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Mortgage Sales Associate
CrossCountry Mortgage, LLCMortgage Sales Associate supporting the mortgage loan process from prequalification through closing. Delivering exceptional borrower experiences and managing loan pipelines at CrossCountry Mortgage.
About the role
Key responsibilities & impact- Deliver an exceptional borrower experience by supporting the mortgage loan process from initial prequalification through closing
- Perform income and financial analysis
- Prepare and issue required loan disclosures
- Review documentation for completeness and accuracy
- Coordinate the timely submission of loan files to processing
- Manage a pipeline of loans, monitor milestones and outstanding conditions
- Serve as a key point of contact for borrowers and business partners throughout the loan process
- Assist with borrower prequalification and collection of initial loan documentation
- Calculate and analyze borrower income to determine loan eligibility
- Run Desktop Underwriter (DU) and review findings for accuracy and completeness
- Schedule and coordinate communications with borrowers, real estate agents, referral partners, and other stakeholders on behalf of the Branch Manager
- Support the loan process from contract through closing, ensuring established milestones are met
- Review mortgage loan applications, disclosures, supporting documentation, and loan files for completeness, accuracy, and compliance
- Create and distribute disclosure, re-disclosure, appraisal, and property valuation packages
- Communicate with borrowers and other parties to obtain, clarify, and follow up on required information and documentation
- Monitor and manage the loan pipeline by tracking outstanding conditions, documentation, and loan milestones to support timely processing and closing
- Identify missing or deficient loan file documentation and communicate findings to the Loan Officer and/or Loan Processor for resolution
- Coordinate with borrowers, title companies, processors, underwriters, and other stakeholders to facilitate smooth loan closings
- Maintain accurate loan records and ensure compliance with CCM policies and applicable regulatory requirements
- Provide administrative, operational, clerical, and customer service support to Branch Managers and lending staff as needed
- Collaborate with management and team members to support various stages of the mortgage origination and processing workflow
- Assist in managing a pipeline that may include conventional, non-QM, FHA, VA, USDA, renovation, and reverse mortgage loan products
Requirements
What you’ll need- High School Diploma, General Equivalency Diploma (GED), or equivalent
- 3+ years of residential mortgage processing experience
- Underwriting experience, preferred
- Experience using CRM and marketing automation tools, preferred
- Willingness to pursue mortgage industry licensing as career responsibilities evolve
- Knowledge of mortgage industry systems and software, including Desktop Underwriter (DU) and Loan Product Advisor (LPA)
- Excellent communication and customer service skills
- Excellent prioritization and time management skills
- Proficiency in Microsoft Office Suite
- Fluency in the languages of Spanish and English, a plus
Benefits
Comp & perks- Medical, dental, and vision insurance
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Income AnalysisLoan Documentation ReviewPipeline ManagementLoan Eligibility CalculationDisclosure PreparationCompliance ReviewLoan File CoordinationMortgage Application ReviewRegulatory ComplianceUnderwriting Experience
Soft Skills
Excellent CommunicationPrioritization Skills
Certifications
Mortgage Industry Licensing