day-to-day office operations for the Issaquah location as needed.

Qualifications And Skills

• High School Diploma, General Equivalency Diploma (GED), or equivalent.
• 1+ years of mortgage-related experience, including customer contact, preferred.
• Sales support experience, preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient with Microsoft Office applications.
• Position requires full-time on-site work at the Issaquah, WA office.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career.

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.