What are the responsibilities and job description for the Loan Officer Assistant position at CrossCountry Mortgage?
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 Loan Officer Assistant is responsible for taking incoming leads, managing the lead tracker, and following up to schedule client consultations with the Loan Officer. In preparing the loan pre-approval, the Loan Officer Assistant pulls and analyzes applicant credit information, and reviews income and asset documents. As a member of the sales team, the Loan Officer Assistant requests and obtains referrals from current and potential CCM clients and follows up with prospects consistent with established best practices.
Job Responsibilities:
Take incoming leads for the branch.
Schedule initial consultations.
Meet branch objectives specific to pre-qualifications and pre-approvals.
Attend branch events to assist Loan Officer in building clientele.
Complete and maintain branch-assigned checklists, prospect follow up, file set-up, and analyses within allotted branch deadlines.
Request and obtain referrals from current clients and realtor partners.
Run automated underwriting (DU or LP).
Issue pre-approvals consistent with DU or LP findings.
Available to work overtime, if needed.
Qualifications and Skills:
High School Diploma or equivalent.
NMLS License Preferred but not required.
Minimum 2 years of customer service or inside sales experience – real estate or mortgage industries, a plus.
Experience with Microsoft Office Suite applications.
Experience working with Encompass, DU, and LP, preferred.
Excellent communication skills.
Excellent attention to detail and analytical skills.
Excellent prioritization and time management skills.
