Senior Loan Officer Assistant (Hybrid)

CCM CrossCountry Mortgage, LLC; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Hybrid Senior Loan Officer Assistant to support loan officers, manage the branch lead tracker and branch database, and coordinate schedules. The role requires on-site presence 2-3 days per week, a High School diploma, and at least 10 years of residential mortgage processing experience with Encompass.

Applicants should have strong math and analytical skills, excellent communication, and proficiency with DU, LP, Outlook, and Windows.

Qualifications

• High School Diploma or equivalent.
• Minimum 10 years’ residential mortgage processing experience.
• Encompass experience, required.
• Experience with RESPA and general knowledge of mortgage lending regulations preferred.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.

Responsibilities

• Schedule all loan officer appointments, including new leads and branch manager meetings.
• Take all incoming calls and assist Loan Partner II with clerical tasks.
• Schedule weekly face‑to‑face branch meetings based on metrics.
• Meet branch objectives for pre-qualifications and pre-approvals.
• Attend branch events to build clientele and relationships.
• Maintain branch checklists and files within deadlines.
• Work varying hours and overtime as needed.

Skills

Analytical skills

Communication skills

Time management

Education

High School Diploma

Tools

Encompass

DU

LP

Outlook

Windows

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 Hybrid Senior Loan Officer Assistant is responsible for managing the loan officers’ schedules and assists the Loan Processor. The Hybrid Senior Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport.

Job Responsibilities:

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch‑assigned checklists, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Qualifications and Skills:

• This role requires on-site presence 2-3 days per week.
• High School Diploma or equivalent.
• Minimum 10 years’ residential mortgage processing experience.
• Encompass experience, required.
• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
• Excellent math and analytical skills.
• Excellent communication skills.
• Excellent prioritization and time management skills.
• Proficient in DU, LP, Microsoft Outlook & Windows.

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.

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.

Our growth is creating great opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self‑disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.