Senior Loan Officer Assistant

CrossCountry Mortgage, LLC; San Diego (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Short-term disability

Employee wellness program

Employee assistance program

Job summary

CrossCountry Mortgage, LLC is seeking a Senior Loan Officer Assistant to manage residential mortgage loan pipelines and support timely progression from application to closing. You’ll review loan docs for accuracy, coordinate with borrowers and key stakeholders, and resolve issues impacting approvals and timelines while maintaining borrower experience.

The role requires strong organizational skills, knowledge of mortgage lending practices, and the ability to handle multiple priorities with

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Minimum of 3 years of mortgage industry experience in related roles.
• Experience with Conventional, VA, Jumbo loans preferred.
• Mortgage originator license preferred.
• Knowledge of residential mortgage documentation and processes.
• Strong organizational, analytical and problem-solving skills.
• Ability to work independently and manage multiple priorities.
• Excellent verbal and written communication; teamwork oriented.

Responsibilities

• Proactively manage assigned files from initiation through closing.
• Resolve routine issues and escalate complex matters when needed.
• Monitor mortgage pipeline to ensure timely progression.
• Review loan files for completeness and compliance with requirements.
• Coordinate with borrowers, loan officers, processors, underwriters, and others.
• Identify conditions and documentation needs impacting timelines.
• Assist in resolving complex loan scenarios with internal/external partners.
• Review Loan Estimates and Closing Disclosures for accuracy.
• Maintain accurate loan records and update systems per policy.
• Prioritize deadlines and manage multiple loan files simultaneously.
• Provide status updates and ensure timely resolution of conditions.
• Suggest workflow improvements to enhance efficiency and borrower experience.

Skills

Organizational skills

Analytical skills

Communication skills

Problem solving

Independent work

Team collaboration

Customer service mindset

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Encompass

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 Senior Loan Officer Assistant is responsible for managing assigned residential mortgage loan pipelines and supporting the timely progression of loans from application through closing. This role reviews loan documentation for accuracy and compliance, coordinates with borrowers and key stakeholders throughout the lending process, resolves issues that may impact loan approval or closing timelines, and ensures mortgage files are maintained in accordance with company, investor, and regulatory requirements. The position requires excellent organizational skills, attention to detail, knowledge of mortgage lending practices, and the ability to effectively manage multiple priorities while delivering a high-quality borrower experience.

Job Responsibilities

• Proactively manage assigned files and tasks from initiation through resolution, anticipating next steps, following up with all parties necessary to move the loan forward, and closing the loop with borrowers, referral partners, and team members.
• Resolve routine issues independently and **escalate** complex or high impact matters to the Loan Officer only when necessary.
• Monitor and manage assigned mortgage loan pipeline to support loans progressing efficiently through the origination and closing process.
• Review loan files for completeness, accuracy, and compliance with investor, company, and regulatory requirements.
• Coordinate with borrowers, loan officers, processors, underwriters, title companies, real estate agents, and other parties involved in the transaction.
• Identify outstanding conditions, documentation requirements, and potential issues that may impact loan processing or closing timelines.
• Assist in resolving complex loan scenarios by researching requirements, gathering information, and collaborating with internal and external partners.
• Review Loan Estimates, Closing Disclosures, and related mortgage documentation for accuracy.
• Maintain accurate loan records and update systems in accordance with company policies and procedures.
• Prioritize competing deadlines and manage multiple loan files simultaneously.
• Communicate status updates and follow through on action items to ensure timely resolution of file conditions.
• Support continuous improvement efforts by identifying opportunities to enhance workflow efficiency and borrower experience.
• Perform other duties as assigned.

Qualifications And Skills

• High school diploma or equivalent required; bachelor's degree, preferred.
• Minimum of 3 years of mortgage industry experience as a loan officer, mortgage loan processor loan officer assistant, or a similar mortgage operations role.
• Experience with Conventional, VA, Jumbo loans, preferred.
• Mortgage originator license, preferred.
• Knowledge of residential mortgage loan documentation, terminology, and lending processes.
• Excellent organizational, analytical, and problem-solving skills to exercise sound judgment and decision-making within established guidelines.
• Skill in working independently with little supervision.
• Skill in managing multiple priorities while meeting established deadlines.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively within a team environment.
• Customer service mindset with demonstrated ability to maintain confidentiality and professionalism.
• Experience with Encompass or similar system, preferred.
• Proficiency with Microsoft Office applications.

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.