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Loan Officer Assistant
CrossCountry Mortgage, LLCLoan Officer Assistant supporting CrossCountry Mortgage, a distributed retail mortgage lender. Reviewing loan files, assisting borrowers, and coordinating documentation and closings.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage loan processing, customer service, and documentation management, ensuring timely loan closings and a positive customer experience. Proficient in managing various loan types and utilizing Salesforce for effective pipeline management.
Highest-signal resume keywords
Mortgage Loan ProcessingCustomer ServiceSalesforce ExperienceDocumentation ManagementTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Loan ApplicationsRate Disclosure PackagesPipeline ManagementProperty ValuationsLoan Documentation Review
Soft Skills
Excellent CommunicationPrioritization Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
High School DiplomaGeneral Equivalency Diploma (GED)
Industry Keywords
Conventional LoansFHA LoansVA LoansUSDA Loans203K LoansReverse Mortgages
About the role
Key responsibilities & impact- Support mortgage loan officers in their daily duties to increase loan production levels
- Work directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings
- Review mortgage loan applications, documentation, disclosure packages, and loan files
- Create rate disclosure and re-disclosure packages and deliver them to borrowers
- Identify deficiencies, clarify or correct information, and obtain additional information
- Provide clerical and phone support to loan officers and processors
- Support various stages and areas of lending and processing
- Assist in managing pipelines of conventional, FHA, VA, USDA, 203K, and reverse mortgage loans
- Deliver appraisals or property valuations and retrieve proof of receipt
- Track outstanding items and follow up with customers for required documentation
- Coordinate timely loan closings with title companies and customers
Requirements
What you’ll need- High School Diploma, General Equivalency Diploma (GED), or equivalent
- 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- Competitive compensation plan
- Medical insurance
- Dental insurance
- Vision insurance
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
- Robust benefits package