Licensed Loan Officer Assistant
Listed on 2026-10-05
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Finance & Banking
Banking & Finance, Loan Officer / Lending, Loan Servicing, Banking Operations
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.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
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 Loan Officer Assistant provides operational, administrative, and client support to ensure a seamless mortgage experience for borrowers while enhancing the efficiency of the branch. This role serves as a key partner to the Sales Manager by managing loan file activities, borrower communications, documentation collection, and pipeline coordination. By handling day‑to‑day transaction management and support functions, the Loan Officer Assistant creates additional capacity for the Sales Manager to focus on business development, referral partner relationships, complex loan structuring, and revenue‑generating activities that drive the growth and success of the team.
Job Responsibilities:- Serve as the primary point of contact for borrowers throughout the loan process, delivering a high‑quality client experience.
- Prepare and provide loan estimates and other required disclosures accurately and timely.
- Collect, review, and organize borrower documentation to ensure complete and compliant loan files.
- Analyze borrower financial information, including income, assets, credit, and liabilities, to support loan qualification and structuring.
- Monitor pipeline milestones and loan status to ensure transactions progress efficiently from application through closing.
- Proactively communicate with borrowers, referral partners, and internal teams regarding outstanding items and next steps.
- Respond to borrower and operations team inquiries, providing timely and accurate information.
- Coordinate closely with processing, underwriting, and closing teams to resolve conditions and maintain workflow efficiency.
- Maintain accurate loan data and documentation within Encompass and other company systems.
- Identify and address routine issues or obstacles that may impact loan closing timelines.
- Support branch activities designed to enhance client satisfaction, operational efficiency, and loan production.
- Assist with relationship management by providing exceptional service to borrowers and referral partners.
- Create additional capacity for the Sales Manager by managing administrative, documentation, and communication responsibilities.
- Enable the Sales Manager to focus on business development, referral partner growth, complex loan structuring, and revenue‑generating activities.
Skills:
- Active Colorado Mortgage Loan Originator (MLO) license.
- Knowledge of mortgage lending processes, compliance requirements, and loan documentation.
- Experience with loan origination systems, Encompass preferred.
- Experience preparing loan estimates and mortgage disclosures.
- Skill in analyzing borrower income, assets, credit, and financial documentation.
- Effective communication skills with borrowers and internal teams.
- Excellent…
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