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Bilingual Loan Partner

Job in Lodi, San Joaquin County, California, 95242, USA
Listing for: CrossCountry Mortgage
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Banking & Finance, Loan Officer / Lending, Loan Servicing, Banking Operations
Job Description & How to Apply Below

Bilingual Loan Partner I (Loan Officer Assistant)

Cross Country 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 times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

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 Bilingual Loan Partner I (Loan Officer Assistant) is responsible for managing the loan officers' schedules and assists the Loan Partner II (Loan Processor). The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport.

Job Responsibilities:

  • Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
  • Take all incoming calls.
  • Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
  • Schedule regular weekly face-to-face meetings based on branch metrics and operations.
  • Meet branch objectives specific to pre-qualifications and pre-approvals.
  • Attend branch events to assist Loan Officer in building clientele.
  • Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
  • Available to work varying hours and overtime if needed.

Qualifications and Skills:

  • Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
  • High School Diploma or equivalent.
  • Minimum 3 years' residential mortgage processing experience.
  • Encompass experience, required.
  • Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
  • Excellent math and analytical skills.
  • Excellent communication skills.
  • Excellent prioritization and time management skills.
  • Proficient in DU, LP, Microsoft Outlook & Windows.

Cross Country Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success!

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