Loan Officer Assistant

4 weeks ago


Chicago, Illinois, United States CrossCountry Mortgage Full time

CrossCountry Mortgage is a leading mortgage lender with a strong culture of employee engagement and growth. We're seeking a skilled Loan Officer Assistant to provide support to our mortgage loan officers in their daily duties, helping to increase loan production levels. As a Loan Officer Assistant, you will work directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. Your responsibilities will include reviewing mortgage loan applications and documentation, creating rate disclosure packages, and working with management to provide support in various stages of lending and processing. If you have a strong work ethic, excellent communication skills, and the ability to manage multiple tasks and deadlines, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Assist in reviewing mortgage loan applications and documentation, including phone and 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, highlighting deficiencies and notifying mortgage loan officers and/or loan processors.
  • Clarify and correct information, and obtain additional information via phone, email, or other means.
  • Provide general clerical and phone support to loan officers and/or loan processors, as needed.
  • Work with management to provide support in various stages and areas of lending and processing, as needed.
  • Assist in managing a pipeline of conventional, FHA, VA, and USDA loans, as well as 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 necessary documentation.
  • Facilitate timely loan closings by working directly with the Title Company and customer to schedule.
Qualifications and Skills:
  • High School Diploma, General Equivalency Diploma (GED), or equivalent from an accredited institution.
  • A minimum of 1 year of mortgage-related experience, including customer contact.
  • Excellent communication skills.
  • Ability to manage multiple tasks and deadlines simultaneously.
  • Previous sales support experience, preferred.
  • Proficient with Microsoft Office applications.
  • Salesforce working experience.


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