Loan Officer Assistant

Position Overview

The Sales Assistant provides support to Cross Country Mortgage LLC’s mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

CCM offers a competitive compensation plan and a robust benefits package, including medical, dental, vision, 401k, short‑term disability, an employee assistance program, and a wellness program.

• Assist in reviewing mortgage loan applications and documentation, including phone, computer, 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 to prevent problems by highlighting deficiencies and notifying the mortgage loan officer or loan processor.
• Clarify and correct information and obtain additional information as necessary via phone or email.
• Provide 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.
• 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 customers to schedule.

• High School 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.
• Proficiency with Microsoft Office applications.

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.