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Loan Officer Assistant
CrossCountry Mortgage, LLCLoan Officer Assistant supporting mortgage loan officers at CrossCountry Mortgage, a nationwide distributed retail mortgage lender. Reviewing loan files, managing documentation, and facilitating timely customer closings.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage loan processing, including managing a pipeline of various loan types and providing exceptional customer service. Proficient in documentation review and communication with borrowers to ensure timely loan closings.
Highest-signal resume keywords
Mortgage Loan ProcessingCustomer Service SkillsSalesforce ExperienceMicrosoft Office ProficiencyTime Management Skills
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 Applications ReviewRate Disclosure CreationPipeline ManagementAppraisal DeliveryDocumentation Tracking
Soft Skills
Excellent CommunicationPrioritization Skills
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
- 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 loan processors
- Support various stages and areas of lending and processing
- Manage a pipeline 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
- Schedule 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- Medical insurance
- Dental insurance
- Vision insurance
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
- Competitive compensation plan
- Robust benefits package