CrossCountry Mortgage, LLC

Loan Officer Assistant

• Support CrossCountry Mortgage, LLC’s 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 and documentation, including phone and computer work, printing, copying, scanning, emailing, and overnighting documents
• Review mortgage loan disclosure packages and deliver them to borrowers
• Create rate disclosure and re-disclosure packages and deliver them to borrowers
• Review documents and entire loan files, identify deficiencies, and notify mortgage loan officers and/or processors
• Clarify or correct information and obtain additional information via phone and email
• Provide general clerical and phone support to loan officers and/or processors
• Provide support in various stages and areas of lending and processing
• Assist in managing pipelines containing conventional, FHA, VA, USDA, 203K, and reverse mortgage loans
• Deliver appraisals and/or property valuations to borrowers and retrieve proof of receipt
• Track outstanding items on loan files and follow up with customers for required documentation
• Work with title companies and customers to schedule timely loan closings

Licensed Loan Officer Assistant

Loan Originator

• Establish a presence for CCM, including converting incoming leads
• Analyze current rates and programs to provide accurate and timely information to borrowers
• Negotiate terms and conditions with borrowers
• Participate in all steps related to mortgage loan origination, including meeting with prospects, counseling borrowers and taking mortgage applications by phone
• Manage personal pipeline to ensure service standards and financial goals are met
• Learn borrowing programs and processes and stay current with changes and new products
• Learn and utilize in-house technical systems and programs
• Evaluate credit requests and determine trends in a given marketplace
• Comply with applicable federal and state compliance guidelines

Licensed Loan Officer Assistant

Inside Loan Originator