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Loan Officer Apprentice

3 months ago

Tucson, Arizona, United States CrossCountry Mortgage Full time


CrossCountry Mortgage (CCM) is one of the nation's top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times on the Inc. 5000 list of America's fastest-growing private businesses and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.

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 Sales Assistant provides support to CrossCountry Mortgage, LLC.'s ("CCM") 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.

Job Responsibilities:
  • Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).
  • Take telephone applications and schedule appointments with the Loan Originators
  • Schedule realtor appointments for the assigned Loan Originators
  • Schedule on-site and phone appointments as assigned
  • Submit complete loan applications for each customer file with the Loan Originators
  • Track all requested documents in Encompass.
  • Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information and immediately notify Loan Originators when any discrepancies are found on documentation.
  • Partner with Loan Originators in resolving problems in files and documents.
  • Ensure files are complete and set-up in accordance with Company policy and procedures.
  • Pull credit reports and properly prepare for review/assessment.
  • Efficiently meet deadlines while maintaining multiple assignments/projects.
  • Provide superior customer service both internally and externally.
Qualifications and Skills:
  • High School Diploma, General Equivalency Diploma (GED), or educational equivalent from an accredited institution.
  • A minimum of 1 year of mortgage-related experience, including customer contact ideal but not required.
  • Excellent communication skills.
  • Ability to manage multiple tasks/projects and deadlines simultaneously.
  • Previous sales support experience, preferred.
  • Proficient with Microsoft Office applications.
  • State and Federal NMLS License preferred.
  • Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred.
  • Excellent communication skills.
  • Encompass experience preferred.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

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

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package:

California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California consumers.

CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. 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. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit