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Loan Officer Assistant
CrossCountry Mortgage, LLC. Assist in reviewing mortgage loan applications and documentation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in reviewing mortgage loan applications and documentation, managing pipelines for various loan types, and providing exceptional customer service. Proficient in coordinating loan closings and ensuring compliance with documentation requirements.
Highest-signal resume keywords
Mortgage Loan Application ReviewCustomer Service SkillsSalesforce ExperienceMicrosoft Office ProficiencyPipeline Management
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 DocumentationRate Disclosure CreationLoan Deficiency IdentificationAppraisal DeliveryLoan Closing Coordination
Soft Skills
Excellent CommunicationTime ManagementPrioritization
Certifications & Qualifications
High School DiplomaGeneral Equivalency Diploma (GED)
Industry Keywords
Conventional LoansFHA LoansVA LoansUSDA Loans203K LoansReverse Mortgages
About the role
Key responsibilities & impact- Assist in reviewing mortgage loan applications and documentation
- Review mortgage loan disclosure packages and deliver them to borrowers
- Create rate disclosure and re-disclosure packages and deliver them to borrowers
- Review loan documents and files, identify deficiencies, and notify mortgage loan officers or processors
- Clarify or correct information and obtain additional information by phone or email
- Provide clerical and phone support to loan officers and processors
- Support management across various lending and processing stages
- Assist in managing pipelines 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
- Coordinate timely loan closings with title companies and customers
Requirements
What you’ll need- High School Diploma, General Equivalency Diploma (GED), or equivalent
- A 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
- Primarily operates within Pacific Time zone working hours to support the West Coast region
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Company-provided short-term disability
- Employee assistance program
- Wellness program
- Competitive compensation plan
- Robust benefits package