What are the responsibilities and job description for the Branch Set Up Specialist position at CrossCountry Mortgage, LLC?
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview
The Branch Loan Set Up Specialist is responsible for preparing the file for processing upon origination. This position is also responsible for reviewing and producing the disclosures and delivering the disclosure(s) to consumers. This position supports the team and assists with client service focused communication including closing touches.
Job Responsibilities
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview
The Branch Loan Set Up Specialist is responsible for preparing the file for processing upon origination. This position is also responsible for reviewing and producing the disclosures and delivering the disclosure(s) to consumers. This position supports the team and assists with client service focused communication including closing touches.
Job Responsibilities
- Confirm accuracy of all information in loan file, adhering to both compliance and company policies.
- Prepare disclosures and re-disclosures within 3 days of application or Change of Circumstance and ensure timely signing of disclosures.
- Answer Disclosure emails timely and accurately.
- Verify accuracy of fees to mitigate TRID and RESPA violations.
- Review Compliance Review and make required revisions to obtain a pass.
- Perform certain order out functions such as appraisal.
- Prepare loan file for processing upon origination.
- Manage the closing calendar in Outlook.
- Manage the closing communication the week prior to closing.
- Communicate with team members including Sales, Processing, Closing and Underwriting as needed.
- Communicate with clients, real estate agents and title companies as needed.
- Request, review and upload file documents as needed.
- High School Diploma or equivalent.
- Experience with RESPA/TRID.
- Experience in the mortgage industry collecting and reviewing borrower documentation, title work and homeowner’s insurance documentation.
- Experience with Encompass and Blend, preferred.
- Knowledge of TILA-RESPA Integrated Disclosure Rule.
- FHA/VA/USDA knowledge, preferred.
- Exceptional communication skills.
- Excellent organizational skills and attention to detail.
- Comfortable working under pressure in a high-volume environment while meeting tight deadlines.
- Proficient in Microsoft Office including Word, Excel, and Outlook.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
