Sales Assistant
CrossCountry Mortgage, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Marion • Illinois • United States
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Salary
💰 $19 - $31 per hour
Job Level
About the role
- Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
- Review mortgage loan disclosure packages and deliver them to the borrower.
- Create rate disclosure and re-disclosure packages and deliver them to the borrower.
- Review documents and entire loan files and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
- Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
- 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 consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
- Deliver appraisals and/or property valuations to the borrower 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.
Requirements
- High School Diploma, General Equivalency Diploma (GED), or equivalent.
- A minimum of 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.
Benefits
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage loan application reviewdocument managementpipeline managementloan processingrate disclosurere-disclosureappraisal deliveryproperty valuationcustomer follow-upsales support
Soft skills
communication skillscustomer service skillsprioritization skillstime management skills
Certifications
High School DiplomaGeneral Equivalency Diploma (GED)