Corporate Loan Officer Assistant
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 timeson 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 Corporate Loan Officer Assistant provides support to CrossCountry Mortgage's (CCM) mortgage operations staff in their daily duties to increase loan production levels. This role works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.
Job Responsibilities:
- Conduct reviews of files submitted from sales to processing to confirm eligibility.
- Determine file completeness/eligibility at initial submission to processing from sales, including assessing whether the file is ready for processing or if adjustments are needed.
- Recommend restructure options if files do not meet eligible criteria.
- 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 for accuracy.
- 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 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.
- 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 equivalent.
- 1+ years of mortgage-related experience, including customer contact.
- Sales support experience, preferred.
- Salesforce experience, preferred.
- Excellent communication and customer service skills.
- Excellent prioritization and time management skills.
- Proficient with Microsoft Office applications.
CrossCountry Mortgage, LLC offers more than a job, we offer a career. Apply now to begin your path to success!
Corporate Loan Officer Assistant
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 timeson 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 Corporate Loan Officer Assistant provides support to CrossCountry Mortgage's (CCM) mortgage operations staff in their daily duties to increase loan production levels. This role works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.
Job Responsibilities:
- Conduct reviews of files submitted from sales to processing to confirm eligibility.
- Determine file completeness/eligibility at initial submission to processing from sales, including assessing whether the file is ready for processing or if adjustments are needed.
- Recommend restructure options if files do not meet eligible criteria.
- 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 for accuracy.
- 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 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.
- 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 equivalent.
- 1+ years of mortgage-related experience, including customer contact.
- Sales support experience, preferred.
- Salesforce experience, preferred.
- Excellent communication and customer service skills.
- Excellent prioritization and time management skills.
- Proficient with Microsoft Office applications.
CrossCountry Mortgage, LLC offers more than a job, we offer a career. Apply now to begin your path to success!
