Loan Officer Assistant

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Logo of CrossCountry Mortgage, LLC

CrossCountry Mortgage, LLC

5001 - 10000 employees

💾 Finance

💰 $400M Debt Financing on 2021-11

Finance

CrossCountry Mortgage, LLC is one of America’s leading retail mortgage lenders, providing a range of mortgage solutions for homebuyers, homeowners looking to refinance, and those seeking home equity loans. They offer a comprehensive suite of services including home purchase loans, mortgage refinancing, and home equity lines of credit (HELOC). The company prides itself on helping clients navigate the home buying process with ease, whether they are first-time buyers or seasoned investors. Known for their competitive interest rates and efficient loan processing, CrossCountry Mortgage aims to support their clients in achieving their home ownership and financial goals.

📋 Description

‱ 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

🎯 Requirements

‱ High School Diploma, General Equivalency Diploma (GED), or equivalent ‱ A minimum of 1 year of mortgage-related experience, including customer contact ‱ Previous sales support experience, preferred ‱ Salesforce experience, preferred ‱ Excellent communication and customer service skills ‱ Excellent prioritization and time management skills ‱ Proficient with Microsoft Office applications

đŸ–ïž Benefits

‱ medical ‱ dental ‱ vision ‱ 401K ‱ company-provided short-term disability ‱ employee assistance program ‱ wellness program

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