Loan Officer Assistant

CrossCountry Mortgage, LLC

Loan Officer Assistant supporting CrossCountry Mortgage loan officers in their daily tasks to increase loan production levels and facilitate timely loan closings.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

medical
dental
vision
401K
company-provided short-term disability
employee assistance program
wellness program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

mortgage loan application reviewdocument managementpipeline managementloan processingcustomer contactsales supportappraisal deliveryproperty valuationloan closing facilitationdeficiency identification

Soft Skills

communication skillscustomer service skillsprioritization skillstime management skills

Certifications

High School DiplomaGeneral Equivalency Diploma (GED)