Loan Officer Assistant

Position Overview

The Loan Officer Assistant provides support to Cross Country Mortgage, LLC’s mortgage loan officers in their daily duties to increase loan production levels. The role works 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 borrowers.
• Create rate disclosure and re‑disclosure packages and deliver them to borrowers.
• Review documents and entire loan files, highlight deficiencies, and notify the mortgage loan officer and/or loan processor.
• Clarify/correct information and obtain additional information via phone, email, etc.
• Provide general clerical and phone support to loan officers and processors as needed.
• Assist in managing a pipeline of conventional, FHA, VA, USDA, 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to borrowers and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of documentation.
• Facilitate timely loan closings by working directly with the title company and customers to schedule.

• High School Diploma, GED, or equivalent.
• Minimum 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.
• Proficient with Microsoft Office applications.

Competitive compensation and a robust benefits package that includes medical, dental, vision, 401(k), short‑term disability, employee assistance program, and wellness program.

Cross Country Mortgage, LLC is an equal opportunity employer. We provide employment opportunities without regard to race, color, religion, national origin, age, disability, veteran status, sexual orientation, gender identity, pregnancy, and other protected characteristics as required by law.