Loan Officer Assistant

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners
• Support new and renewed loan production by collecting, ordering, and tracking information required for risk assessment and underwriting
• Prepare written communications including commitment letters, term sheets, and thank-you notes
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify required actions for maturities, auto-renew letters of credit, insurance, and real estate taxes
• Provide service and respond to internal and external customer requests
• Collect customer financial statements and load them to Credit Lens
• Collaborate with relationship managers, loan closers, underwriters, document preparation, and outside counsel on loan closings
• Collect executed documents and submit them
• Submit customer maintenance requests to Loan Operations
• Transfer and assign notes
• Facilitate ongoing disbursement requests with Construction Administration
• Complete assigned post-close tasks in Credit Lens
• Manage WIP files
• Resolve critical and material exceptions
• Assist, mentor, and train other Commercial Loan Officer Assistants
• Participate in required compliance and training programs
• Adhere to corporate policies and procedures
• Provide professional, urgent, and positive service to internal and external customers
• Perform other assigned duties

Senior Commercial 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

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners
• Support new and renewed loan production by collecting, ordering, and tracking information required for risk assessment and underwriting
• Assist with preparation of commitment letters, term sheets, thank-you notes, and other written communications
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify required actions, including maturities, auto-renew letters of credit, insurance, and real estate taxes
• Provide service and respond to internal and external customer requests
• Collect customer financial statements and load them to Credit Lens
• Collaborate with relationship managers, loan closers, underwriters, document preparation teams, and outside counsel on loan closings
• Submit customer maintenance requests to Loan Operations
• Transfer and assign notes
• Facilitate ongoing disbursement requests with Construction Administration
• Complete assigned post-close tasks in Credit Lens
• Manage WIP files
• Resolve critical and material exceptions as assigned
• Participate in required compliance and training programs
• Adhere to corporate policies and procedures
• Provide professional, responsive service to internal and external customers
• Perform other assigned duties

Commercial Loan Officer Assistant – CLOA

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners
• Support new and renewed loan production by collecting, ordering, and tracking information for risk assessment and underwriting, including UCC searches, appraisals, environmental assessments, KYC, surveys, leases, organizational documents, insurance, beneficial ownership, and OFAC
• Prepare written communications such as commitment letters, term sheets, and thank-you notes
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify actions needed for maturities, auto-renew letters of credit, insurance, and real estate taxes
• Provide service and respond to internal and external customer requests
• Collect customer financial statements and load them to Credit Lens
• Collaborate with CRM, Commercial Loan Closers, Underwriters, Doc Prep, and outside counsel on loan closings
• Submit customer maintenance requests to Loan Operations
• Transfer and assign notes
• Facilitate ongoing disbursement requests with Construction Administration
• Complete assigned post-close tasks in Credit Lens
• Manage WIP files
• Resolve critical and material exceptions as assigned
• Participate in required training and comply with corporate policies and procedures
• Provide professional, urgent, positive service to internal and external customers
• Perform other duties as assigned

Commercial Loan Officer Assistant

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners
• Support new and renewed loan production by collecting, ordering, and tracking information required for risk assessment and underwriting
• Assist with preparation of written communications, including commitment letters, term sheets, and thank-you notes
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify actions needed for maturities, auto-renew letters of credit, insurance, and real estate taxes
• Provide service and respond to internal and external customer requests
• Collect customer financial statements and load them to Credit Lens
• Collaborate with CRM, Commercial Loan Closers, Underwriters, Doc Prep, and outside counsel on loan closings
• Collect executed documents and submit them
• Submit customer maintenance requests to Loan Operations
• Transfer and assign notes
• Facilitate ongoing disbursement requests with Construction Administration
• Complete assigned post-close tasks in Credit Lens
• Manage WIP files
• Resolve critical and material exceptions as assigned
• Participate in required compliance, internal, external, and online training programs and meetings
• Adhere to corporate policies and procedures
• Provide professional, urgent, positive service to internal and external customers
• Take ownership of other duties as assigned