[Remote] Loan Officer Assistant

Note: The job is a remote job and is open to candidates in USA. CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender, known for its exceptional culture and employee engagement. The Loan Officer Assistant role involves supporting mortgage loan officers by managing loan documentation, ensuring positive customer experiences, and facilitating timely loan closings.

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

Skills

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

Benefits

• Medical
• Dental
• Vision
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program

Company Overview