Loan Officer Assistant

Position Overview

The Loan Officer Assistant supports Cross Country Mortgage (CCM) mortgage loan officers in daily duties to increase loan production levels. They work directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

• Assist in reviewing mortgage loan applications and documentation, including phone, computer work, printing, copying, scanning, emailing, and overnighting documents.
• 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, highlight deficiencies to prevent problems, and notify the loan officer and/or loan processor.
• Clarify or correct information and obtain additional information via phone or email as needed.
• Provide general clerical and phone support to loan officers and processors.
• Work with management to support various stages and areas of lending and processing.
• Assist in managing a pipeline 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 customers to schedule.

• High School Diploma, GED, or equivalent.
• A minimum of 1 year 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.
• Proficiency with Microsoft Office applications.

Cross Country Mortgage, LLC strives to provide employees with a robust benefit package:
California residents:
Please see Cross Country’s privacy statement for information about how Cross Country collects and uses personal information about California applicants. Cross Country 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.