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Licensed Loan Officer Assistant
CrossCountry Mortgage, LLC. Support CrossCountry Mortgage, LLC’s mortgage loan officers in their daily duties to increase loan production levels .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage loan processing and customer service, with a strong focus on communication and documentation management. Proficient in managing various loan types and ensuring timely closings while maintaining compliance with industry standards.
Highest-signal resume keywords
NMLS LicenseMortgage-Related ExperienceFluency in Spanish and EnglishSalesforce ExperienceMicrosoft Office Proficiency
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 ProcessingDocument ReviewRate Disclosure CreationPipeline ManagementCustomer Documentation Tracking
Soft Skills
Excellent Communication SkillsCustomer Service SkillsPrioritization SkillsTime Management Skills
Tools & Technologies
SalesforceMicrosoft Office
Certifications & Qualifications
NMLS License
Industry Keywords
Conventional LoansFHA LoansVA LoansUSDA Loans203K LoansReverse Mortgages
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- NMLS License Required under the S.A.F.E. Act of 2008
- High School Diploma, General Equivalency Diploma (GED), or equivalent
- A minimum of 1 year of mortgage-related experience, including customer contact
- Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish, preferred
- 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