Senior Insurance Analyst
Prudential Financial
Loan Partner II
CrossCountry Mortgage, LLC
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona
Visit company websiteSalary
💰 $24 - $26 per hour
Job Level
Mid-LevelSenior
About the role
- Deliver exceptional customer service from contract to closing by guiding borrowers through each step of the loan process
- Contact the borrower within 24 hours of file receipt to introduce the role, set expectations, outline next steps, and review the Uniform Residential Loan Application (Form 1003)
- Send introductory emails to buyer’s and seller’s agents for new purchase contracts, copying the Loan Officer
- Create and distribute personalized introductory and appreciation videos to enhance client engagement
- Distribute, review, and explain (via phone call) the Closing Disclosures to borrowers and correct errors before signature
- Notify Realtors and builders to coordinate closing and provide client support
- Draft and distribute closing notifications detailing date, time, location, required documents, cash-to-close, and remittance instructions
- Maintain a minimum 95% five-star rating on post-closing client satisfaction surveys
- Manage a pipeline of loans; participate in daily and weekly pipeline review meetings to track status and address bottlenecks
- Stay current on loan products and regulatory requirements to ensure accurate and compliant processing
- Review loan files to identify and notate items needed from the borrower within 24 hours prior to submission
- Communicate underwriting conditions to borrowers within 48 hours of receipt, providing verbal explanations and written condition lists
- Perform quality control review of final loan paperwork against checklists and compliance standards
- Submit loans to Underwriting at least 15 days before scheduled closing and deliver closing documents to Closing within 72 hours prior to closing
- Distribute weekly lender status updates to Realtors, Loan Officers, and Operations Managers
- Notify borrowers of key milestones and provide weekly status updates through scheduled phone calls and follow-up emails
- Conduct post-closing follow-up to congratulate, thank, gather feedback, and generate at least one client referral per transaction
Requirements
- High School Diploma or equivalent
- State and Federal NMLS License, preferred
- 3+ years of experience in conventional fixed-rate and ARM, HELOC, and construction mortgage loan processing or origination
- Experience with mortgage loan processing
- Experience with Encompass
- Excellent communication and collaboration skills
- Proficiency in DU, LP, Microsoft Office, and Windows
