Position Overview:
The Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.
Job Responsibilities:
Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
Review mortgage loan 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 work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
General clerical and phone support to loan officers and/or loan processors, as needed.
Work with management to provide support in various stages and areas 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.
Qualifications and Skills:
High School Diploma, General Equivalency Diploma (GED), or educational equivalent from an accredited institution.
Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish, preferred.
A minimum of 1 year of mortgage-related experience, including customer contact.
Excellent communication skills.
Ability to manage multiple tasks/projects and deadlines simultaneously.
Previous sales support experience, preferred.
Proficient with Microsoft Office applications.
Salesforce working experience.
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.
