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Mortgage Loan Assistant
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-19
Listing for:
CrossCountry Mortgage Mountain Region
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Mortgage Loan Originator / Advisor, Loan Servicing, Loan Officer / Lending, Banking Operations
Job Description & How to Apply Below
Join Cross Country Mortgage, a company where your growth matters as much as your contribution. As a Mortgage Loan Assistant, you'll be part of a dynamic team dedicated to making home ownership dreams a reality. You'll support our mortgage loan origination officers, blending sales acumen with exceptional customer service to manage loan files from start to finish. Your ability to communicate effectively will be key in building lasting relationships that drive future business.
We value detail-oriented, thorough professionals who are ready to deliver outstanding service.
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
- Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
- Assist with administrative duties such as making and screening calls, booking appointments, etc.
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
- Be the primary liaison between the mortgage loan officer and clients and schedule meetings to discuss outstanding items
- Gather initial documentation to fully pre-qualify a borrower based on their portfolio, make program and product recommendations for what best fits their needs
- Structure the loan and send out a needs list of additional documentation needed
- Confidently provide an accurate pre-approval to the borrower
- Problem-solve ways to make a file work and structure it accordingly
- Highly motivated and goal-oriented with excellent customer service and communication skills
- Preferably 2-3 years of administrative support in a professional office or mortgage environment
- Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
- College degree in finance or banking preferred; high school diploma or equivalent required
- Having an NMLS license is not required, but is preferred
- Expert-level knowledge of Fannie and Freddie guidelines
- Strong ability to calculate income and run LP and DU
Compensation: $65,000 per year + bonus DOE
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