Loan Officer Assistant

CrossCountry Mortgage, LLC

Sales Assistant providing support to CrossCountry Mortgage loan officers. Managing mortgage applications and ensuring timely loan closings.

Posted 6/26/2026full-timeNorth Bethesda • Maryland • 🇺🇸 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 reviewdocumentation managementrate disclosure creationpipeline managementloan file reviewappraisal deliveryproperty valuationcustomer follow-uploan closing facilitationsales support

Soft Skills

communication skillscustomer service skillsprioritizationtime managementproblem-solvingattention to detailorganizational skillsinterpersonal skillscollaborationadaptability

Certifications

High School DiplomaGeneral Equivalency Diploma (GED)